Implementation leader who turns customer context, operating data, and AI tools into work people actually use.
Twelve years turning complicated software, services orgs, and AI workflows into clearer decisions and adopted systems.
Led nearly 200 enterprise implementations at AuditBoard / Optro, including customer feedback loops during its AI-native GRC pivot.
Built Professional Services operating systems through OneTrust hypergrowth.
Hands-on with Claude, Codex, local model workflows, Open WebUI, OpenClaw, Hermes, browser automation, and source-grounded evaluation.
Enterprise implementations led at AuditBoard / Optro
400+
Consultants supported through services operating systems at OneTrust
$48M
Managed e-commerce account revenue at Flash Furniture
01 — Capabilities
What I’m useful for.
Select a capability to highlight matching proof across projects and experience.
Select a capability to highlight matching evidence.
02 — AI Case Study
Meeting notes that improve over time.
A practical AI Customer Success / AI Ops example: convert a customer call into an executive recap, action table, risk view, and a stronger review prompt for next time.
Customer callReviewed AI workflowCustomer-ready follow-up
InputRaw customer meeting
Transcript, implementation notes, objections, open questions, owners, deadlines, and product feedback.
Customer asks
Risk indicators
Next-step owners
Reviewed workflowKarpathy-style Autoresearch loop
Meeting notes become a usable follow-up, and each review improves the next draft.
1Extract facts, asks, risks, owners, and deadlines.
2Draft the recap, action table, and account-team context with the right model for the job.
3Check the draft against source notes for accuracy, clarity, and actionability.
4Improve prompts, examples, and rubrics so the next follow-up starts stronger.
Review feedback -> prompt updates -> better next meeting follow-up
OutputCustomer-ready follow-up
Executive recap, action table, risk flags, QBR notes, recovery plan, and account-team next steps.
Executive-ready recap
Account action table
Renewal and adoption view
ModelsPick the right model
Claude and Codex
Qwen, Gemma 4, Ollama, MLX
Local review when privacy matters
AutomationTurn notes into workflow
Whisper transcription
Browser and file automation
Open WebUI, OpenClaw, Hermes
Operating systemsLand it where teams work
Salesforce and Sigma context
QBR and account-team notes
Playbooks that improve over time
03 — Selected Projects
Selected proof projects.
i. Local · AI
Local Meeting Intelligence
Mac Studio workflow for meeting transcription, Qwen summarization, and judge-style comparison loops that make outputs easier to review and improve.
Adapted a Karpathy-style autoresearch loop for meeting notes: compare model drafts against the transcript, score faithfulness and actionability, revise prompts, and rerun so each reviewed follow-up improves the next one.
Shopify and Etsy optimization for a working artist: SEO, Google Shopping, product-positioning tests, and customer-behavior analysis for a measurable creative business.
Led nearly 200 enterprise implementations across ITRC, RiskOversight, CrossComply, TPRM, and ITRM — 10–15 concurrent engagements from onboarding through executive reporting.
Drove 3 implementation-led expansion wins by surfacing live customer use cases and adoption gaps to account teams — no direct sales motion required.
Partnered with Product and R&D through AuditBoard’s pivot to Optro, translating frontline customer reactions to AI-native features into roadmap input.
Owned Sigma reporting enablement: built customer-facing dashboards unifying control-assessment and risk data, plus the documentation and talk tracks to make them usable.
First to deliver Optro’s reporting enablement service as a repeatable engagement; cross-certified across all four ITRC modules.
Dec 2019 → Aug 2022
OneTrust
Senior Manager, Business Operations — Professional Services
Built and ran a globally distributed 5-person operations team through hypergrowth — delivery playbooks, operating cadence, systems hygiene, and executive visibility.
Architected $100K+ in annual recurring savings by designing a Salesforce-native solution that displaced a planned FinancialForce license expansion.
Designed and implemented FinancialForce PSA in Salesforce, systematizing time tracking, project management, and delivery reporting across a 400+ consultant services org.
Built executive BI dashboards tracking 400+ consultant KPIs with per-consultant views — the basis for weekly executive reviews and resource decisions.
Mar 2018 → Oct 2019
KNOW Foods
Director of Strategic Initiatives
Owned e-commerce P&L across Shopify and Amazon — shipping economics, sales data, and customer KPIs to protect margin and inform marketing.
Project-managed a NetSuite ERP implementation, aligning operating processes to the system rather than the other way around.
Built B2B go-to-market motion for an early-stage food incubator: channel pricing, weekly newsletter, structured outbound pipeline, and board-level performance reporting.
Managed a $1M B2B portfolio and sourced 20 net-new accounts across foodservice and retail channels.
Jul 2015 → Mar 2018
Flash Furniture
Business Development Manager
Grew e-commerce key accounts (Walmart, Staples, Office Depot, Overstock) 20% YoY to $48M in managed revenue.
Sourced $15M in new business across 7 net-new accounts — 20% of total company revenue in 2017.
Aug 2013 → Jun 2015
Infosys Consulting
Management Consultant
Advised financial-services executives on operating model design and digital transformation; translated business requirements into system-ready specifications.