Experience

BrightHire
• United States
• Software Development
• 1 - 100 Employee
• Sr. Customer Success Manager

  • Jun 2023 - Present


Prelude (now part of Calendly)

• Sr. Customer Success Manager - Strategic Accounts

  • Jan 2021 - Mar 2023

  Acquired by Calendly, September 2022 Scaling with Prelude to support custom builds for our largest customers, managing a book of business totaling $2M in annual revenue

• Customer Success Manager - First Hire

  • Aug 2019 - Mar 2023

  San Francisco Bay Area Founding team member, Employee #1 - Built and scaled all CX and Product Processes and Strategies. - Implementation, CSM, PM, PMM & Product Specialist - Custom Development & Prioritization -Executive Relationship Management - 98% Retention over $3MM ARR - > 90% Upsell and Expansion - Grew daily product usage from ~1000/day to ~10,500/day. - 10-20% annual upsell per customer. + Secured references and champions for Sales and Marketing



brightwheel

• United States
• Education Administration Programs
• 300 - 400 Employee

• Fraud Prevention Manager

  • Nov 2017 - Aug 2019

  Responsibilities updated to include Fraud Prevention Operations KYC Checks and Account Verification for all accounts.

• Customer Success Manager (Billing Platform)

  • Aug 2017 - Aug 2019

  San Francisco Bay Area Built and executed processes to onboard, vet, manage, and upsell all brightwheel billing accounts as an early stage employee. - First & Solo Billing CX Team Member, Subject Matter Expert - Enablement, Retention, Upsell, PMM & Product Specialist - Managed the processing of ~$200 MM/month via 3rd party payment processor. - > 90% retention and 95% CSAT across ~ 1,700



Sevident, Inc.

• Medical Equipment Manufacturing

• General Ledger Accountant via Premier Staffing

  • Aug 2016 - Aug 2019

  San Francisco Bay Area AP/Payroll, AR, P&L Part-Time Contract Employee



Obscura Digital

• Media Production
• 1 - 100 Employee

• Accounts Receivable Specialist

  • Jun 2017 - Aug 2017

  Responsibilities updated to include Accounts Receivable Management

• AP/Payroll Accountant

  • Aug 2016 - Aug 2017



Animation Mentor

• United States
• E-Learning Providers
• 1 - 100 Employee

• Head of Admissions

  • Sep 2015 - Aug 2016

• Operations Manager

  • Mar 2015 - Aug 2016

• Bursar

  • Nov 2014 - Aug 2016

• Office Manager

  • Mar 2014 - Mar 2015


Vistar, A PFG Company
• United States
• Food and Beverage Services
• 500 - 600 Employee
• Operations Management Specialist

  • 2013 - 2014


Gymboree Play & Music

• United States
• Education Administration Programs
• 300 - 400 Employee

• Teacher and Sales Administration

  • 2007 - 2011

  Fremont, CA / Mill Valley, CA / Dublin, Ireland Teaching developmental play and learn classes for children from newborn-5 years.