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Lee

I help CS & CX leaders embrace Experience Management as a growth multiplier 🚀 | Coaching | Fractional Team Player | People Development 🤼 | AI Transformation 🤖 | Product Idea to MVP | M&A Integration Projects

Jurisdiction

United States

Experience

Seniority LevelC-Suite
Years of Experience20+ years
Current StatusActive
CCO & Operations,Yellowfin Business Intelligence,
2014 - 2022

• Scaled global operations: Supported company expansion from 30 to 175+ employees across NA, EMEA, and APAC, architecting all customer - facing operations and processes. • Partner onboarding & certification programs: spearheaded partner education program to ensure high standard of customer onboarding success. • Delivered exceptional retention: Owned 100% of post - sales revenue with 96% renewal rate (2016 - 2022), transforming NPS from 16 to 35 and maintaining 4.6 / 5 CSAT. • Built customer success infrastructure: Launched Yellowfin University (global LMS program), community support, KCS framework, and customer advisory boards to drive product adoption and customer feedback integration. • Integrated Yellowfin into BMC Helix: as both Project Manager and Account Manager, delivering observability analytics for enterprise clients. Partnered with BMC development team to embed BI analytics into their global ITSM solution. • Unified business operations: Designed and administered Salesforce architecture connecting sales, customer success, product, and operations teams with streamlined processes and feedback loops. • Connected CX with Development: Worked closely with product team, managed QA, pushed the adoption of agile framework, LIFO, and dedicated BAU resources for improved customer experience and renewal success.

VP, Operations & Marketing,DECKED,
2013 - 2014

• Built startup operations from scratch: First employee hire, architected all business systems (CRM, ERP, e - commerce, website) and processes to support omnichannel sales and rapid scaling. • Achieved rapid profitability: Designed and executed go - to - market strategy, reaching profitability within two quarters and winning Best New Product at SIMA 2013. • Scaled Partner, Pro - Team, and Social network: Managed dealer enablement programs supporting 175+ partners with marketing, digital content, and sales materials. Managed the Pro - Team of 50 athletes to gather social content to build brand awareness.

VP, Customer Experience,Bitcentral,
2011 - 2013

• Delivered industry - leading retention: Achieved 99% renewal rate by launching a proactive CS outreach program and new education program that reduced onboarding time by 30%. • Built observability & monitoring tools: Co - created EagleEye, an internal black - ops project turned award - winning observability tool that monitored 800+ TV broadcast servers in real time, reduced escalations by 80%, and became an award winning flagship product still in use today. • Unified operational workflows: Implemented and administered NetSuite across sales, marketing, support, product, and training — consolidating CS and revenue operations for greater agility.

VP, Client Services,Marketron International,
1998 - 2011

• Built customer success foundation: Employee #15, architected customer - centric operations after a 4 company merger, managed 135+ employees, established account management practices and support systems that became company standards. • Pioneered customer education platforms: Developed Marketron University (LMS) and MyMarketron.com self - service community, reducing onboarding time and driving customer retention through structured education and certification programs. • Created data - driven customer operations: Implemented KPI dashboards, Voice of Customer programs, and customer advisory boards, establishing feedback loops that directly influenced product development and business strategy. • Achieved exceptional team performance: Maintained 95% employee retention for over 10 years through innovative Voice of Employee programs and knowledge - sharing initiatives. • Led M&A integration for CS: Acquired by Black Rock in a 4 company roll - up. Owned M&A integration for customer - facing teams, uniting support, services, and account management across four companies. • Built in - house CRM uniting all business units: Product Manager for Customer Central our in - house CRM that united sales, services, support, and account management in one system. This CRM is still being used today…take that SFDC!

CEO Finch (Performance Marketing & Software)
2022 - 2025

● Transformed company trajectory: Reduced EBITDA deficit by $600K (71%) and achieved 50% increase in new business through strategic restructuring of global teams, process, and company culture across NA, EMEA, and APAC. ●​ Drove explosive growth: Led 5x pipeline increase by rebuilding sales and marketing team, process, event, and outbound approach. ●​ Modernized product data infrastructure: migrated from Postgres to Snowflake, integrated Fivetran, Coalesce, and Yellowfin BI for real-time visualization and client performance monitoring, creating an AI-ready analytics layer for customer value delivery. ● ​AI-powered operations: Implemented automation and AI insights to streamline team workflows and enhance support efficiency at scale. ●​ Eliminated customer churn crisis: Cut churn from 40% to 17% by redesigning customer lifecycle engagement frameworks, shifting focus to value realization storytelling and proactive adoption programs. ●​ Led M&A integration: Acquired and integrated company in January 2025, expanding revenue streams and service capabilities. ●​ Built high-performance culture: Achieved 84% employee satisfaction through new performance management, compensation structure, and VoE programs. ● ​Delivered exceptional customer experience: Maintained 4/5 satisfaction rating for onboarding and renewal processes (VoC).

Certification

Total Certifications1

CX Leader of the Year Finalist: 2021 , 2022, 2023 â—Ź XMP â—Ź SHRM

Skills

Core skills1
Languages1

Skills

Entrepreneurship, Strategic Planning, Best Execution, Global Leadership, Customer Success Management, Management, Revenue Growth, Operational Efficiency, Product Roadmap Development, Business Operations

Languages

English