About Me
I help B2B companies build the customer success infrastructure they need to retain clients, drive adoption, and grow account value — without a full-time executive hire.
Over 7+ years in enterprise fintech SaaS, I served as the founding CS architect within Origence's arcMX vertical, a marketing automation platform serving credit unions. I built the success function from scratch — developing onboarding programs, health scoring models, EBR cadences, escalation playbooks, and cross-functional processes that scaled to a portfolio of up to ~$6M ARR across ~100 enterprise accounts.
My work is tied directly to client outcomes. I partnered with the CLO of a $7.6B credit union to co-design an SMS acquisition campaign that achieved 57% engagement and generated $37.8M in loan volume over six months. When accounts were at risk, I didn't wait — I built recovery plans, engaged executive sponsors, and turned churn risks into renewal and expansion opportunities.
What I bring to fractional engagements:
→ Success plan design aligned to client business goals
→ Onboarding orchestration from handoff through value realization
→ Executive business reviews that drive decisions, not just status updates
→ At-risk account identification and recovery
→ Playbooks, SOPs, and health scoring frameworks built to last
→ Voice of customer advocacy across internal teams
I work with companies that are ready to professionalize their CS motion and need a trusted partner to lead the way.