I help companies run tighter client and internal operations, through solid onboarding, staying on top of accounts before they go quiet, and building the kind of process that turns messy handoffs into something repeatable.I follow instructions closely and get the details right, but I also pay attention to my own workflow and find ways to make it cleaner or faster without cutting corners. That habit tends to carry over into the team's process too.
6+ years across SaaS customer success, HR/payroll operations, and client management. I've worked pooled CSM models, managed at-risk accounts using health score data, run AI feature training sessions with clients, and built the docs and workflows that help CS teams scale. On the ops side, I've handled HRIS administration, multi-state payroll setup, and full client lifecycle work from day one through renewal.
Tools I use daily: Salesforce, Gainsight, PRISM HRIS. Certified platform admin across multiple nonprofit SaaS platforms. I also use AI tools like Claude and ChatGPT a lot, for drafting, research, summarizing, automating repetitive tasks, and getting more out of prompts for actual work use cases.
What I'm good at:
- Figuring out why an account went quiet and getting it back on track
- Running client conversations that actually lead somewhere
- Building a process where there wasn't one before
- Learning a new tool or industry fast enough to be useful right away
- Working across teams without dropping the ball on my own accountability
Open to Customer Success, Account Management, RevOps, and CS/Business Ops roles, remote, EST-aligned.
Verified
