Greater Phoenix Area
I’m a results-driven technology executive with 35+ years of experience leading global businesses, commercial organizations, and enterprise operating portfolios across SaaS, AI, cloud, fintech, and regulated industries. I partner with CEOs, Boards, and private equity investors to accelerate growth, optimize operations, and create long-term enterprise value through strategic transformation, commercial execution, and AI-enabled innovation. Throughout my career, I have led organizations spanning Sales, Customer Success, Professional Services, Operations, Product, and GTM functions, with executive responsibility for portfolios exceeding $1.2B and global teams of 50–1,000+ professionals. I specialize in aligning commercial strategy with operating models to drive revenue growth, margin expansion, customer retention, and scalable execution. Key Business Impact • Owned global portfolios and P&Ls exceeding $1.2B, driving strategic growth initiatives that generated $300M+ in annual services revenue while expanding EBITDA, operating leverage, and enterprise value. • Built and scaled global consulting, services, and customer organizations into growth platforms generating $600M+ in services revenue and contributing to $1.9B+ in SaaS and platform growth through sales transformation and GTM alignment. • Led AI, cloud, and digital transformation programs delivering 15–30% productivity gains, accelerating customer adoption, reducing churn by 24–32%, and improving recurring revenue performance. • Designed enterprise operating models integrating Sales, Product, Engineering, Customer Success, Services, and Finance, improving execution discipline, profitability, and scalability. • Directed large-scale restructuring, M&A integrations, and operational transformations that strengthened business performance and optimized global delivery models. • Serve as a trusted advisor to CEOs, Boards, and investors on growth strategy, AI transformation, operating leverage, and value creation initiatives supporting acquisitions, IPO readiness, and long-term shareholder value. I am passionate about helping organizations transform commercial and operating models, unlock the power of AI, and translate technology and strategy into measurable business outcomes that drive growth, profitability, and enduring customer value.
At SoftwareOne, we're a global leader in software and cloud solutions, helping organizations navigate the complexity of today's technology landscape. We pride ourselves on being vendor-neutral advisors, meaning we always act in the best interest of our customers. From initial strategy to implementation and ongoing support, our mission is to ensure every organization gets maximum value from their IT investments. Serve as a strategic business advisor to regional sales leaders and account teams, driving services revenue growth through consultative solution selling, executive storytelling, and customer value realization. Partner with customers and cross-functional teams to align AI, cloud, and digital transformation initiatives with measurable business outcomes. Lead opportunity qualification, account strategy, business case development, and partner co-sell motions while orchestrating solution resources and maintaining disciplined pipeline management. Enable outcome-focused customer conversations that expand services adoption and maximize customer impact.
Led a consulting and services practice focused on AI, fintech, cloud, and enterprise transformation. Advised CEOs, Boards, and private equity sponsors to accelerate growth, optimize operations, and create sustainable enterprise value across Fortune 500, PE-backed, and high-growth companies. • Advisor to boards, executive leadership teams, and investors on corporate strategy, operating model transformation, AI adoption, and value creation initiatives that improve growth, profitability, and enterprise scalability. • Led strategic engagements spanning commercial transformation, customer lifecycle modernization, finance and operations optimization, and post-merger integration, aligning technology investments with business outcomes and shareholder value. • Partnered with C-suite stakeholders to redesign GTM, Customer Success, Services, Product, and Delivery organizations, establishing KPI-driven operating models that enhance recurring revenue, customer retention, and operational leverage. • Served as a trusted advisor to Boards and executive teams on growth strategy, organizational effectiveness, capital efficiency, and AI-enabled business transformation, translating complex market and technology trends into actionable strategies. • Architected and commercialized innovative platform and ecosystem solutions, including an AI-enabled embedded payments platform generating $50M+ in revenue through strategic partnerships, digital payments modernization, and regulated fintech infrastructure. • Drove enterprise-wide transformation initiatives that integrate product, engineering, sales, customer operations, and partner ecosystems to improve execution, accelerate innovation, and maximize long-term enterprise value. • Provided strategic counsel to private equity sponsors and portfolio companies on due diligence, operational restructuring, EBITDA expansion, AI strategy, and scalable growth frameworks supporting acquisition readiness and value realization.
Seton Hall University - Stillman School of Business | Adjunct Professor | Jan 2024 – Present • MBA Course Research and Instruction: Delivered MBA courses in advanced Artificial Intelligence, Digital Transformation, and Leadership Strategy concepts, preparing business leaders for modern challenges in technology-driven environments. University of Washington - Foster School of Business | Adjunct Professor | 2010 – Jun 2021 • Taught MBA courses: Corporate Governance, International Business, Doing Business in China, Technology Management, and Capstone Advisor Seattle University - Albers School of Business | Adjunct Professor | 2007 – Jun 2021 • Taught MBA courses: Corporate Governance, International Business, Doing Business in China, Marketing Fundamentals, Technology Management, and Capstone Advisor
Cornerstone OnDemand | Cloud Talent Management & AI-Driven Learning Platforms • Scaled Global Customer Success for Retention and ARR Growth: Unified renewals, onboarding, enablement, Voice of the Customer (VoC), and churn management into a data-driven post-sales operating model, sustaining 98% Gross Revenue Retention (GRR), improving retention by 20%, and driving 15% ARR growth across global SaaS customers. • Collaborated with Sales, Marketing, and Product Development to translate market signals, manage customer feedback, facilitate product innovation strategy sessions, and manage sales pipeline insights into actionable GTM priorities and quarterly execution plans. • Built and led global leadership teams responsible for retention, expansion, and account execution, driving 98% retention through clear goals, operating rigor, and performance management. • Established GTM forecasting discipline and execution accountability by implementing standardized pipeline health metrics, forecast reviews, and regional performance cadence to improve predictability and results. • Executive Partnership and Customer Advocacy: Served as a senior escalation point and trusted advisor to Boards, C-suite leaders, and enterprise customers, aligning customer outcomes with revenue and growth objectives while delivering customer success roadmaps that contributed to 25%+ over-quota performance
Procore Technologies | Cloud SaaS Platform for the Construction Industry • Built and Scaled Global Customer Success Organizations: Led global Customer Success and consulting teams supporting technical, product-led customers, driving subscription growth, product adoption, and expansion across cloud-based SaaS platforms. Established post-sales operating models that improved customer readiness and scalability, contributing to a successful $635M IPO. • Drove Retention and Net Revenue Expansion: Partnered with Product, Engineering, Sales, and Services to align retention, renewal, and expansion strategies, delivering a 15% increase in Net Revenue Retention (NRR), improved renewal rates, reduced churn, and sustained growth in an AI-driven SaaS environment. • Accelerated Adoption and Time to First Value: Owned GTM and post-sales enablement strategies for cloud and data platforms, implementing onboarding, enablement, and services playbooks that accelerated time to first value, increased adoption, and expanded services revenue across enterprise and mid-market customers. • Operationalized Customer Health and Churn Prevention: Implemented customer health scoring and lifecycle analytics using Salesforce and Gainsight, driving a 90% increase in product utilization and a 24% reduction in churn. Established VOC-driven feedback loops that informed product prioritization and roadmap decisions. • Owned P&L, Metrics, and Cross-Functional Execution: Managed global P&L, KPIs, and AOP while aligning Customer Success, Sales, Marketing, and Product around customer outcomes. Led VOC and post-sales insights into product strategy and M&A integration, strengthening adoption, renewals, expansion, and long-term retention.