New Braunfels, Texas, United States
Dynamic executive with 20+ years of experience driving revenue and customer satisfaction across sales, account management, and customer success in banking, technology, healthcare and legal sectors. Specializing in scaling global customer success organizations in enterprise and SMB environments, I’m currently focused on the mass tort litigation space. I excel at partnering with founder CEOs of early-stage companies, turning visionary ideas into actionable customer journeys. My work enhances customer experience, drives product adoption, and significantly impacts financial performance. I’ve built and led high-performing, distributed teams, working with fortune 100 C-suite executives and managing global relationships. My expertise includes SaaS, SaMD, B2B, B2B2C, and FDA-regulated products, with a particular focus on AI/ML systems. With deep knowledge of healthcare domains like insurance, digital therapeutics, remote patient monitoring, and value-based care, I’ve successfully scaled customer success teams to support thousands of customers and millions of users, helping achieve $100M+ ARR across startups and mature companies. Tools: Salesforce, Hubspot, Grafana, Mixpanel, Pendo, Asana, Zendesk, Gainsight, Looker, ClickUp, Tableau, JIRA, Slack, ChatGPT, Claude AI, Google Gemini and more. Areas of expertise: customer management, solution engineering, onboarding, net retention, business analytics, and revenue generation within SaaS, SaMD, AI/ML, digital healthcare, mass tort litigation and FDA-regulated products. Leadership experience: built global teams of 60+ across professional services, account management, customer success, and user support. C-suite involvement in strategic planning, Series raise processes, and board management.
VideaHealth is an FDA-cleared, AI-powered dental diagnostics platform transforming clinical outcomes and driving revenue growth for dental practices. Backed by leading investors including Threshold Ventures, Avenir Ventures, BAM Ventures, Spark Capital, Zetta Venture Partners, and Pillar VC, VideaHealth raised a $40M Series B in January 2025. - As the first commercial executive hired by the founder CEO, I led the go-to-market execution for all post-sales functions including Customer Success, Implementation, Support, and Account Management; scaling the business from zero to rapid ARR growth. - Built and scaled the Customer Success organization from the ground up, leading implementation, onboarding, product adoption, renewals, and customer support for an enterprise SaaS/SaMD product. - Supported company growth from $0 to $XXM in annual recurring revenue (ARR), playing a pivotal role in securing a $40M Series B funding round. - Converted initial pilot customers into long-term strategic partners, driving upsell opportunities and platform expansion. - Implemented HubSpot to manage CRM, support ticketing, and user engagement workflows, improving retention and customer health metrics. - Introduced Asana to streamline implementation operations, reducing time to revenue by 2 months per client and increasing deployment velocity. - Drove product adoption to over 60% through customer education, value realization strategies, and hybrid in-person/virtual engagement models. - Partnered cross-functionally with Product, Engineering, and Sales to translate customer feedback into roadmap priorities and ensure product-market fit. Tools: HubSpot, Asana, G Suite, Microsoft Office, AWS, Slack, Jira, Confluence, Chorus.ai, Okta, 1Password, Grafana, Ashby, Hex, Tableau, Mixpanel, Pendo, Lattice and Userpilot
DarioHealth (NASDAQ: DRIO) is a digital therapeutics company with a comprehensive platform for managing chronic conditions like diabetes, hypertension, and mental health. Supported the integration of two acquisitions, expanding our product portfolio and market reach and TAM. - Member of B2B executive leadership team reporting to President - Department head responsible for revenue recognition, renewals, product expansion and voice of the customer - Executive sponsor across client base that includes multiple channels: employers, health plans, and provider practices - Drove ARR recognition doubling it in 2021. 54 new clients added in 2021 including an international footprint - Involved in strategy planning and integration for two company acquisitions: Upright and wayForward Tools: Microsoft 365, Salesforce
Hello Heart is a clinically-based mobile app empowering users to take control of their heart health. As a key member of the executive leadership team, I played a pivotal role in driving exponential revenue growth from $500,000 to $50 million, scaling operations, and securing Series B and C funding. - First GTM executive leadership hire, reporting to CEO - Inherited 2 direct reports and grew the team to ~60 individuals (direct and indirect) across all post sales activities; implementation, renewals, expansion, client management, and user support - Annual revenue grew from $500,000 to $50 million - Executive sponsor across customer base including Fortune 100 companies - OKR responsibility for ARR recognition, tripling it in 2019 and 2020 - Implemented customer journey model which included value articulation for outcomes, client persona framework, training for competitive threats, and FUD (fear, uncertainty and doubt) - Scaled staff, including management layer, to support clients and engage with consultants - Implemented Zendesk for user support scale - Part of strategic team that secured Series B and C funding - Responsible for implementing infrastructure for medical claims processing and channel partner integration (i.e. CVS Health) - Operational oversight for sourcing product hardware (blood pressure monitors and glucometers), storage, user delivery and vendor oversight
HealthSparq is a leading multi-tenant SaaS platform on AWS, empowering 74 million members with digital tools for healthcare decision-making. I led a team of 40, drove $2 million in annual professional services revenue, and contributed to significant company growth, with revenue increasing from $6 million to $26 million during my tenure. - Led all post-sales teams for HealthSparq's multi-tenant SaaS platform, serving 60 enterprise clients and 74 million members. - Scaled the team from 5 to 40, encompassing roles across implementation, account management, custom development, and support. - Managed a complex professional services-driven revenue model, generating $2 million in annual revenue. - Company-wide annual revenues grew from $6 to $26 million over tenure. - Amplified 100.4% revenue growth from 2014 to 2017 - Established account management methodology and customer success practices and playbooks - Negotiated all statements of work (SOW) and service level agreements - Acted as executive sponsor for tier one clients engaging with C-suite - Spearheaded a CEO-led initiative to re-engineer client implementation processes, enhancing efficiency and customer satisfaction.
- Established PMO office, implementation methodology, operating practices, playbooks, and reporting metrics - Hired and trained staff of 5 project managers - Created company revenue recognition milestones associated with implementations - Reduced implementation time by 40% by establishing a new customer experience journey - Accelerated revenue recognition first year ensuring client backlog of $10 million was implemented and revenue recognized