At Planview, I lead Customer Success for 148–160 strategic enterprise customers and approximately $60.5M in recurring revenue across banking, insurance, healthcare, and oil and energy. I strengthen customer health, renewals, expansion planning, executive relationships, and SaaS migration outcomes through coordinated work with Sales, Product, Professional Services, Support, and Renewals.
Previously, I directed Professional Services at Planview and Epicor, increasing services opportunities by 28%, improving consulting utilization by 50%, reducing non-billable consulting by 53%, and reducing implementation escalations by 75%. I build scalable delivery and customer-success operating models, coach future leaders, and serve as an executive escalation partner for complex enterprise accounts.
