Career Snapshot

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Higher Education Strategic Accounts
(SaaS | Educational Technology | Strategic Operations) | 2025–Present 

Lead strategic operations and executive engagement across a portfolio of R1 and R2 research institutions, helping senior academic and administrative leaders align analytics capabilities with institutional priorities, planning cycles, and operational decision-making.

·  Manage a multi-million+ institutional portfolio, partnering with executive leadership to align analytics capabilities with institutional priorities, operational planning, and long-term strategic initiatives.

·  Establish individual contributor governance structures, implementation frameworks, executive engagement cadence, and operational performance measures to improve execution consistency and organizational visibility.

·  Design and manage individual contributor operational tracking systems focused on implementation cycle time, stakeholder engagement, utilization trends, and institutional adoption metrics.

·  Develop own led portfolio health and risk-monitoring frameworks to proactively identify individual operational gaps, support retention strategy, and strengthen long-term partnership stability.

·  Facilitate cross-functional coordination between institutional leadership, analytics teams, product teams, and internal stakeholders to support strategic planning and operational decision-making.

·  Maintain executive-level operational intelligence related to institutional priorities, implementation progress, engagement trends, and organizational risks to support renewal and expansion planning.

·  Lead strategic conversations with provosts, presidents, deans, and academic leadership regarding operational priorities, organizational benchmarking, and institutional planning initiatives.

·  Support scalable individual contributor operational practices and best-practice sharing across institutions to improve organizational maturity and enterprise adoption outcomes.

Director of Accounts & Partnerships
(SaaS | Educational Technology | Strategic Operations) | 2022–2025

Built and scaled a dynamic partner ecosystem across the SaaS and educational technology landscape, driving a 25–30% increase in partner-driven revenue. Secured multi-year partnerships with Fortune 500 clients while streamlining operational workflows, CRM utilization, and partner onboarding processes. Led a high-performing team in executing data-driven retention strategies, reducing onboarding time by 20%, and integrating operational metrics into client success reviews to improve pipeline visibility and performance forecasting. Designed scalable SOPs and reporting dashboards to align account management processes with growth targets. 

Director of Accounts
(Higher Education | Membership Services | Client Success) | 2021–2022 

Oversaw strategic account management for 715 higher education partners serving over 1.5 million users, maintaining a 95% renewal rate. Co-managed a $65M operational budget and implemented scalable systems that improved enterprise-wide operational efficiency by 15%. Led cross-departmental workflow redesigns to align client engagement initiatives with institutional outcomes, driving measurable increases in local market penetration and referral-based expansion. Developed operational workflows and stakeholder alignment strategies that streamlined program delivery and enhanced user satisfaction. 

Director of Account Renewals

(Medical Transportation | Membership Services | Operational Leadership) | 2019–2021 

Directed membership renewal operations and loyalty initiatives, achieving a 124% increase in uncovered revenue within three months. Formalized operational documentation processes and built scalable SOPs that standardized client renewal workflows, ensuring consistent service delivery across teams. Enhanced CRM reporting systems to provide real-time visibility into churn trends, supporting a 20% improvement in forecasting accuracy. Led cross-functional alignment efforts between marketing, finance, and service departments by establishing unified performance metrics and engagement frameworks. 

Senior Lead Retention & Business Coach

(EdTech | Business Leadership | Workforce & Student Development) | 2009–2019 

Drove student retention and team development across multi-campus educational institutions, coordinating program rollouts impacting over 55,000 students and 1,200 instructors. Led cross-campus operational initiatives that aligned training delivery, SaaS/LMS infrastructure, and engagement systems to boost course completion rates and reduce student churn. Developed leadership development programs that expanded inclusion and improved gender representation in leadership roles by 20%. Created and monitored retention-focused KPIs that informed long-term strategic planning, while building operational systems that fostered cultural transformation and institutional growth. 

Over the course of my career, I’ve built and supported strategic partnerships and operational initiatives with organizations across higher education, healthcare, corporate wellness, and government sectors. These collaborations have focused on long-term client success, organizational alignment, program adoption, operational effectiveness, and scalable relationship growth. Below are a few of the organizations I’ve had the opportunity to work alongside with professionally. 

• Yale
• University of California, Berkeley 
• DePaul University
• Kent State University
• Morehouse College
• Hong Kong University
• Texas State
• Lehigh University
• Benedict College
• College of DuPage
• Wake Forest University
• Wake Technical Community College
   

• Quest Diagnostics
• SkyMed International 

Corporate Wellness & Technology

• Limeade (WebMD)
• Fitbit
• Garmin
• Marquee Health
   

• Washington State