Director, Data & Insights at AgencyAnalytics (2024-10 – Present)
Report to the COO and lead the company-wide data function across data engineering, analytics, and machine learning, growing the function from one data employee to a five-person team comprising two Data Analysts, one Data Engineer, one Machine Learning Engineer, and the Director.
- Built the company's first production-grade data platform, introducing Snowflake as the primary analytical warehouse, using BigQuery for selected workloads, and establishing governed data models and pipelines through dbt, Airflow, Stitch, and Polytomic.
- Established the analytical warehouse as the company-wide source of truth and led the full migration from Metabase to Sigma, creating a scalable self-service BI environment and governed foundation for internal AI tools.
- Developed and operationalized churn and expansion models through HubSpot, Intercom, and internal workflows, enabling Sales and Customer Success teams to prioritize retention and account growth opportunities.
- Created a product analytics framework covering activation, adoption, and engagement, and identified high-value customer segments to inform product and go-to-market strategy.
- Partnered with Engineering to deliver production customer-facing benchmarking products and built an internal AI analytics assistant combining quantitative data, qualitative information, and company-wide context for organizational knowledge and decision support.
- Built and maintained operational data pipelines supporting HubSpot, Intercom, and other internal systems, embedding analytical insights directly into customer-facing and operational workflows.
- Built an internal AI analytics assistant that combines governed quantitative data, qualitative information, and company-wide context to provide employees with a centralized interface for organizational knowledge and decision support.
Director of Analytics at VendorPM (2022-01 – 2024-10)
Joined as the first data hire and built the company's analytics and data function from the ground up, including the technology stack, operating model, reporting capabilities, and organizational roadmap.
- Designed and implemented a centralized Amazon Redshift data warehouse and transformation pipelines using AWS Glue and dbt, integrating product data with Salesforce, Stripe, SendGrid, Google Analytics, LinkedIn, and other business systems.
- Selected and implemented Sigma as the business intelligence platform, enabling self-service analytics and operational tools used by Product, Sales, Marketing, Operations, and Finance.
- Partnered with functional leaders to define objectives, establish measurement frameworks, automate recurring work, and improve operational decision-making.
- Supported executive strategy and roadmapping, including analysis that informed the company's transition from a marketplace model to an enterprise SaaS business.
- Established company and functional KPIs, created consistent metric definitions, and developed a data roadmap to improve accessibility, governance, infrastructure, and analytical maturity.
Senior Manager, Product Growth Analytics at Wave Financial (2021-06 – 2022-01)
Progressed through five increasingly senior analytics roles, culminating in leadership of a product analytics team of senior analysts and interns.
Analytics & Strategy Lead at Wave Financial (2020-02 – 2021-06)
Analytics Lead, Growth at Wave Financial (2019-06 – 2020-02)
Senior Data Insights Analyst at Wave Financial (2018-09 – 2019-06)
Data Insights Analyst at Wave Financial (2017-11 – 2018-09)
- Developed product measurement frameworks adopted as organizational KPIs for customer activation, acquisition quality, and new-user performance.
- Partnered with product managers, business leaders, Finance, and Operations to define objectives, identify target customer segments, and establish measurement strategies for major initiatives.
- Led analytics for the redesign of Wave's customer onboarding experience, including the development of criteria used to identify qualified leads at signup.
- Designed and evaluated A/B experiments across key monetization journeys, helping the growth team identify opportunities to improve conversion.
- Developed analytical data models and ETL pipelines, and contributed to the implementation of the Amazon Redshift data warehouse and Looker business intelligence platform.
- Interviewed dozens of analyst candidates, contributed to six hires, and mentored employees outside the data organization to strengthen company-wide analytical capability.
Data Analysis and Reporting Specialist at Allianz Global Assistance (2012-07 – 2017-10)
- Developed and maintained business intelligence reporting and analytical capabilities, including ownership of the Product department's reporting database.
- Supported the renewal of approximately $20 million in Snowbird insurance accounts through data extraction, pricing analysis, claims analysis, and direct collaboration with external partners.
- Contributed to the design and implementation of a company-wide business intelligence data warehouse following an organizational merger.
- Produced analysis supporting product performance, pricing, claims management, partner negotiations, and senior management decision-making.
