Available for full-time, contract, and advisory roles
Helping organizations translate growth strategy into operational execution across revenue operations, client lifecycle systems, and business development.
I have spent 15+ years working at the intersection of growth strategy and operational reality. My work focuses on building the frameworks, systems, and relationships that turn a plan on a whiteboard into revenue on the books.
I work best in the gap between what leadership wants to achieve and what the organization actually needs to get there. My background includes consultative sales, client lifecycle strategy, and the internal systems that make growth repeatable rather than accidental.
My experience spans agency growth, SaaS adoption, admissions and enrollment systems, and organizational change. That breadth is intentional. It is where the most useful insights come from.
Diagnosing where revenue leaks occur and building the strategy to fix them. Market positioning, funnel architecture, and go-to-market planning tied to measurable outcomes.
Designing systems that make retention predictable. Client health scoring, risk frameworks, QBR playbooks, and operational handoffs that prevent accounts from quietly slipping away.
Building pipelines in high-trust environments. Referral ecosystems, consultative sales infrastructure, and partnerships that compound over time.
Keeping revenue moving during transitions. Building internal systems, training teams, and stabilizing execution while organizations evolve.
Examples of how strategy translates into operational systems and measurable outcomes.
Client accounts were quietly churning due to lack of visibility into engagement signals and risk indicators.
Designed a client health scoring model based on engagement patterns, usage indicators, and relationship signals. Built internal dashboards and intervention workflows for the sales and client success teams.
Created an early warning system that allowed teams to identify at-risk accounts earlier and take action before renewal conversations.
Prospective students were entering the admissions process without a structured consultation framework, resulting in inconsistent conversion rates.
Built a consultative interview structure, objection-handling framework, and enrollment process that helped advisors better diagnose fit and guide applicants through the decision process.
Improved clarity in admissions conversations and supported stronger enrollment consistency across the team.
Veterinary practice owners were investing in marketing but lacked visibility into performance and long-term growth planning.
Developed strategic planning sessions, marketing roadmaps, and performance review structures to align marketing execution with practice growth goals.
Strengthened client relationships and improved long-term retention across practice accounts.
I build systems that make growth repeatable.
Not dependent on heroics.
Custom scoring models that surface at-risk accounts before they churn, built around engagement signals, usage data, and relationship indicators specific to the business.
Structured frameworks for identifying and triaging retention risk across client segments, with clear escalation paths and intervention playbooks for each tier.
QBR templates, success metrics, and pre-meeting preparation workflows that turn review cycles into expansion conversations, not status updates.
Enrollment and sales training built around complex, high-trust decisions: objection handling, consultative discovery, and conversation structures that close without pressure.
Systems for building and maintaining referral relationships with partners, professionals, and networks, including outreach cadences, nurture sequences, and relationship tracking.
Revenue and retention dashboards that surface what actually matters, tied to business outcomes, not vanity metrics. Built for operators who need clear answers, not data dumps.
Led consultative marketing and revenue strategy for manufacturing and service clients. Sales funnel optimization, performance marketing, partnership development, and cross-functional team leadership.
Revenue operations and client lifecycle strategy for a veterinary marketing platform. Built retention frameworks, developed client health systems, and supported growth through organizational change.
Drove GI Bill program approval, the institution's first federal education funding expansion. Built and trained admissions teams on consultative enrollment strategy and objection handling.
Managed admissions for a high-trust, complex-decision program. Built referral pipelines with professionals nationwide and guided clients through significant, high-stakes decisions.
If you would like a more detailed overview of my experience and work history, you can download my resume below.
Download Resume →These are the same frameworks used in active client engagements. Each one is ready to use right away.