Valparaiso, Indiana, United States
Client success and operations professional with 15+ years managing the full customer lifecycle across service-based and subscription businesses. My background spans account management, client retention, and revenue growth, with experience across HubSpot and ClickUp. I'm comfortable owning a portfolio of accounts end to end, from onboarding through renewal, while also building the processes and tools that keep a team running efficiently. Certified across the full HubSpot suite (Marketing, Sales, Service, Client Success, Data Integrations) and ClickUp (Power User, Admin), with experience in CRM management, contract negotiation, recurring revenue operations, and cross-functional project coordination.
• Manage recurring accounts receivable operations, running twice-weekly overdue invoice checks and coordinating collections communications across a portfolio of client accounts, including a twice-weekly outreach program for accounts outside QuickBooks to ensure consistent coverage. • Use ClickUp's AI Agent platform to help manage tasks and streamline operational work, including automated status updates, workflow tracking, and data clean-up processes. • Oversee financial health monitoring across the full client portfolio, running structured account reviews to flag risk early and drive timely resolution • Deploy ClickUp's AI Agent platform to streamline operational workflows, automating status reporting, task tracking, and data integrity processes • Oversee time tracking and resource utilization across 30+ active client engagements through structured biweekly portfolio reviews • Conduct comprehensive audits across 50+ client accounts, delivering actionable findings to leadership to inform prioritization and resourcing strategy - Design and standardize proposal frameworks for RevOps, Transformation, and Technical Solutions engagements • Direct end-to-end client onboarding, encompassing infrastructure setup, proposal development, system configuration, and account provisioning • Own data integrity initiatives across HubSpot and Google Drive, ensuring accuracy and consistency of client records • Serve as the Operations representative in daily leadership stand-ups, client services and sales meetings, and cross-functional project reviews
Lead a client-facing growth consultancy driving sales support, brand strategy, and revenue expansion for entrepreneurs and organizations. • Managed branding clients and business organizations • Owned onboarding, renewals, expansion, and retention strategy • Built recurring revenue membership offerings and upsell models • Directed branding, marketing campaigns, photography, and digital execution • Developed pricing, contracts, billing coordination, and renewal workflows • Maintained CRM tracking and account health reporting • Led strategic partnerships and community growth initiatives Community Growth Initiative (Under AK & Co.) Directed engagement and operations for a 75+ organization regional business network, overseeing onboarding, renewals, branding, marketing, and partner retention.
• Led national nonprofit with a focus on stakeholder relationships, partner coordination, and communication strategy
• Managed investor and client relationships across commercial and residential real estate portfolios, supporting long-term partnerships and repeat engagement • Served as a key communication liaison between clients, brokers, and internal teams to ensure clarity, expectations, and timely execution • Supported acquisition and retention efforts through strategic communication, client presentations, and relationship management • Recognized for integrity, professionalism, and a client-centric communication approach