
SENIOR CUSTOMER SUCCESS LEADER | RETENTION, RENEWALS & ENTERPRISE CUSTOMER GROWTH
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Customer Success leader with 8+ years of SaaS experience driving enterprise retention, adoption, and value realization, supported by deep technical success and enterprise technology leadership expertise. Proven record leading global customer-facing teams, managing $43M ARR portfolios, improving retention, scaling Customer Success programs, and delivering measurable outcomes for Fortune 500 organizations. Experienced in building and maturing Customer Success functions through customer health programs, renewal forecasting, executive stakeholder engagement, success planning, escalation management, and cross-functional leadership.
Recognized for combining business acumen with technical depth to improve retention, accelerate adoption, and create long-term customer value.
Senior Manager, Customer Success at Lakeside Software (2022-01 – Present)
Lead a global customer-facing organization focused on adoption, retention, value realization, and strategic account engagement for enterprise and Fortune 500 customers.
Client Success Manager at Lakeside Software (2021-01 – 2022-12)
Managed strategic enterprise customer relationships across a $43M ARR portfolio, developing success plans aligned to customer business objectives, adoption goals, and measurable outcomes
Customer Success Engineer at Lakeside Software (2021-01 – 2021-12)
Led technical onboarding and implementation efforts for enterprise customers, accelerating time-to-value and improving early-stage adoption
Technical Account Manager at Lakeside Software (2018-01 – 2021-12)
Managed strategic enterprise customer relationships as a trusted advisor for adoption planning, platform optimization, and long-term customer success across complex environments
Associate – Systems Administration at JPMorgan Chase (2014-01 – 2018-12)
Led an 8-person engineering team supporting 50,000+ enterprise endpoints across a global financial services environment
AVP – Infrastructure & Server Administration at Bank of America (2010-01 – 2014-12)
Led global teams supporting 16,000+ servers and 9,000+ virtual machines across highly regulated enterprise environments
Head of Technology at Trafelet Delta Funds (2008-01 – 2010-12)
Built and led technology operations for U.S. and London offices, overseeing infrastructure, service delivery, vendor management, and disaster recovery planning
Progressive Leadership Positions at Various
Held progressive leadership positions in enterprise infrastructure, trading systems, technology operations, and IT management with Computer Sciences Corporation (sole account worldwide unaffected by the Code Red virus), CE Unterberg Towbin, Pequot Capital Management, and Columbus Avenue Consulting.
B.A. in Business Management – Berkeley College
A.A. in Business Administration – Middlesex County College