Customer Health & Risk Detection
I catch declining engagement before it shows up on a dashboard, and act while the account can still be saved.
For Companies Hiring a Customer Success Manager
11+ years converting customer relationships into the kind of business intelligence that protects retention, accelerates adoption, and keeps renewal conversations easy instead of stressful. Certified Customer Success Specialist (CCSS).
What I Bring
I catch declining engagement before it shows up on a dashboard, and act while the account can still be saved.
Customers who reach value fast renew without drama. I build the milestones and interventions that get them there.
Every renewal is earned from day one. I treat retention as a revenue function, not an afterthought.
I run QBRs and EBRs that executives actually want to attend, and build relationships across the org, not just one contact.
I turn customer signals into structured intelligence that informs product, service, and leadership decisions.
AI-Augmented, Human-Led
I use AI as a force multiplier: automating the repetitive work so my time goes where it matters, the customer relationship.
Automated ticket routing, follow-ups, and escalation triggers that remove manual busywork.
Connecting CRM, helpdesk, and project tools so data flows instead of being re-entered.
AI-assisted digests of account history and open items before every customer touchpoint.
First drafts of customer emails, QBRs, and status updates in minutes, refined with human judgment.
Pattern analysis across tickets and usage data to surface churn risk and expansion earlier.
Turning resolved tickets and recurring questions into help articles and canned responses fast.
Proof
106 institutional accounts across 16 commercial banks and 90 government agencies. Zero account losses. 100% transaction accuracy in a zero-error regulatory environment.
See Full ExperienceCase Study
A strategic analysis of an at-risk enterprise account: churn diagnosis, root causes, re-onboarding plan, and a RICE-scored initiative roadmap.
Read Case Study