- Led professional-services delivery of the company’s entity-resolution product — owning source-data analysis, match execution workflow, and client-facing analytics across the trucking, construction, and agriculture sectors.
- Built a repeatable, branded analytics framework and a browser-based deck-generation tool that reduced client deliverable turnaround by 60% per engagement and standardized output across all entity match clients.
- Delivered enterprise match-analysis engagements for national multi-rooftop dealer groups across trucking, construction, and agriculture sectors — among them a 52,000+ record match achieving a 95.8% match rate with tiered confidence segmentation for CRM integration.
- Designed and launched the RigDig Win-Back Program, qualifying 123 targeted accounts from the 2024-2025 cancellation list and building a partner referral motion targeting $30K–$50K in recovered ARR.
- Led partner-integration delivery with two strategic CRM and field-sales technology partners, identifying a repeatable win-back motion — evidenced by ARR increases of 116% and 43% at individual reactivated dealer accounts — and formalizing it into a scalable, transparent partner program.
- Authored client-facing onboarding assets, including the Entity Match Specifications documentation, SFDC Installation Guide and API Quick Start Guide (Authentication/Endpoint smoke tests) and the PSO Kickoff deck suite, closing pre-meeting access gaps and standardizing onboarding across Fusable Entity Match, the SFDC App, and the Fusable API.
- Served as PSO liaison on the internal Salesforce App implementation, coordinating technical leads, sales operations, and executive stakeholders and managing executive communications through go-live.

- Subject Matter Expert over a 35-dealer-account portfolio ($1.6M ARR), providing deep industry and technical knowledge to manage the client experience, understand needs, and serve as voice of customer to internal cross-functional stakeholders to optimize partnership.
- Developed and implemented comprehensive customer journey maps to identify key touchpoints and pain points, proactively addressing issues and surfacing opportunities throughout the lifecycle, resulting in a 28% decrease in churn rates.
- Built customized solutions for key accounts based on business needs, producing strategic deliverables that increased revenue beyond standard product and data functionality.
- Collaborated with internal stakeholders to ensure the digital platform operated at optimal capability — communicating client feedback, identifying concerns, ensuring successful implementation, and advising on revenue-generating growth opportunities.
Achievement: Created an internal workflow to proactively identify, monitor, and resolve client inventory discrepancies, reducing error resolution time by 80% and increasing revenue/budget maximization by 35%.

- Managed the post-sale lifecycle of 90 client accounts ($1.4M ARR), engaging key external stakeholders (Data Analysts, Sales Managers, IT Directors, VP Marketing, CDTO, CEO) as the primary contact responsible for relationship development, expert guidance, and customer satisfaction and retention.
- Conducted training and regular feedback sessions to review account health, identify potential issues, and provide recommendations and resources, leading to a 30% increase in product usage.
- Quantified customer retention through NPS feedback, usage, and account health to analyze renewal rates, price-increase sensitivity, probability of renewal, and churn risk.

Managed a $3.5M territory serving state and local agencies through proactive outreach, including outbound calling, email, and web conferences.

Responded to IFBs, RFQs, and RFIs, securing contracts from $250 to $1M and supporting compliance-focused sales execution.

Led a post-M&A service migration project for a $2M client and delivered technology solutions through website implementation, agency onboarding, and user training.

Managed a $1M territory of mid-level revenue accounts and supported one-time purchases, product-calendar allocations, and rapid-turn programs.

Analyzed sales history and industry data to identify trends, forecast projections, and uncover growth opportunities.

Delivered web-based presentations, conference calls, and tradeshows to promote product offerings and expand customer sales.