I like figuring out how things really work.

From customer success to revenue operations.

1. Cisco · WebEx

   2004–2012

   Enterprise CSM · Senior CS Trainer · Learning Program Manager

   Started close to the customer, which still shapes how I think about operations.

   • Built WebEx’s first structured CSM onboarding program and received the Worldwide Customer Success MVP Award.
   • Carried a Fortune 1000 enterprise portfolio and earned President’s Club for retention, adoption, and expansion performance.
   • Built a global train-the-trainer program recognized with a Cisco Innovation Award.

2. BMC Software

   2012–2020

   Principal Knowledge Management Manager (GTM) · Manager, Sales & Technical Enablement

   Connected the sales methodology to the systems, content, and training sellers used every day.

   • Embedded value-selling and value-realization motions into Salesforce, tools, training, and deal-stage practice.
   • Led the SAVO-to-Seismic migration and increased value-based selling content utilization by 50%.
   • Built role-based onboarding, certification, learning governance, and analytics across global sellers and partners.
   • Launched mobile learning early; the work was published in Training Magazine and presented at Cornerstone’s user conference.

3. TIBCO Software

   2020–2022

   Head of Customer Excellence Operations

   Ran customer experience operations for the Chief Customer Officer: planning, board reporting, forecasting, customer health, risk, value realization, and the leadership meeting calendar.

   • Implemented Gainsight with health scoring, automated playbooks, and risk-management processes that supported the highest subscription gross renewal rate in company history.
   • Built expansion and retention analytics used in quarterly planning and executive reporting.
   • Aligned Sales, Marketing, and Customer Success around shared customer measures and value-realization practices.

4. Cloud Software Group

   2022–2024

   Director, Global Revenue Enablement · Director, Business Intelligence

   After a large merger: one sales motion, one set of measures, and fewer overlapping systems, without stalling 1,400+ sellers.

   • Aligned Sales, Marketing, Finance, Services, CS, and Enablement on shared processes, portfolio changes, and KPI definitions.
   • Consolidated learning platforms and related systems, delivering $1.5M in annual savings while preserving compliance and certification continuity.
   • Led BI integration, reduced dashboard duplication, and moved analytics from Tableau and Spotfire to Power BI for another $150K in annual savings.

5. Litera

   2024–2025

   Director, Revenue Operations

   Built the RevOps function from scratch and led a team of eight covering planning, forecasting, systems, reporting, and enablement.

   • Implemented Gong from the ground up and replaced manual spreadsheet forecasting with Salesforce Collaborative Forecasting.
   • Ran end-of-month booking validation so upsell, cross-sell, and renewal ARR were recorded accurately.
   • Established the weekly, monthly, and quarterly sales cadence, and relaunched CPQ with enforced Salesforce governance.
   • Led the build of a sales dashboard that helps reps spot upsell and cross-sell opportunities and track week-over-week pipeline changes and coverage.

6. OfficeSpace

   2025–2026

   Director, Revenue Operations

   Ran the systems and data side of RevOps, then built AI workflows on that foundation.

   • Owned the GTM systems: Salesforce, Gong, Salesloft, and Accord.
   • Led a trusted data layer as the foundation for AI workflows, including Claude access to a contract repository and full Gong transcripts.
   • Implemented a Claude pricing tool that generates pricing decks, quotes, and order forms from a library of approved legal language.
   • Designed an automated weekly sales letter and implemented the company’s first BI tool, Metabase.

7. Series B startup

   2026–present

   First RevOps director, building the function from the ground up.