Experience

Passport

• United States
• Software Development
• 200 - 300 Employee

• Vice President - Client Success

  • Oct 2021 - Present

  Leading the Client Success function at Passport. Passport believes in helping cities create more livable, equitable communities and has built the only end-to-end digital mobility platform for managing parking, enforcement, permitting and micro-mobility, plus a network of external vendor apps. Passport is a transportation software and payments company that builds technology to more efficiently manage streets and sidewalks. Based in Charlotte, North Carolina, Passport is trusted by… Show more Leading the Client Success function at Passport. Passport believes in helping cities create more livable, equitable communities and has built the only end-to-end digital mobility platform for managing parking, enforcement, permitting and micro-mobility, plus a network of external vendor apps. Passport is a transportation software and payments company that builds technology to more efficiently manage streets and sidewalks. Based in Charlotte, North Carolina, Passport is trusted by more than 800 cities, universities and agencies, including Chicago, Toronto, Los Angeles, and Miami. Passport’s digital platform helps cities manage parking and mobility infrastructure, creating more livable, equitable communities. One of the fastest-growing companies on the Inc. 5000 and Deloitte Technology Fast 500 lists, Passport was also named to Fast Company’s World’s Most Innovative Companies for 2020. Show less



Paycor

• United States
• Software Development
• 700 & Above Employee

• Sr. Director- Strategic Alliances

  • Nov 2019 - Oct 2021

• Leader, Client Success

  • Jan 2017 - Nov 2019

  Cincinnati, Ohio Leads team of 40 Success professionals in retention and upsell activities for over 25,000 client companies in a B2B SaaS organization, representing over $300 mm in revenue through high, low and tech touch methodologies. Created user groups, executed “Expert Sessions” to drive product adoption and value realization Directed the operations work within the Client Success & Support space including measuring and inspecting client health and retention, reporting to the… Show more Leads team of 40 Success professionals in retention and upsell activities for over 25,000 client companies in a B2B SaaS organization, representing over $300 mm in revenue through high, low and tech touch methodologies. Created user groups, executed “Expert Sessions” to drive product adoption and value realization Directed the operations work within the Client Success & Support space including measuring and inspecting client health and retention, reporting to the C-suite. Represented Success and Service as a primary analyst during Paycor’s recapitalization process Designed a client risk heat map using data intelligence to proactively predict and then respond to risk and churn Hosted user listening sessions with client communities nationally and provided feedback to Product Development, Service teams and the Executive Committee. Facilitated Sales of net new business by representing Service in discussions of client experience with marquee prospects. Led the design, implementation, and training of four key Client Success KPIs including associated executive and associate scorecards aligned with Paycor’s strategic objectives. Executive sponsor of top line OKR to create client advocates and cascaded key result measurements down to stakeholder teams.

• Senior Director- HR Center of Excellence

  • Feb 2016 - Jan 2017

  Cincinnati, Ohio Area Leading a strategic team of SaaS benefits specialists who will partner with our clients and their brokers to create technology solutions to drive ACA, Open Enrollment and carrier EDI efficiencies, resulting in an amazing customer experience.

• Senior Director - Benefits Advisor/ACA

  • Apr 2015 - Feb 2016

  Paycor helps companies perform better with intuitive, cloud-based HR, payroll and timekeeping software. We take the time to listen to our clients and understand what’s important to both their businesses and their employees. We use clients’ feedback to continually enhance our technology, empowering their organizations to be more strategic. Created team of 24 ACA specialists to lead over 7,000 clients through first year ACA compliance resulting in over $10 million in annualized revenue.… Show more Paycor helps companies perform better with intuitive, cloud-based HR, payroll and timekeeping software. We take the time to listen to our clients and understand what’s important to both their businesses and their employees. We use clients’ feedback to continually enhance our technology, empowering their organizations to be more strategic. Created team of 24 ACA specialists to lead over 7,000 clients through first year ACA compliance resulting in over $10 million in annualized revenue. All clients ready to file pre-extension. Collaborated with product development and sales teams for a fully realized, cross functional, best in class solution. SME on benefits administration software, establishing winning implementation team as reseller partners for award winning tech solution.



Vantiv

• United States
• Financial Services
• 300 - 400 Employee

• Benefits Manager

  • Jul 2013 - Apr 2015

  Cincinnati, OH Vantiv, Inc. (NYSE: VNTV) is a leading integrated payment processor for businesses and financial institutions, processing more than12.9 billion payment transactions and approximately $426 billion in volume annually. 3,000 US employees in 48 states. Responsible for management of annual process regarding research, communication, reporting and analysis of all employee benefits programs Continuously assesses benefits programs relative to the market and provide recommendations on how… Show more Vantiv, Inc. (NYSE: VNTV) is a leading integrated payment processor for businesses and financial institutions, processing more than12.9 billion payment transactions and approximately $426 billion in volume annually. 3,000 US employees in 48 states. Responsible for management of annual process regarding research, communication, reporting and analysis of all employee benefits programs Continuously assesses benefits programs relative to the market and provide recommendations on how Vantiv is benchmarked against industry trends Provides recommendations on the overall approach, philosophy and impact of our benefit programs Handles due diligence, integration and on-boarding of employees coming into Vantiv’s benefits plans through acquisition. Expert in merger and termination of 401(k) plans. Evaluates benefit policies to assess whether they are current, competitive and compliant to current legal regulations Researches and provide relevant information on current and upcoming competitive markets Headed benefits module design, testing and implementation of new HRIS system. Makes recommendations to HR Executive Leadership and C-Suite. Manages 401k administration and ensures compliance with relevant ERISA legislation Liaison with DOL on all health/welfare and 401(k) audit activities. Responsible for all 5500 filing and compliance. Chairperson of Vantiv Wellness Champions committee and Secretary of 401(k) Committee. Show less



EMCOR Facilities Services

• United States
• Facilities Services
• 700 & Above Employee

• Compensation and Benefits Manager

  • Jul 2011 - Jun 2013

  Cincinnati, Ohio Area EMCOR Facilities Services (EFS) provides site-based facilities management, operations, maintenance and consulting services for single buildings, campus settings and national portfolios. Designed and implemented compensation and benefits plans for 2,000 employees throughout the U.S. Ensured that benefits and compensation policy are aligned with organization’s overall strategic vision and economic strategy. Provide detailed cost analysis of all benefit plan designs for C-Suite… Show more EMCOR Facilities Services (EFS) provides site-based facilities management, operations, maintenance and consulting services for single buildings, campus settings and national portfolios. Designed and implemented compensation and benefits plans for 2,000 employees throughout the U.S. Ensured that benefits and compensation policy are aligned with organization’s overall strategic vision and economic strategy. Provide detailed cost analysis of all benefit plan designs for C-Suite consideration and participated in budgeting process. Consulted with parent corporation and internal business partners on assessment of benefits, compensation and compliance needs. Educated, trained and mentored HR staff on processes and best practices in these areas. Responsible for expertise in changing federal and state employee benefits regulations including ERISA, COBRA, FMLA, Section 125, HIPAA and DOL requirements. Subject matter expert in company on ACA reform, Consumer Driven Healthcare implementation, Defined Contribution and ESPP program and education. Responsible for creating and implementing policies and procedures involving merit review and bonus programs, monitoring payroll interface to ensure compliance and data integrity and managing third-party vendor resources. Show less