High Tech + Happy Clients

Proven track record managing complex SaaS implementations, collaborating cross-functionally to achieve wins for high-risk clients, and sustaining a 9+ NPS to drive long-term retention.

People who work with me would say that I am:

▶ Empathetic

▶ Articulate

▶ Growth-Minded

▶ Hopeful

▶ Perceptive

▶ Authentic

Experience and Education

Sr. Customer Support Analyst

2022 - Present

SaaS (Sage Intacct) | Leadership | AI SME

Master of Business Administration

2024 - Present

Negotiation | AI in Healthcare | Healthcare Certification

Sr. Implementation Consultant

2016 - 2018

SaaS (Intacct) | Customer Support | Onboarding

Credentials + Awards


ChurnZero: Customer Success Foundations

2026

Most Efficient Negotiator - Eller Evening MBA

2026


Certified Public Accountant (California)

2018


Skills

Process Optimization

AI Subject Matter Expert

Business Acumen

High-stakes Customer Management

SaaS Implementation Background

Customer / Tech Support

Personality

These scores reflect my natural drive for precision, my proactive risk awareness, and the authentic empathy I bring to every client partnership.

OCEAN / Big 5 (percentage of trait)

Meyers-Briggs: INTJ-T

DISC: Conscientious

Spirit Animal: Ant

DISC: Dominant

I Believe...

A bird in the hand is worth two in the bush.

Retention and renewal are the key to long-term profitability.

A Little Levity

  • In my free time, I like reading non-fiction, learning roller jam with my kids in the Arizona winters, working on my stand-up set, and looking longingly at my piano.

  • I read every day. My favorite authors are Chip/Dan Heath, Atul Gawande, Bill Bryson, Sam Keane, Mary Roach, and Matthew Parker (of mathematics fame. It’s a very common name.).

  • I have 2 dogs: a tri-pawd German Shepherd and a mini goldendoodle. The cat is named Blinky.

  • Most proud of: Former French Language Champion. J'ai été championne de langue française pendant mes six ans à l’école. And I have a lot of blue ribbons to prove it.

  • I graduated high school and college at the same time, and I earned my master’s degree in accounting before I was old enough to toast to it.