This page and the timeline are generated from the same file, so they can't disagree with each other.
Experience
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Agentic AI & Cloud Communications Consultant · Matrice IT Advisors
Jan 2026 to Present · 8 mosDenver, CO
Building full contact center environments and the agentic AI inside them, on Zoom and Dialpad. The deployment work, not the demo.
- Builds full contact center environments in Zoom from the ground up: agentic voice and chat agents, quality management, workforce management, and AI expert assist, with intent-based skill paths that hand off to connected tools and APIs
- Designs and builds agentic AI agents in Dialpad: the workflows, skills, and guardrails behind a natural, reliable experience with human-in-the-loop escalation
- Advises reseller and partner teams on aligning CCaaS and UCaaS solutions to CX outcomes across RingCentral, Twilio, Zoom, and Dialpad, with landscape fluency across NICE, Five9, Genesys, and Cisco
- Owns professional services revenue and identifies expansion opportunity across partner and client accounts
- Builds enablement content that accelerates partner certification and sales readiness
- Publishes CX and AI writing on LinkedIn several times weekly
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Lead Financial Advisor · Northwestern Mutual / Inverness Wealth Management
Mar 2023 to Dec 2025 · 2 yrs 10 mosDenver, CO
Full-cycle advisory work in a regulated, high-trust environment, and the place where I first championed an AI rollout rather than just used one.
- Championed the rollout of an internal GPT-based knowledge system, enabling a team of 10 to research across internal knowledge bases and compliance documentation
- Drove adoption through hands-on enablement, use-case development, and peer coaching, the part that decided whether it stuck
- Applied LLMs daily for meeting-note capture, client follow-up synthesis, and accelerated research, building workflow-level fluency with the tools
- Ran full-cycle, multi-stakeholder solution sales in a regulated environment, acquiring and expanding $5M+ in assets and exceeding production targets by more than 2×
- Presented complex recommendations to executive stakeholders, translating technical detail into clear business outcomes across long, multi-decision-maker cycles
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Sales Compensation Enablement & Communications Manager · Twilio
Sep 2020 to Feb 2023 · 2 yrs 6 mosDenver, CO
Owned enablement and communications for the sales compensation function, the resource 400+ sellers actually opened, rather than the one that existed.
- Built and owned Twilio's most-used enablement resource on Highspot, plus a compensation knowledge wiki in Atlassian, giving 400+ sellers and managers a single self-serve source of truth
- Cut compensation-related support tickets 60% year over year
- Owned planning, content, systems audits, and end-to-end delivery across all annual and bi-annual compensation cycles
- Built dashboards and reporting for forecasting, incentive effectiveness, and performance analysis
- Partnered across Sales, Product, and Marketing on GTM initiatives, NPI launches, and field communications
- Recognized as a Values Champion and elected to the Sales Manager Council
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Customer Success Manager · RingCentral
May 2019 to Sep 2020 · 1 yr 5 mosDenver, CO
Returned to RingCentral to run enterprise customer success across UCaaS and Contact Center, the role where the adoption problem became the thing I understood best.
- Managed and grew 40+ enterprise accounts totaling $5M+ ARR, driving adoption across UCaaS and Contact Center to 108% MBO attainment and a 9.7 NPS
- Sold one of the first RingCentral Contact Center deployments in North America, partnered with NICE, to a major enterprise account
- Owned the full customer lifecycle as primary contact across IT, operations, and executive stakeholders: implementations, migrations, and operational requests
- Ran adoption campaigns aligning feature rollouts to customer workflows, and surfaced expansion through usage analytics in partnership with Sales
- Elected to RingCentral's Customer Success Advisory Board to represent the CS team and help shape the function
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Sr. Sales Enablement Manager, Head of Sales Operations & Enablement · Cloud Elements
Nov 2017 to Dec 2018 · 1 yr 2 mosDenver, CO
Built the enablement and sales operations function from nothing in a hyper-growth environment. No playbook existed, so the job was to write one and then run it.
- Built a full sales onboarding and certification program from scratch (e-learning, instructor-led training, role-plays, and 30/60/90 plans) on an enterprise LMS built for scalable delivery and tracking
- Owned the sales tech stack as administrator across Gong, Docebo, LinkedIn Learning, Confluence, and Atlassian, introducing new tools through vendor research and negotiation
- Built a Sales Ops ticketing process in Salesforce, plus dashboards and reports for pipeline visibility and leadership decision-making
- Facilitated pipeline reviews and QBRs, and planned and executed the annual Sales Kickoff
- Invited to speak at the Docebo user conference in Toronto on the strength of the LMS build
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Sales Enablement Manager · RingCentral
Feb 2016 to Oct 2017 · 1 yr 9 mosDenver, CO
Moved from carrying accounts to building the programs that got sellers ready to carry them, onboarding across every segment, SOHO through Enterprise.
- Designed and delivered enterprise and mass-market sales onboarding across all segments, improving new-hire ramp speed and quota readiness
- Administered multiple enablement and training systems, keeping content delivery, certification tracking, and field education running at scale
- Organized and hosted an internal webinar series for ongoing field education and cross-functional alignment
- Mentored a summer intern as a direct report; earned Selling Through Curiosity certification
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Signature Accounts Manager · RingCentral
Feb 2015 to Feb 2016 · 1 yr 1 moDenver, CO
First RingCentral role. High-volume account management across the full customer relationship, from onboarding through expansion.
- Managed 500+ accounts totaling ~$1M ARR, exceeding 100% quota for both new bookings and recurring revenue retention across the full year
- Owned the end-to-end customer relationship, coordinating every RingCentral project from onboarding through expansion
- Built trusted relationships through consultative discovery, issue resolution, and solutions tailored to each customer
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Account Executive / Global Sales Account Manager · AT&T
Oct 2012 to May 2014 · 1 yr 8 mosAtlanta, GA & Denver, CO
Enterprise telecom and network solutions across a 30+ account portfolio. This is where the contact center and connectivity vocabulary became native rather than learned.
- Managed a 30+ enterprise account portfolio representing $30M+ ARR, exceeding growth, expansion, and new-logo quotas
- Selected for AT&T's Business Sales Leadership Development Program, a rotational track admitting roughly 1 in 100 applicants, then placed on an accelerated path into enterprise account management
- Built executive-level relationships driving renewals, retention, and expansion, including full new-logo responsibility during a partner's leave
- Developed technical fluency across wireline infrastructure: MPLS VPN, T1/T3, hosted services, BVoIP
Platforms
- Hands-on build
- Atlassian · Dialpad · Docebo · Gong · Highspot · RingCentral · Salesforce · Zoom
- Landscape familiarity
- Cisco · Five9 · Genesys · NICE · Twilio
The difference between those two lines is explained on the work page.
Focus areas
- CX & Contact Center
- Customer Success
- Sales Enablement
- Applied AI
- Revenue Ownership
Systems & tooling
- System administration
- Salesforce · Gong · Highspot · Docebo · Atlassian · Airtable · Expandi
- Data & project delivery
- Tableau (dashboards & access management) · Asana (cross-functional coordination)
- AI
- Agentic AI development · LLM application · Prompt engineering · Python
Education
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MBA
University of Denver, 2020
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BA, Communication
University of Oklahoma, 2010
Certifications
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Zoom ZCX/ZVA AI Deployment
Certified
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Dialpad Contact Center & Agentic Delivery Partner
Certified
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Selling Through Curiosity
Certified
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Axiom Science of Consultative Selling
Certified
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Python 3, Codecademy
Certified