Fractional Operations · RevOps · Customer Success
I step into SaaS and complex B2B companies as a senior fractional operator — COO, revenue operations, and customer success — and rebuild the systems behind growth and retention. Strategy and hands on the keyboard, from the same person.
How I plug in
Whether you need a temporary leader, a system rebuilt, or an ongoing hand on the wheel, the work starts the same way: find where revenue and customers are leaking, then fix the systems causing it.
Senior operations and revenue leadership without a full-time hire. I own the number, build the team's playbook, and run the function while you scale toward your own leader.
A decade-plus building retention motions for technology companies. I turn renewals from a fire drill into a predictable engine across the full customer lifecycle.
Platform-agnostic implementation built around a motion that works, instead of a motion bent to fit the tool. Configured, documented, and adopted by the team.
What I do
A clear-eyed read on where retention is actually breaking — segmentation, coverage model, health signals, and the real reasons accounts leave, not the ones in the exit survey. Then the motion to fix it, across the whole lifecycle from onboarding to renewal and expansion.
The connective tissue between marketing, sales, and success — so leads, data, and revenue stop falling through the cracks between teams and tools. Reporting leadership can act on, not just admire.
I've administered and implemented across the modern stack — from CRMs and customer success platforms to marketing automation and cloud infrastructure. The platform gets configured around the motion, then I use AI where it does real work: automating manual ops and flagging risk before it shows up at renewal.
Senior operations, RevOps, or customer success leadership without a full-time hire. I run the function, build the team's playbook, and own the number while you scale toward your own leader.
Specialized & regulated industries
Plenty of consultants are fluent in clean, friendly markets. Fewer can operate where the rules are real and the supply chain is complicated: regulated categories, distributor-dependent retail, industries where payment processors get skittish and ad platforms change the goalposts without warning.
As a director of marketing inside a firearms-focused technology company, I lived the distributor-dependent retail model and its compliance realities first-hand — serialization, transfer workflows, channel constraints, and the operational complexity that generic agencies give advice on without ever understanding. If your industry has rules that scare off the usual help, that's exactly where my experience earns its keep. And if you're in a more conventional market, the same discipline just makes the work cleaner.
How we work together
A low-commitment first step that earns the next one. No retainer required to begin.
A scored diagnostic of your operations, retention, and tooling, with a prioritized roadmap you can act on. The fee credits toward implementation if you move forward.
Lifecycle and retention systems, platform buildout, workflow automation, and reporting, scoped straight off the audit findings.
I own your operations, retention, and reporting as your part-time leader. Client load is capped so you get real attention.
I've carried the number, not just advised on it — as a fractional COO, a director of marketing, and a leader of customer success and revenue operations through the messy reality of growth. I speak strategy and I sit with the data and the tools. Both, from one person.
I've never met a stranger. I'm always looking for new relationships and new ways to expand the toolset I bring to the people I work with. And I believe indecision costs more than the occasional wrong call. If a system isn't working, we change it and learn, rather than studying it for another quarter while customers churn. The audit is how we take that first step with eyes open.
What that means for you: I don't hand over a slide deck and disappear. I read the data, design the motion, configure the tooling, coach the team, and then show leadership the numbers moving in the right direction.
Get started
Start with a two-week audit. You'll get a scored report and a roadmap, with no retainer required to begin. Tell me a little about your business and I'll be in touch.
Go beyond busy.