Market focus, team structure, and incentives
I worked with the founder and team to sharpen market focus using customer interviews, churn and win/loss analysis, and market sizing.
I led changes across Sales, Marketing, Customer Success, Support, and Operations, connecting team responsibilities and spending with that focus. The work also included aligning team compensation with customer acquisition and retention goals.
Customer coverage and follow-through
I redesigned customer success around a one-to-many model and introduced automation into renewal and collections workflows.
The work connected customer coverage with renewal preparation, billing follow-up, and clear responsibilities across the customer relationship.
Dashboards and reporting across teams
I provided internal dashboards across all teams so people could track their performance and key metrics.
I led work to rebuild Salesforce data structures and clarify reporting definitions, and helped centralize revenue and retention reporting using Coefficient.
The work also included retention forecasting, product-engagement scoring, and customer-health reporting.