At ChatWalrus, I built foundational operational workflows, playbooks, and onboarding programs as its first Customer Success Manager. I also designed AI-powered workflows to automate reporting, action-item tracking, and internal operations.
At Watermark Insights, I owned an $8.8M ARR renewal portfolio of approximately 250 accounts, delivering 97% ARR retention year over year and exceeding renewal targets. I led contract negotiations and renewal conversations with executive contacts.
Earlier at Watermark Insights, I maintained 100%+ retention across approximately 80 accounts through structured QBRs and proactive health checks. At Campus Labs, I managed a $4M+ book of business across 85 accounts with 98% retention.
I own The Reconciled Ledger, a bookkeeping business, and am a QuickBooks Online ProAdvisor. My other work includes KPI dashboards and compliance documentation for strategic planning and accreditation at Point Park University.

