Career Summary
I started my career in the restaurant industry, not just working in it, but eventually co-owning my family’s restaurant. Running a business was a crash course in everything—customer service, operations, marketing, and problem-solving. Every day brought a new challenge, and I loved the fast-paced environment and the relationships built with both customers and the community. It taught me how to manage multiple responsibilities, adapt quickly, and always put the customer first—lessons that have stuck with me throughout my career.
From there, I moved into finance, first at Wells Fargo and later at Merrill Lynch. I was drawn to the challenge of understanding clients’ needs and helping them make decisions that would have a lasting impact. It was exciting to build trust with people and guide them through complex financial choices. I loved the strategic side of the job, but even more than that, I loved working directly with clients—making sure they felt supported, informed, and confident in the choices they were making.
That passion for relationships led me into sales and account management. At Comcast Business and SpotOn, I got to experience the full cycle of customer relationships—from prospecting and closing deals to onboarding and managing long-term success. I wasn’t just selling a product; I was helping businesses find the right solutions, maximize their investment, and stay ahead of their competition. It was incredibly rewarding to see businesses grow and know that I played a role in their success.
Now, in customer success, I get to do what I love most—helping businesses grow by making sure they get the most out of the products and services they use. I’ve worked with companies of all sizes, from small businesses to enterprise clients, and I’ve learned that the key to success is the same at every level: listen, understand, and find ways to create value. Every step of my career has led me to this, and I couldn’t be more excited to keep learning, growing, and helping customers succeed.
Working across healthcare, finance, hospitality, SaaS, and B2B has been an amazing journey. Each industry has taught me something new and helped shape who I am today. I love technology, and what drives me is knowing that I can help—whether it’s a company looking to maximize its investment or an end user needing guidance to make the most of a product. That’s what keeps me going strong every day.
Work History
Customer Success Manager
Kooth Digital Health | Dec 2023 – Feb 2025
- Managed a diverse portfolio of 100+ SMB, Mid-Market, and Enterprise customers totaling over $4M ARR, driving full-lifecycle success from onboarding to renewal.
- Identified churn risks through proactive health score analysis; implemented targeted engagement plans, reducing churn by 25% and protecting key accounts.
- Partnered cross-functionally to deliver actionable reporting and business reviews, increasing platform adoption by 35% across Mid-Market and Enterprise segments.
- Led strategic account planning with executive stakeholders, resulting in a 40% increase in customer satisfaction and retention.
- Drove expansion initiatives that generated an additional $1.2M in revenue from upsell opportunities.
Senior Business Account Executive
Comcast Business | Oct 2022 – Mar 2023
- Managed end-to-end sales and account management for 60+ Mid-Market accounts in a defined territory, driving over $2M ARR in business services revenue.
- Prospected and closed new business, then led onboarding and implementation to ensure successful deployment of solutions.
- Maintained long-term relationships post-sale, identifying upsell and renewal opportunities that generated $600K in expansion revenue.
- Conducted quarterly business reviews and strategic planning sessions to drive retention and improve customer satisfaction.
- Improved client retention by 25% by proactively addressing service gaps and collaborating with cross-functional teams for swift resolution.
Account Executive
SpotOn | Mar 2022 – Oct 2022
- Owned full-cycle responsibility for 80+ SMB accounts across a defined territory, generating over $1.5M ARR through new business acquisition, onboarding, and long-term account management.
- Prospected, sold, and implemented payment and SaaS solutions for new customers, driving adoption and successful go-live experiences.
- Maintained ongoing relationships post-sale, leading strategic upsell and renewal conversations that resulted in 30% revenue growth.
- Partnered cross-functionally with operations and support teams to ensure smooth onboarding and long-term customer success.
- Maintained 95% retention across 100+ SMB accounts by implementing proactive engagement strategies and closely monitoring account performance.
- Led focused upsell initiatives, achieving a 10% uplift in average contract value (ACV) and stronger platform adoption rates.
Customer Success Manager
Merrill Lynch | Aug 2020 – Mar 2022
- • Managed a portfolio of 50+ high-net-worth clients with a book of business totaling $7M ARR, acquiring over $3M in new assets.
- • Cross-sold Bank of America banking solutions to drive $4M in additional assets, deepening client relationships and improving retention.
- • Maintained consistently high Net Promoter Scores (NPS) through proactive, white-glove account management and quarterly portfolio reviews.
- • Collaborated with internal partners to streamline onboarding and deliver an exceptional client experience.
- • Maintained best-in-class CSAT (95%) and NPS (+60) by proactively addressing client needs and optimizing user experiences.
Early Career Summary (2010 – 2020)
- Wells Fargo – Strengthened client relationships and exceeded sales targets through personalized solutions and consultative engagement.
- Hilda’s Coffee Shop (Co-Owner) – Increased revenue by 25% through process improvements, local marketing strategies, and operational efficiency.