At Vitally, I work alongside the Manager of Scaled Accounts to facilitate onboarding, adoption, and expansion for a book of business of over 400, accounting for $7M in ARR. I use Vitally’s CS platform to drive feature engagement, AI adoption, and proactive outreach.
I developed internal tools and AI-assisted workflows for meeting prep, churn prevention, QBR preparation and review, and customer communication. These tools improved consistency and efficiency across the CS team, and I also facilitate community education sessions including live Office Hours and Intro to Vitally.
At Givebutter, I created and documented the implementation offering and consistently met or exceeded the KPI of completing 85% of implementations within 45 days, across over 900 implementations during my tenure. Earlier, I supported customers at Typeform and Podia, including billing support, platform migrations, onboarding sessions, and help documentation.

