I turn complex technical and business needs into seamless workflows so that growing teams can focus on what actually matters.
Impact + Achievements
What I Do + What I Have Done
Bridging the gap between complex financial architecture, AI automation, and human-centered support, I help SaaS platforms turn technical data into intuitive client outcomes. Across my career, I’ve specialized in guiding complex implementations, de-escalating high-risk accounts, and empowering teams to maximize software ROI.
Trusted Advisor
Early adopter of AI personally (GPT-3), and in the first half of 2026, began rolling out custom GPTs for through our enterprise license. I am the Go-To resource for AI, API, and Web Services in the customer support team. Clients are routinely funneled to me for the most urgent, technical, and complex problems with Sage Intacct.
Teacher and Mentor
I got my first taste of teaching while founding a math tutoring group in high school, and I haven’t looked back. Currently mentoring new associates toward their own SME paths. I am praised for my ability to convey complex technical information to non-tech savvy clients and fellow teammates, even in high-pressure situations.
Entrepreneurship, Live!
Successfully negotiated a real-world lease of a commercial space as a class project, then parlayed that into a pop-up hair salon.
Ownership
I have primary ownership of one of our most active clients. I identified and scoped transitioning them to a subscription plan for consulting hours, so that we can more cost effectively meet their needs long-term. They are a satisfied client in my care!
Happy Customers
My CSAT is consistently 9+ while maintaining a quarterly caseload of 150 cases for any number of our 2,000 subscription clients.
Foresight
In my current role, I am frequently the first or only person to proactively reach out to the CSM when their client health is going red due to open support cases. I keep all parties (CSM, consulting, development) involved and in the loop on client status, and I see potential issues before they become a problem.
9/10
NPS across our 2,000+ Sage Intacct Clients
1,860
6%
upsell ARR realized through client recommendations
of team’s technical cases (AI, API) are assigned to me
30
$32K
completed SaaS Implementations
in add-ons and consulting hours recommended to clients in 2026
support cases since April 2023
450
hours of relevant graduate level coursework
75%
500+
career hours of face-to-face touchpoints with clients
Organizations I Support
Volunteer (2017-2018), Donor, + Proud Member
Former member + Long-time Donor (2021 - Present)
Interim Board Member, Atlanta (2015-2016)
Volunteer (2013)