Customer Success & Account Management Leader
Your customers buy with grant money. Your renewals should plan for that.
I help EdTech and workforce startups turn their first districts, colleges and workforce boards into renewals and expansion. Every plan is built around the funding cycles (WIOA, Perkins V, Pre-ETS) that actually decide whether they renew.
- 8+ yearsin CS & AM
- 210%NRR
- $1Min upsells
- in team upsells
- $1M
- in team upsells
- 2026
- at-risk revenue saved
- $500K
- at-risk revenue saved
- 2026
- net revenue retention
- 150–210%
- net revenue retention
- year over year
- in European upsells
- €400K
- in European upsells
- expansion
Selected work
Frameworks, tools and playbooks I’ve built to keep customers growing.
Partner Success Portal
A self-serve portal that gives partners one place to track health, renewals and next steps.
AI Funding-Stream Account Planner
An AI-assisted planner that maps each account to the public funding it can tap.
Customer Health Scorecard
A clear, weighted scorecard that spots at-risk customers before renewal season.
Renewal Lifecycle & Playbook
A 180-day renewal motion with clear owners, checkpoints and plays.
CS Leader 180-Day Entry Plan
How I step into a new CS leadership role: listen, diagnose, then build.
Post-Sales Operating Model
The structure, handoffs and rhythms that connect onboarding, success and renewals.
Sales-to-CS Handoff Kit
Streamline internal handoffs from sales to CS/AM/ Implementation teams. No guesses & no miscommunications.
Adoption-Risk Playbook
Eight-category Risk framework and eight-step adoption-risk Playbook
Contact
Let’s talk about your next renewal season.
Whether you’re building a Customer Success team, fixing churn, or looking for a leader to grow your book of business, I’d love to hear what you’re working on.
