Los Angeles, California, United States
Experienced leader with demonstrated history of working in the technology industry. Skilled in Customer Success, Account Management, People Management, and Leadership. Balanced technical and business focused professional with MBA from USC Marshall. With the commitment to success for my customers, my tenure at Moveworks has been marked by delivering AI-driven impact that transform employee support experiences. Our team's proficiency in conversational AI has been pivotal in making workplace assistance not only immediate but also intuitive.
ServiceNow acquired Moveworks in 2025 to integrate a reasoning engine into its platform, enabling agentic AI that can act on behalf of employees across the enterprise. By combining Moveworks’ conversational interface with ServiceNow’s platform, the company aims to deliver a single AI-native front door for autonomous problem-solving and cross-departmental automation.
Moveworks acquired by ServiceNow in 2025
Moveworks is revolutionizing how companies support their employees — with the first AI platform that makes getting help at work effortless. It develops cloud-based enterprise software, the Moveworks Employee Service Platform™, that uses conversational AI to understand and resolve employees’ support issues. The modern workday is full of disruptions, from IT issues to HR updates to policy changes. Moveworks understands exactly what employees need and provides the right solution in seconds, using conversational AI built for the enterprise.
As a Customer Success Manager (Wealth Managemet) at Refinitiv, I am accountable for maintaining and growing a $12M annual recurring revenue portfolio. I have excelled, ranking in the top 1% out of 800 colleagues with an impressive 96% retention rate. My responsibilities include conducting remote training sessions to enhance product engagement among current users. I also play a pivotal role in the escalation team, where I contribute to the development of strategies for resolving customer concerns effectively. I hold expertise in digital wealth products and serve as a go-to resource in this domain. Notably, I successfully orchestrated a major market data platform upgrade involving 12,000 users, establishing a blueprint for managing future account upgrades.
I was responsible for the retention and expansion of a $10M annual recurring revenue book of business, consisting of enterprise accounts in the financial services and healthcare industries. I served as a trusted advisor to my clients, delivering insightful and actionable product insights that helped them achieve their business goals. In my first year, I exceeded my expansion goal by 167%, earning me the Rookie of the Year award.
Served as a trusted advisor and right-hand person to the Head of Corporate Technology Infrastructure, providing strategic insights and operational support. Ensured the execution of strategic initiatives by collaborating with various department leads, including IT, engineering, and product. Managed the annual IT budget and oversaw the software spend budget, ensuring that resources were allocated effectively and efficiently.
Led a hybrid team of 15+ high-performing Technical Support and Implementation representatives, providing front-line and second-tier support over phone, instant message, and email. Responsibilities included managing day-to-day support coverage, escalating issues, and partnering with sales and engineering teams to deliver faster time to resolution. Worked with senior management to execute and project manage strategic initiatives.
Served as a senior technical support point of contact for my immediate team, ensuring representative coverage and managing customer escalations. Assisted my team leader in day-to-day operational tasks, including mentoring new hires.