About Me
I’m an implementation and Customer Success professional with experience in SaaS onboarding, training, documentation, and client support. Experienced in managing multiple implementations, technical integrations, and cross-functional projects to ensure smooth go-lives and client adoption. Skilled in project management, documentation, customer communication, and delivering measurable outcomes.
I turn technology into client success.
Driven by impact and focused on results, I measure success by the real value delivered to clients and teams. I thrive where strategic guidance meets hands-on execution, whether that’s mentoring colleagues, presenting outcomes to senior leaders, or streamlining workflows to empower end users.ou can rely on me for yours
I’ve spent most of these years working across different areas of design like front-end development, landing pages, email design, app UI/UX, to my current role designing products for mobile platforms. Having worked on various projects that are already live, I can help you with the best possible suggestions and ideas that we can proceed with. With me, you aren’t forced to accept anything. I give you a variety of options we can work on together.
What I Do
I help organizations succeed by guiding clients through technology adoption, building scalable training resources, and streamlining processes that deliver measurable outcomes.
CUSTOMER SUCCESS MANAGEMENT
I help organizations build lasting client relationships by ensuring adoption, retention, and measurable outcomes. From onboarding to renewal, I guide teams and customers toward success.
ONBOARDING & TRAINING
I design and deliver training programs that accelerate time-to-value, whether through live sessions, tailored walkthroughs, or scalable knowledge bases that empower clients and teams.
PROCESS IMPROVEMENT & DOCUMENTATION
I streamline workflows and create resources that make teams more efficient. From building knowledge bases to automating processes, I ensure consistency, clarity, and long-term impact.
Skills
My Experience
2024-2025
Wealthbox
Senior Customer Success Manager
I championed client adoption and success of Wealthbox CRM by leading personalized training, onboarding programs, and client education sessions. I tracked customer health in Vitally, identified risks and growth opportunities, and collaborated with product and engineering teams to advocate for customer needs. I also coached junior colleagues and created team playbooks and documentation to drive consistency and efficiency.
2023-2024
Wealthbox
Customer Support Representative
I resolved complex technical issues via Zendesk, maintained a 98% SLA compliance rate, and supported 1,000+ monthly client cases. I implemented macros and knowledge base improvements that cut response times by 40%. I also supported client onboarding and guided users through integrations, streamlining workflows and improving adoption.
2003-2011
Norwin School District
Administrative Applications Analyst 3
I managed student information and business ERP systems serving 5,200+ students and 650+ staff. I led a team of 3, built SOPs, automated workflows using APIs/SFTP, and produced SQL/Crystal Reports for leadership. I also oversaw state and federal data compliance, ensuring accuracy for PIMS and other mandated reporting.