I've spent eight years owning client relationships at the intersection of strategy and operational discipline, serving as the trusted point of contact, keeping accounts healthy, and building the systems that make complex work run smoothly. I do my best work in structured, collaborative environments where clear communication and follow-through earn trust. I'm known for being autonomous, organized, and deeply committed to the clients and teams I support.
My background spans a $15M+ book of business across 20+ national brands in restaurants, wellness, retail, and more. Earlier in my career I supported franchisees across 60+ locations, so I understand both sides of every client relationship. I anticipate needs, make sense of ambiguous situations, and keep priorities on track even when things get complicated.
Outside of work, I'm creative and wellness-oriented. I paint, crochet, and explore new crafts, which keeps me curious, detail-focused, and brings steady energy to everything I do.
"Colleagues have called me the velvet hammer, approachable and supportive, but firm about deadlines, quality, and follow-through."
$2M
Client revenue retained
15+
Concurrent accounts managed
2x
Account revenue growth, year over year
6+
Internal teams coordinated
What I do
What I bring to the table.
Customer Success
Onboarding & Adoption
Getting new accounts to first value fast, with a plan mapped before kickoff, not after they stall.
Retention & Renewals
Spotting risk early and making the case for renewal long before the contract date.
Account Health & Business Reviews
Health checks and QBRs that show clients the value they're getting, in their language.
Expansion & Growth
Finding the next right thing for each account, upsell and cross-sell that actually fits their goals.
Account Management & Operations
End-to-End Account Ownership
The single point of contact from kickoff to renewal, nothing falls through the cracks.
Stakeholder Communication
Complex status translated into what clients and leaders need to make decisions. No surprises.
Cross-Functional Coordination
Rallying internal teams around the client so the customer never feels the seams.
Data & Performance Reporting
Tableau dashboards and KPI tracking. Right questions before the report is pulled.
Experience
Where I've done this work.
2023 – Present
Senior Client Services Manager
Triadex Services
Owned a $15M+ book of business end to end, from kickoff to renewal, across 15+ concurrent national brand accounts
Served as the primary point of contact and trusted advisor for a portfolio of national brand clients, managing relationships, expectations, and deliverables simultaneously
Drove retention and expansion by spotting account risk early and surfacing growth opportunities the data was pointing to but no one had acted on yet
Ran regular business reviews, translating account performance into clear, decision-ready insights for client stakeholders and senior leadership
Evolved into a strategic advisor role over time, shaping account strategy and contributing to higher-level planning decisions
2019 – 2023
Client Services Manager
Triadex Services
Managed day-to-day relationships for national brand accounts, coordinating everything from intake to delivery across digital, email, and direct mail
Built the client-facing processes and systems from the ground up, starting with Excel-based tracking and evolving into Smartsheet, creating the SOPs and workflows the team still runs on today
Owned quality control and vendor relationships, making sure every deliverable met client expectations, accurately and on brand
2017 – 2019
Marketing Coordinator / Operations Assistant
Perian Management · 60+ franchise locations
Acted as the central point of coordination between the corporate team and 60+ franchise locations, supporting their day-to-day needs and acting as their in-house partner
Built and executed local campaigns across digital, social, direct mail, and B2B channels, working alongside store managers and leadership teams
Analyzed performance and presented insights to leadership to support planning and decision-making
Coordinated community events, brand activations, and vendor relationships to drive traffic and local awareness
Selected projects
Work I'm proud of.
Retention & Relationship
A 10-year account was at risk. Four months later, we had them back.
S
Situation
A restaurant client generating around $2M annually parted ways with their agency, which had been our primary contact. After a few follow-ups without a response, it became clear we needed to find another way in.
A
Action
I tracked down the new agency and spent 3 months rebuilding trust through repeated conversations about our history and data expertise. When another vendor failed, I coordinated internally to step in and resolve it within a month.
R
Result
We got them back, for the crisis and for regular ongoing business. Both the client and new agency reached out personally to express their gratitude.
Four years into acquisition success, I asked: what about the customers we already have?
S
Situation
A home services client had focused entirely on new customer acquisition for about 3 years. We had consistently hit and exceeded their goals, but I kept seeing untapped potential in the customers they already had.
A
Action
I introduced targeting known customers to upsell services and reactivate inactive ones. The trust built through consistently strong results gave me the credibility to get them to test it, even though they were hesitant at first.
R
Result
The new customer groups outperformed the existing acquisition groups by approximately 3x, successfully reactivating lapsed customers and improving retention across the board. It opened up a full lifecycle dimension to the account that hadn't existed before.
~3xExpansion performance vs. acquisition groups
Process & Enablement
Built an account management system from the ground up
S
Situation
When I joined, there was no system in place to track accounts. Work was tracked inconsistently and leadership had no visibility into account priorities or progress.
A
Action
I built a tracking system in Excel and launched weekly team meetings to create structure. As the book of business grew, I migrated us to Smartsheet and eventually Asana, driving adoption at each stage.
R
Result
Leadership gained visibility into account status they didn't have before. The team had clearer priorities each day and a consistent way to take on and track new work across the portfolio.
3xSystems evolved, Excel to Smartsheet to Asana, improving visibility at each stage
Perkins Restaurant & BakeryEuropean Wax CenterRound Table PizzaYogurtlandSubwayGoodwillIdeal ImageCabinets To GoSmile DoctorsPhantom FireworksSESAC Music LicensingPaul Martin's American GrillColton's SteakhouseABC Home & CommercialRobeksThe Melt
Tools & systems
The tools behind the work.
CRM & data
HubSpot
Tableau
Excel (advanced)
Google Sheets
Account & project ops
Smartsheet
Asana
JIRA
Confluence
Client communication
Microsoft Teams
SharePoint
Google Workspace
Zoom
Presentations & content
Canva
Adobe Suite
Microsoft Office
PowerPoint
Get in touch
Let's work together.
I'm looking for customer success and account management roles where I can own client relationships end to end and bring both strategic thinking and operational discipline to a team that values retention, growth, and doing right by the customer. If that sounds like a fit, I'd love to connect.