Customer operations leader.
Problem solver.
Team builder.

Senior manager with 7+ years scaling SaaS support operations, driving performance metrics, and leading teams through growth.

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About

Leading high-performing customer care teams

I'm a senior customer care and operations leader with over seven years of experience managing high-volume, SaaS-based support organizations. I specialize in managing managers, scaling workflows, and owning critical service metrics including SLA, backlog, quality, and attrition.

My approach combines deep operational expertise with cross-functional partnership. I work closely with Product, Engineering, and Compliance teams to resolve systemic customer pain points while building strong leadership pipelines through coaching, development, and strategic hiring.

From leading teams through major product launches to building real-time dashboards that improve visibility and decision-making, I thrive in fast-paced environments where delivering consistent, high-quality customer experiences is paramount.

Expertise

What I bring to the table

Leadership

  • Managing Managers
  • Team Development
  • Change Leadership
  • Workforce Planning
  • Customer Advocacy

Operations

  • SaaS Support Operations
  • SLA & Performance Metrics
  • Workflow Configuration
  • Escalation Management
  • Process Improvement

Technical

  • Salesforce
  • Ticketing & Automation
  • Dashboard Development
  • Systems Integration
  • Technical Troubleshooting
Experience

Career timeline

Senior Manager, Client Services Operations

Empower (acquired Personal Capital)
Nov 2021 – Present • Remote (IA)

Senior Client Operations Associate

Personal Capital — Workflow Manager
Mar 2021 – Oct 2021 • Denver, CO

Senior Client Operations Associate

Personal Capital — Private Client Group
Jul 2020 – Mar 2021 • Denver, CO

Client Operations Associate

Personal Capital
Nov 2019 – Jun 2020 • Denver, CO

Market Conduct Surveillance Analyst

UBS
Aug 2017 – Nov 2019 • Nashville, TN

Junior Commodities Trader

DV Trading
Jan 2015 – Jul 2017 • Des Moines, IA
Projects

What I'm building

Work — Automation

Smart Form & Document Generation

Built a custom form that allows associates to input client information into required fields. The system automatically generates all necessary paperwork, sets up DocuSign documents with proper routing, and creates a pre-populated email in Outlook ready to send.

What used to take 20-30 minutes now happens in under 2 minutes.

Eliminated hours of manual work daily, reduced errors, improved client response time.
Work — API Integration

DocuSign Auto-Download API

Created an API integration that automatically scrapes signed documents from DocuSign and downloads them directly into the correct folder structure. No more manually checking, downloading files one-by-one, and organizing them.

Saved 10+ hours per week across the team, ensured 100% filing accuracy.
Personal — E-Commerce

Estate Sale Flipping

Hunting for unique items at estate sales and auctions. I look for quality furniture, vintage goods, and undervalued pieces that can be cleaned up or revamped. Some I keep, others go to market.

Part treasure hunt, part business — seeing potential in overlooked things.
Personal — Web Development

Building Websites for Local Businesses

Creating clean, modern websites for small businesses that need an online presence. This site? Built it myself using HTML/CSS. Now scaling this into a service business.

Goal: Help 10 local businesses get online in 2026.
Personal — Automation

Smart Meal Planning Tool

Created an Excel-based meal planner where you input recipes once with all ingredients. Pick meals for each day of the week, and it automatically generates a consolidated grocery list.

Turned meal planning from a 30-minute chore into a 2-minute task.
Highlights

A few wins worth mentioning

15%
Improved SLA attainment through real-time dashboards and workflow optimization
10+ hrs
Saved per week with DocuSign API automation across the team
Multiple
Managers developed and promoted under my leadership
20-30 min
Tasks reduced to under 2 minutes with smart form automation
Denver → IA
Successfully transitioned to remote leadership role
Side Hustles
Estate sales, web dev, and automation projects outside of work

Let's connect

I love solving problems and making things better.
If something is slow or frustrating, let's fix it together.