Enterprise software
Ivanti
Customer success & value engineering
Value Engineer
Built the tools, workflows, and training behind enterprise maturity workshops.
Value Engineer
Built the tools, workflows, and training behind enterprise maturity workshops.
Workshop & enablement automation
Rebuilt maturity workshops with tools that automate preparation and outputs. Developed templates, checklists, and guided workflows, then trained solution engineers to use them for faster, more consistent delivery.
Inside the workCapability & Maturity Assessment36 business capabilities · Team contributionView case studyIvanti AI Labs & applied development
One of 38 original members of Ivanti AI Labs, an accredited cohort working on agentic AI, practical applications, and safety. Used Claude and Codex for development and tested tools in production before recommending them.
Self-guided customer tours
Co-built self-guided tours and demos with Consensus, Puppydog, and GitHub Copilot. Delivered through GitHub Enterprise and Highspot for User Summits, customer conversations, and workshops.
Account strategy & marketing
Joined onsite QBRs for strategic accounts, qualifying customers for maturity assessments and expansion opportunities. Adapted value-engineering assets into social content with marketing.
Scale Customer Success Manager
Worked on customer adoption, retention, and expansion during a six-month strategic assignment.
Scale Customer Success Manager
Worked on customer adoption, retention, and expansion during a six-month strategic assignment.
Framework integration
Helped expand the team and bring the Capability & Maturity Framework into customer conversations and upsell planning.
Adoption & retention
Led onboarding, adoption, and renewal work. Used account audits and early risk reviews to reduce churn and improve net revenue retention.
Expansion & customer advocacy
Worked with account executives on upsell and cross-sell opportunities. Supported sales and marketing with customer stories, reference accounts, and case studies.
Customer Success Strategist, Center of Excellence
Built business cases and delivery tools from maturity assessments; trained teams across EMEA and APAC.
Customer Success Strategist, Center of Excellence
Built business cases and delivery tools from maturity assessments; trained teams across EMEA and APAC.
Digital assessment experience
Contributed to the design and rollout of a self-service Capability & Maturity Assessment spanning 36 business capabilities. Partnered with marketing and product on structured data capture and trend analysis.
Discovery & business cases
Led discovery and built ROI models in Value Cloud using benchmarks and customer data. Ran onsite and virtual workshops, then used the findings to develop executive business cases, adoption roadmaps, and cross-sell priorities.
Repeatable delivery
Standardized how the CoE delivered assessments and automated their outputs, making findings easier to prepare for executive discussions.
Global enablement & Ivanti LIVE
Trained teams across EMEA and APAC to use the framework and ROI Calculator, with learning materials and playbooks. Co-presented the CoE framework at Ivanti LIVE.
