Dynamic and visionary customer and sales executive with over 15 years of leadership experience in client success, revenue growth, and enterprise account management. Demonstrated expertise in scaling teams, implementing client-first strategies, and consistently achieving top-line performance. Strategic leader proficient in customer engagement, SaaS sales, and go-to-market planning, with a strong focus on building high-performance and motivated teams. Skilled in aligning revenue operations with corporate objectives, mentoring future leaders, and transforming client experiences into powerful growth accelerators.
Lead a high-performing Sales and Client Success organization that sold into global markets; accountable for revenue, renewals, expansion, and satisfaction for a rapidly scaling SaaS organization.
Grew ARR consistently 20% year-over-year while increasing client retention to 90%+, through a data-driven and relationship-focused enablement strategy.
Built and scaled a revenue operations model that unified sales, onboarding, and success, improving sales cycle time by 10% and driving a 30% increase in upsell revenue.
Introduced a strategic account program that increased enterprise deal size by 2x, 100% retention rate (top 20), and created long-term value partnerships.
Partnered cross-functionally with Product, Marketing, and People teams to align GTM messaging, feedback loops, and internal culture development.
Lead a cross-functional client success organization spanning implementations, technical support, account management, and operations, delivering seamless, high-impact client experiences at scale.
Elevated customer performance metrics (NPS 55+, CSAT 98%, CES 87%) and secured multi-year renewals for 75% of strategic accounts through executive-level engagement.
Engineered revenue acceleration by launching the CSQL program, tripling expansion pipeline, and cutting churn by 2% annually through predictive risk management.
Optimized operational performance via technology integrations and enterprise project management systems, reducing client effort and accelerating service delivery.
Owned end-to-end client lifecycle from onboarding through renewal, ensuring seamless adoption, maximizing product value, and achieving high retention rates.
Built strategic partnerships with client stakeholders, aligning business goals to product capabilities and driving measurable outcomes such as increased engagement and adoption.
Identified and executed growth opportunities, collaborating with Sales to expand accounts through upsell and cross-sell initiatives, consistently exceeding expansion revenue targets.
Leveraged data-driven insights to anticipate client needs, mitigate churn risks, and implement proactive success plans that improved customer satisfaction.
Managed a book of business worth over $3.2m in the regions of Calgary, Edmonton and Vancouver and successfully accomplished year over year budget growth.
Built and maintained strong relationships with major corporations with a strategic focus for an improved communications process which resulted in high retention and customer loyalty.
Negotiated deals and contract renewals which increased revenue and retention.
Acted as project manager and led my client base through organizational change following the Nasdaq acquisition of Marketwired and ensured the client experience was seamless.
Understood key business drivers while selling a comprehensive suite of services and tools by conducting regular business reviews with my clients, building an understanding of their immediate and long-term needs/goals and offering defined solutions.
Recognized as a trusted advisor and consultant by my client base, with a wealth of visionary and technical expertise.
Managed and grew a book of business worth $3.3 million in annual revenue, with clients in Calgary, Edmonton and Vancouver. Clients included Telus Corporation, The Fraser Institute, Teck Resources, Crescent Point and Canadian Western Bank.
Built and maintained strong business relationships with clients, understanding their business and implemented strategies to meet their corporate goals.
Produced and delivered presentations to key decision-makers, consisting of Marketing, Public Relations and Investor Relations professionals, in targeted organizations.
Forecasted and tracked key account metrics and provided outcomes to company leadership.
Conducted ongoing research and monitoring of competition and industry developments.
Led sales team with highest commission and revenue results for 4 consecutive quarters (2012-2013).
Compiled and distributed communication pieces with an emphasis on creating client presentations.
Prepared monthly and quarterly client reports.
Produced weekly, firm wide presentations and reports, constructed internal memos and maintained the internal and external website.
Established good rapport and communication with Greystone shareholders, clients and other members of the firm.
Sandler Sales Certification