
Customer-facing SaaS professional with over 6 years of experience delivering and supporting financial software solutions across public sector and commercial environments. Proven background spanning implementation, solutions consulting, and customer success, with deep expertise in accounts payable automation, ERP integrations, and post-sale delivery. Trusted advisor to CFOs, controllers, and finance operations leaders, driving adoption, retention, and long-term customer value. Known for bridging technical and business stakeholders to deliver scalable outcomes in complex, regulated, and fast-growth SaaS environments.
· Owned the full lifecycle of success from onboarding through adoption, renewal, and expansion for a portfolio of mid-market and enterprise customers using SaaS accounts payable automation software.
· Partnered with Implementation teams during onboarding to ensure smooth handoffs, aligned expectations, and timely customer go-lives, supporting fast time-to-value.
· Managed a customer portfolio totaling approximately $2.3M in ARR, maintaining strong engagement and long-term relationships with key stakeholders.
· Worked directly with CFOs, Controllers, and Finance Operations leaders to drive product adoption, operational efficiency, and measurable business outcomes.
· Executed proactive churn-reduction strategies through regular touchpoints, health monitoring, and early risk identification, contributing to company-wide churn below 5%.
· Drove product adoption through ongoing enablement, customer webinars, strategic check-ins, and close coordination with Support to resolve issues and unblock customers.
· Identified and supported expansion opportunities by aligning customer goals with product capabilities and partnering with Sales to create growth opportunities.
· Led renewal discussions and value-based conversations, contributing to strong retention and net revenue growth across the customer base.
· Utilized Salesforce CRM to track engagement, manage account activity, forecast renewals, and report on key customer success metrics.
· Collaborated cross-functionally with Sales, Support, Product, and Engineering teams to resolve escalations and continuously improve customer outcomes.