top of page
Modern Architecture

Key Professional Skills

Over the past 30+ years I've had the opportunity to work within or closely with nearly every corporate function at both startups and multi-national public organizations. This enables a nearly 360-degree perspective of a corporation.  This page summarizes the key areas of my professional expertise across six business functions. This is a representative but not exhaustive list. I bring to any team and corporation a well rounded skill set with an even balance of pragmatism and optimism. Even the most optimistic growth strategy has to be anchored by specific, measurable, achievable goals or it risks losing credibility with both investors and employees. Stretch, but don't break your team.  That's how a company achieves sustainable growth year-over-year.


  • Funnel Dashboard Design

  • Pipeline Forecasting & Revenue Projections

  • Presentation Materials

  • Presentation Delivery

  • BDR Leadership

Account Management

  • SaaS Renewals Forecasting & Reporting

  • Account Expansion Best Practices

  • Contract & Renewal Management

  • Cross-selling and Up-selling

  • AM Leadership


Operational Excellence

  • Six Sigma Yellow Belt

  • Objectives & Key Results (OKR) Mgmt

  • Business Process Reengineering

  • Performance Metrics Analysis

  • Project Portfolio Management


Customer Success

  • Excecutive Relationship Management

  • Customer Journeys & Playbooks

  • Net Promoter Score (NPS) Managment

  • Customer Support Enablement & Automation

  • Service Recovery Best Practicies

Customer Success.jpg

Financial Management

  • Corporate Budgeting and P&L Mgmt

  • Legislative Compliance

  • Financial Forecasting & Reporting

  • Cost Benefit & Sensitivity Analysis

  • AR/AP & Cash Flow Management


Executive Leadership

  • Board Engagement

  • Organizational Development

  • Resource Utilization Analysis & Forecasting

  • M&A Due Diligence

  • Corporate Communications & Change Mgmt

bottom of page