Customer Success & Strategic Account Manager with 12+ years' experience driving adoption, retention, and revenue growth across SaaS, telecom, and infrastructure platforms. Skilled in managing complex client relationships, leading success sprints, and turning AI-powered software into measurable business outcomes. Proven ability to lead QBRs, reduce churn, and align product capabilities with C-level goals. Experienced with data teams, agile workflows, and global enterprise portfolios. Passionate about helping people achieve financial empowerment through structured onboarding, proactive client management, and education-focused success strategies. Excited to bring strategic customer success leadership to financial technology clients, with growing exposure to private market workflows, investment tools, and fund operations.
Overview
14
14
years of professional experience
Work History
Customer Success Lead (Wireless)
Bell Mobility
Vancouver, BC
02.2024 - Current
Manage over 100 business accounts across multiple industries, providing tailored connectivity and SaaS solutions.
Delivered 30% increase in proposal conversion rate through technical consultations and value-focused quotes.
Collaborate with technical solution engineers and project teams to design scalable delivery plans and post-sale success workflows.
Drive White-space prospecting and pipeline expansion to identify new growth opportunities.
Partnered with clients in technology and service verticals to support post-sale adoption strategies, and contributed to CRM workflows and revenue growth.
Led structured coaching and performance frameworks for CS team members, aligning team OKRs with business outcomes and customer satisfaction metrics.
Senior Customer Success Manager/Client Strategy Lead
Syncteams
01.2022 - 02.2023
Company Overview: Remote
Managed a portfolio of 50+ B2B SaaS clients in the tech and services sector.
Owned customer retention strategy, reducing churn by 25% through proactive success planning, cross-functional collaboration, and KPI tracking.
Partnered with clients in fintech and service sectors, contributing to client insights and CRM-driven engagement planning.
Developed scalable onboarding playbooks and CS processes, improving time to value by 40% and driving consistent post-implementation outcomes.
Collaborated on hiring criteria and interview planning to scale the success team's capacity in fast-growth environments.
Regularly presented client data and adoption insights to executive stakeholders to strengthen engagement and retention.
Remote
Solutions Consultant / Technical Account Manager (SMB to Mid-Market)
Blaades & Edges
04.2021 - 12.2021
Company Overview: Remote
Delivered tailored infrastructure and managed service solutions to mid-market clients.
Conducted full-cycle sales, including demos, integration scoping, and post-sale support.
Leveraged Salesforce CRM for pipeline tracking, forecast accuracy, and upsell planning.
Remote
Training & Customer Education Manager (EdTech/Communications)
Yaba College of Technology
09.2011 - 12.2021
Delivered 10+ digital transformation projects, automating administrative workflows and increasing student engagement by 35%.
Oversaw academic assessments for 5,000+ students, ensuring 100% compliance with institutional standards.
Trained 100+ professionals in advanced communication strategies, improving client engagement success rates by 45%.
Education
MBA - International Business
Trinity Western University
MSc - Communication
National Open University
BSc - Communication
Bowen University
Skills
Strategic Post-Implementation Success Planning
Cross-Functional Team Collaboration
Virtual Facilitation Support
QBRs
KPI Analysis
Expansion & Growth Strategy
Data & Application Integration
Data Interpretation & Client Reporting
Onboarding & Adoption Playbooks
CRM Tools
LMS Tools & Digital Content Delivery
Agile Sprint Leadership & Prioritization
Platforms
Collaboration
Timeline
Customer Success Lead (Wireless)
Bell Mobility
02.2024 - Current
Senior Customer Success Manager/Client Strategy Lead
Syncteams
01.2022 - 02.2023
Solutions Consultant / Technical Account Manager (SMB to Mid-Market)
Blaades & Edges
04.2021 - 12.2021
Training & Customer Education Manager (EdTech/Communications)