About
Seasoned SaaS professional with over a decade of experience in Customer Success, Sales, and Business Development, adept at driving retention, expansion, and customer advocacy across SMB and enterprise clients. Expertly navigates the full customer lifecycle, from strategic discovery and technical alignment to executive engagement and deal negotiation, consistently delivering measurable growth and fostering strong client relationships.
Work
Software, AI, and Strategy
|Contract and Freelance Consultant
Remote, N/A, US
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Summary
Managed diverse consulting engagements for software platforms, AI applications, and market strategy while balancing professional development and client delivery.
Highlights
Directed diverse consulting engagements, delivering strategic recommendations for software platforms and AI implementations to enhance client capabilities.
Successfully balanced professional development and client project delivery amidst personal commitments, maintaining high-quality service standards.
Advised clients on critical tooling selection, workflow optimization, and go-to-market strategies, improving operational efficiency and market penetration.
Unanet
|Senior Customer Success Manager
Remote, N/A, US
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Summary
Led strategic customer success initiatives, driving retention and expansion for SMB and enterprise accounts through deep discovery, technical value articulation, and executive engagement.
Highlights
Spearheaded strategic negotiations for complex, high-value contracts, leveraging deep discovery and tailored proposals to secure key deals.
Managed full lifecycle retention and expansion across SMB and enterprise accounts, utilizing ChurnZero and PowerBI to proactively mitigate churn and articulate technical value for increased adoption.
Conducted executive-level Quarterly Business Reviews (QBRs) and collaborated with Product and Engineering teams to influence roadmap priorities and product enhancements.
Mentored and coached multiple Customer Success team members, contributing to team development and supporting hiring initiatives.
Cosential - Acquired by Unanet
|Senior Business Development Representative
Austin, Texas, US
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Summary
Drove business development and sales growth, consistently exceeding revenue targets and scaling the BDR team for a rapidly expanding organization.
Highlights
Recognized as Business Development Representative of the Year for three consecutive years (2018, 2019, 2020) for exceptional performance.
Contributed to the rapid scaling of the BDR team by actively participating in recruiting, training, and mentorship initiatives.
Pioneered outbound sales strategies, shifting from an inbound-only model to consistently surpass revenue targets.
Bloomfire - SaaS Startup
|Market Development and Customer Success Manager
Austin, Texas, US
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Summary
Managed SMB and enterprise customer relationships, directed onboarding, and collaborated with engineering to resolve support tickets and create enablement content for a SaaS startup.
Highlights
Cultivated strong customer relationships across SMB and enterprise segments, including direct engagement with C-level executives to ensure satisfaction.
Oversaw the complete customer onboarding and implementation process using Salesforce, ensuring seamless configuration and successful launch.
Streamlined customer support by collaborating with Engineering via Jira and resolving tickets through Zendesk, enhancing efficiency and customer satisfaction.
Supported sales and customer success by assisting with RFI/RFP responses and developing comprehensive customer enablement content.
Spiceworks - Acquired by Ziff Davis
|Account Executive
Austin, Texas, US
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Summary
Consulted with executive marketing leaders to align social platform solutions with business goals and managed full campaign lifecycles.
Highlights
Consulted with executive marketing leaders to strategically align social platform solutions with their overarching business objectives.
Managed comprehensive marketing campaign lifecycles, encompassing lead generation, webinar execution, and display advertising initiatives.
Provided expert guidance to partners, including Dell and Microsoft, on optimizing Marketing Development Funds for maximum impact.
Yodle - Acquired by Web.com
|Sales Executive
Austin, Texas, US
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Summary
Advised SMBs on digital marketing strategies to drive lead generation and managed high-level budget negotiations and customer relationships.
Highlights
Provided strategic advisory to SMBs on SEO, SEM, and social media strategies, significantly enhancing lead generation efforts.
Achieved top 10% ranking in quality performance during Q2 and Q3, demonstrating consistent excellence in sales execution.
Successfully managed high-level budget negotiations and cultivated long-term customer relationships, securing sustained business.
Education
Texas A&M University - Corpus Christi
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Bachelor of Arts
Communication and Marketing
Skills
Customer Success & Sales
Customer Success, Account Management, SaaS Sales, Strategic Negotiation, Renewals, Expansion, Churn Mitigation, Executive Stakeholder Management, C-Level Stakeholder Management, Voice of Customer, Product Feedback.
Technical & Analytics
Technical Discovery, API Value Translation, QBRs, ChurnZero, PowerBI.
Certifications
Sandler Sales Training - Advanced Consultative Selling, Cybersecurity Fundamentals, AI for Business Professionals.
CRM & Project Management Tools
Salesforce, HubSpot, Zendesk, Jira, Monday.com.