Work
Enterprise customer success, product adoption, and practical AI implementation.
Experience
Senior Customer Success ManagerSep 2026–Present
Customer Success ManagerFeb 2025–Aug 2026
- Manage a $2.4M ARR enterprise portfolio, including OpenAI, NVIDIA, and Logitech.
- Achieved 147% net revenue retention, earning Knak’s 2026 Best Net Expansion Rate award.
- Supported OpenAI’s adoption of Knak’s API and MCP in partnership with Product and Engineering, contributing to 109% account expansion.
- Negotiated an average 13% uplift on renewals in 2025–2026, the highest on the Customer Success team.
- Secured renewals for 53% of at-risk accounts, leading the team in total accounts saved.
- Built Glean and ChatGPT agents and a book-of-business command center used by the CS team and senior leadership, cutting account-planning time by an estimated 40% and personal monthly portfolio-review preparation by an estimated 90%.
Senior Customer Success ManagerMay 2024–Jan 2025
Customer Success ManagerSep 2022–Apr 2024
- Achieved 120% NRR across a $2M ARR portfolio of US mid-market and enterprise customers.
- Increased NPS from 40 to 56 by auditing platform usage, addressing customer pain points, and delivering tailored support plans.
- Built cross-retailer dashboards that helped one customer save four hours per week on reporting.
- Helped advance a complex enterprise implementation into its second phase through customer-metric mapping and tailored training guides.
Alpha Analyst, Digital AssetsMar 2022 - Jul 2022
Contract
- Delivered research reports, coaching, and presentations to help clients evaluate digital-asset projects and trading opportunities.
- Managed a 10-person team of analysts, moderators, and marketing managers.
- Evaluated NFT and digital-asset projects using market data, smart contracts, wallet activity, and community research; presented investment recommendations and market scenarios to senior management.
Pattern
Vancouver, CanadaOperations Analyst (Account Manager)Jun 2021–Mar 2022
Now Borderless AI
- Managed 15 mid-market accounts through tailored onboarding and support.
- Managed relationships with around 50 independent contractors during a high-growth period, scaling support capacity.
- Streamlined hiring processes to achieve a 92.5% fill rate.
Customer Success RepresentativeMar–Jun 2021
- Achieved a 20% upsell close rate, above the company average, through personalized customer engagement.
- Led implementation of an insurance product and its onboarding strategy.
CPR and First Aid InstructorJun 2015–May 2017
- Presented CPR and first-aid training at corporate events with up to 200 participants.
- Earned three Service Excellence Awards for first-responder presentations and client engagement.
- Selected to lead CPR training for Lee Hsien Loong, then Prime Minister of Singapore.
Skills & tools
- Customer work
- Enterprise account management, success planning, executive business reviews, product adoption, renewals, negotiation, and churn recovery.
- Enablement & delivery
- Customer onboarding, tailored training guides, live presentations and workshops, and cross-functional implementation.
- AI & implementation
- Glean, ChatGPT, Codex, Claude, Dots, MCP integrations, and API-enabled workflows.
- Tools I use
- Salesforce, Tableau, GitHub, WordPress, Canva, and Google Workspace.
Education
University of British Columbia
2017 – 2021Bachelor of Commerce, UBC Sauder School of Business
Major: Finance
Specialization: Financial Engineering and Risk Management
- Graduated with Honors
- Outstanding International Student Award ($12,000 for strong academic achievement and extracurricular contributions)
- Dean’s Honor Roll (2019–2020)