I’m a relationship-driven customer success and account management professional with experience in SaaS, financial services, education, and sales. I’m skilled at building trust, managing complex client relationships, improving processes, resolving escalations, and coordinating across sales, operations, compliance, and external partners.
At U.S. Money Reserve, I helped develop and scale the company’s IRA program from approximately $2 million to $25–30 million in monthly volume. Earlier in my career, I exceeded my first-year sales goal by 30%, generating $1 million in revenue.
I bring a unique combination of “farmer” and “hunter” strengths: I enjoy nurturing long-term relationships and driving retention, while also being comfortable identifying opportunities and creating growth. I’m seeking a remote role in customer success, account management, client experience, partnerships, training, or relationship management where I can help customers succeed and make a meaningful impact.
