
Leading through Empathy to Change the Way We View Experiences with Each Other
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Product Management — Product Life Cycle & SDLC
Go To Market Strategy
Building out Go To Market Strategy for new products or service offers.
Defining Target Market
Define Service Offerings
Outline Marketing Strategy
Ensuring success tracking during launch with mitigation plans to increase adoption + outreach
Product Branding
Building a brand strategy around customer awareness with
Personalized + Proactive Customer engagements to ingrain customer trust + loyalty
Enable the customer to feel confident when looking to expand with product
Product Strategy & Roadmaps
Building Product Roadmaps with a balance between
New feature enhancements
Necessary technical debt
Hitting Success KPIs
Sales & Field Enablement
Building Training, Communication, & Tools to help enable
Sales teams to position new offers + convert more deals
Delivery teams to help customers reach Time to Value quicker with standard | automated deployments
Program Management — Program & Project Life Cycles
Leadership On Strategy
By staying up to date on the latest industry standards, it provides the ability to look at problems from multiple angles to help paint the full picture & the steps it will take to get there
Schedule & Scope Management
Utilizing an Agile framework to help build out both long term & short term plans that can be easily adjusted to meet updated business needs
Risk Management
Continuously taking steps on current path to success to determine any new risks or existing risk that require mitigation plans
Quality Management
Ensuring that the right checks are in place during each stage of the customer or software life cycle to ensure that delivery meets the stakeholders expectations
Sales, Customer Success + Service Operations — Supporting Success Teams
Offer Success Framework
Built a Customer Success & Services Offer Framework that allows for easy integration into Customer Success Manager’s overall Success, Expansion & Renewal Plans (LAER Service Support)
Starting to build out full end to end journeys that support year over year growth & value realization
Brining verticalization to life with vertical specific pre-defined offers that provide quick MVP while following best practices for implementing our solution
Organizational Support
Shifting service offer delivery work to cheaper resources for smaller deals
Working with delivery teams to optimize Agile sprints, scheduling, risk management to reduce time to value for our customers.
Success Planning & Monitoring
Reviewing the existing service portfolio & aligning with the Customer Success Operational teams to interlock our services with the support they need to mitigate & expand
Building out business outcome & best practice collateral to train our CSMs & Project Teams on how to should value based reporting to support customer success
Employee Training Engagements
Build out & deliver training for new operational processes, service offers, and marketing campaigns supported by Customer Success & Services
Utilized innovative engagement techniques to keep employees continuously engaged during training
Provide Just In Time materials for quick access to need to know information to allow for quick quoting & delivery
Data Based Decision Making DDDM — Measuring & Planning for Success
Pre-Sales Enablement
Using Attach Rate to determine if offers are being adopted by our sales team
Using Time to Initial Statement of Work to determine how simple & easy it is to quote an offer based on customer discovery
Using # of times positioned vs # of times sold to determine how sticky our offer is when positioned by sales
Sale to Project Team Optimization
Using Time from Quote to Time to Project Creation to measure the efficiency in our Deal Approval process & look for opportunities for improvements
Using Time from Signature to Project Team Assignment to determine effectiveness of processes for staffing the right resources in time to meet customer expectations
Delivery Optimization
Using Time to MVP or Time to First Go-Live to determine how effective our delivery teams are working to implement the solution, while looking for areas of opportunity for automation
Using # of UAT Defects to determine success of software deployment or customer implementation
Using the # of Production Defects to determine the success of our quality assurance teams
Adoption, Expansion + Renewal
Using Feature Utilization to determine the success of the adoption of the solution for both employees & customers
Using NPS/eNPS to validate the experiences of our customers & employees
Using Renewal Rates to determine customer success
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