• Launched behavioral health start-up with responsibility for all sales, operations, and client relationships, including sales presentations, marketing collateral, and proposals.
• Served as fractional marketing lead for higher education start-up, responsible for investor and marketing collateral, including pitch decks, flyers, marketing campaigns, social media posts, and more.
• Developed sales and marketing collateral for value-based healthcare SaaS analytics start-up, including sales deck, marketing and trade show brochures, and email campaigns.

• Created and implemented customer success infrastructure, including project kick-off template, demo scripts, and monthly business review templates for a SaaS remote patient monitoring company.
• Developed dashboards for tracking client utilization and engagement metrics for each customer success manager (CSM) that led to 22% increase in number of clients exceeding a key engagement metric.
• Coached CSMs on elevating new and existing client relationships with a consultative, data-driven approach.
• Evaluated CSM performance on client calls and weekly account reviews; delivered recommendations on team restructuring.

• Served as a member of the Learner's Digest Executive Team, which set and executed strategy for the division.
• Created a customer success team by training, coaching, and elevating project coordinators to a more strategic client-focused role.
• Implemented consistent client onboarding processes and business templates for regular client check-ins.
• Oversaw product line growth from $2M to $10M in both organic growth of existing clients and onboarding new clients.
• Developed and executed strategy to sell Learner’s Digest products through Wolters Kluwer salesforce, including pricing strategy and sales training. Sold $500K through new channel during pilot period.
• Managed $12 million in strategic partnerships with leading medical societies, including American College of Cardiology, American Diabetes Association, and American Psychiatric Association.
• Renewed annual contracts with societies and served as subject matter expert throughout the sales process for new clients and projects

New Products, Planters Division

Conducted client interviews, data analysis, and presented recommendations on operational improvements.