At TresVista Financial Services, I run day-to-day delivery for a 30+ person organisation and 20+ global accounts. I own client satisfaction, workflow delivery, and escalations, and brief senior leadership monthly on account health, risk, staffing, and AI progress.
I authored the delivery organisation’s AI automation strategy and presented it to senior leadership. Using Claude, Copilot, GPT, Shortcut AI, and ModelML, I built agents and skills that replaced manual data pulls and delivered approximately 30% efficiency gains on a bespoke reporting workflow.
I own strategic and commercial relationships for 10 accounts, including expansion, retention, commercial terms, and new-service pitches. I recovered five at-risk accounts and converted four trials into annual retainers, together representing approximately $900K in recurring revenue.
I scaled the delivery organisation from 15 to 30+ people and grew the account book from 12 to 20+ across six markets. Earlier at TresVista Financial Services, I supported work across 50+ deals and designed onboarding, peer review, and mentorship systems for the team.
