Professional Services
Hospitals and Health Care
Active

Austin

About Me

Customer Success, Project Management, and Product Ownership professional with proven expertise in renewals, churn reduction, adoption, ARR growth, and Lean Six Sigma process improvement. Skilled in defining MVP requirements, managing product backlogs, and building customer success plans to deliver measurable ROI. Adept at applying DMAIC, RCA, and workflow optimization to reduce variation and defects. Experienced in guiding Agile sprints, coordinating UAT, and aligning cross - functional stakeholders to deliver on time value. Committed to driving client retention, product adoption, and continuous improvement.

Jurisdiction

United States

Experience

Seniority LevelDirector
Years of Experience15-20 years
Current StatusActive
Customer Success Manager
2023 - Present

• Owned post - sales onboarding for SaaS healthcare platforms, defining MVP adoption milestones and success plans; applied Lean Six Sigma (DMAIC) methods to streamline workflows and reduce errors by 18%. • Improved adoption rates by 25% and reduced churn by ~10% through structured success planning and playbooks. • Leveraged Salesforce CRM and product health dashboards to refine backlog priorities, track KPIs, and deliver measurable outcomes; increased renewal rates by 15%. • Directed independent consulting engagements (Sep 2023 served as at 2024), and led a short - term contract at (Mar – Aug 2025), delivering compliance improvements and reducing escalation tickets by 15% within 90 days.

Customer Success & Implementation Lead
2021 - 2023

• Led onboarding and success planning for B2B SaaS RCM and EHR clients, achieving a 95% on - schedule go - live rate. • Partnered with sales teams to identify upsell opportunities, boosting ARR by 12%. • Applied Lean Six Sigma process mapping and root cause analysis to customer workflows, building adoption playbooks that cut churn by 8%. • Directed interim Project at and subsequent aligning 95% policy adherence across clinical teams and stakeholders to maintain compliance during EHR transitions.

Project Manager / Product Owner
2016 - 2021

• Product Owner responsibilities included defining MVP features, prioritizing backlog, authoring user stories, and coordinating Agile sprints; interventions improved utilization by 30%. • Drove NPS improvements of 10+ points through targeted interventions, stakeholder alignment, and Lean Six Sigma continuous improvement projects. • Delivered enterprise EHR transition projects on time and within scope by managing cross - functional teams, aligning stakeholders, and tracking KPIs through Agile / JIRA dashboards.

Skills

Core skills1
Languages1

Skills

Cascading Style Sheets (CSS), Process Improvement, Project Planning, Change Management, HubSpot CRM, Kanban Principles, Customer Service, Customer Service, LBR, Business Requirements

Languages

English