Customer Adoption & Program Strategy Leader | SaaS Enablement | Value Realization
Strategic program and customer experience leader with a background in designing and scaling adoption, onboarding, and value realization programs across complex organizations. Experienced translating product capabilities into structured customer journeys, success frameworks, and enablement systems that drive measurable engagement and long-term retention.
I bring a systems-level view of customer success, blending program design, cross-functional collaboration, and data-informed iteration to help customers move from initial onboarding to sustained value.
Key strengths
Designing structured adoption frameworks and competency-based enablement systems
Translating product capabilities into scalable customer-facing programs and playbooks
Partnering cross-functionally with Product, Sales, and Operations to operationalize post-sales strategy
Using customer insights and behavioral data to inform program improvement
Relevant competencies
Customer adoption strategy, onboarding program design, value realization frameworks, cross-functional program leadership, SaaS customer journeys, enablement systems
Technical proficiencies
Salesforce, HubSpot, Tableau, SPSS, Python (basic), HTML (basic), Canvas LMS, InDesign, Illustrator, and Excel.
THE HIGHLIGHTS UP FRONT. THE COMPLETE ROLE ONE CLICK AWAY.
01 Idaho News 6 / KIVI
Account Executive
Find a sharper way to make the case.
Selected experience
Media & client strategy
01+87%Growth in monthly billingsAt handoff → November booked02Market intelligenceSlow by Slow Coffee Bar032ndQ3 new-business salesSales competition041 of 2Big Game package sellersSuper Bowl advertising sale
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Account Executive Idaho News 6 / KIVI · Selected experience
Ranked first on the team in new-business revenue during the first full quarter following ramp, exceeding the quarterly new-business goal.
Grew monthly billings across assigned accounts by 87.4%, from $25,443 at handoff to $47,678 already booked for November, with additional revenue opportunities in the pipeline.
Finished second in KIVI’s third-quarter new-business sales competition.
Sold a Super Bowl “Big Game” advertising package, becoming one of only two sales representatives to sell a package.
Closed a new institutional partnership with a private university, structuring a multi-platform campaign across broadcast, digital, and connected TV.
Own full-cycle territory sales of integrated media and digital solutions—including broadcast, programmatic display, pre-roll, OTT/CTV, and geofenced mobile—to decision-makers across healthcare, higher education, home services, legal, and financial services.
Independently built a prospecting infrastructure: a Python/Playwright competitive ad-intelligence scraper, a multi-tab account workbook with fuzzy CRM matching and parent–subsidiary mapping across thousands of accounts, and an AI-assisted vertical playbook system for meeting preparation and proposal development. Reduced pre-call research time from hours to approximately 15 minutes per prospect.
Built an AI-assisted prospecting system integrating CRM data, Media Monitors share data, ad-library scrapes, and local new-business feeds. The system identifies ownership-cleared prospects, drafts researched multi-touch sequences, and logs activity from plain-English reports; raised cold-outreach meeting rate from 10% to approximately 25% while running 20+ new sequences per month against a 60-account working list.
Connect a book, an author platform, and a publishing vision.
Independent work
Writing & creative strategy
01The bookGold in the Cracks02The publishing visionExit Door Press03WEBSITEA connected digital presenceWebsite creative + supporting assets04SPEAKINGA platform for the conversationSpeaker profile + one-sheet
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Author, speaker & brand creator Gold in the Cracks / Exit Door Press · Independent work
Writing Gold in the Cracks: a memoir of silence, performance, and repair.
Developed the supporting visual identity, website creative, book graphics, promotional assets, and speaker materials.
Connected the author platform with a Campus Outreach Services speaker profile.
Created Exit Door Press as a publishing brand, developing a distinct name and logo connected to the book’s concept.
Connect the priorities, the funding, and a path forward.
February 2025 – January 2026
Remote
01$1M+New business securedDistrict partnerships02Top 25%Team performanceWeekly, monthly & quarterly03Funding → Bid → PartnershipNavigate public procurementStrategy through the decision process04K–12Districts & education cooperativesSuperintendents + senior leadership
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Partnership Development Manager The National Fitness Campaign · February 2025 – January 2026
Built and managed partnerships with large K–12 school districts and education cooperatives, regularly presenting to superintendents and senior leadership teams.
Developed district-level growth strategies and navigated public procurement, funding cycles, and competitive bid processes to secure over $1M in new business.
Collaborated with internal marketing, operations, and leadership teams to align proposals, presentations, and activation plans to district needs.
Consistently ranked in the top 25% of the team across weekly, monthly, and quarterly performance metrics.
0175+Initial district territoryIdaho + Oregon02400+Expanded district territoryIdaho, Montana + Alaska03200%Usage growth in one districtOnboarding initiative contributed0430 days / 6 monthsTwo major onboarding milestonesWest Ada / Boise Schools
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SaaS Enterprise Account Executive Varsity Tutors for Schools · May 2024 – January 2025
Worked with school partners post-sale to support onboarding and ongoing platform engagement, contributing to a 200%+ increase in usage within key accounts.
Sold high-dosage online tutoring solutions to 75+ large school districts across Idaho and Oregon, driving adoption and expanding product reach in key markets.
Expanded territory following layoffs and restructuring to cover 400+ school districts across Idaho, Montana, and Alaska, leading to significant growth in customer base and market penetration.
Successfully onboarded major school districts, including West Ada (Idaho’s largest) within the first 30 days, and Boise Schools within the first 6 months, ensuring seamless implementation and strong initial customer relationships.
Developed and implemented customized onboarding plans, leading to the highest usage rates within the company, even with smaller districts, and increasing customer engagement by over 200%.
01$1.36MSales · 104% of goalYear one02$2.85MYear-two result110% of goal03111%Net renewal rate81% gross renewal rate04120+Accounts across three statesDistrict relationships at scale
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EdTech SaaS Account Executive Houghton Mifflin Harcourt · February 2022 – May 2024
Partnered with implementation and customer success teams to support onboarding, educator training, and adoption of digital learning platforms across 120+ accounts.
Conducted needs analyses and aligned product use to district goals, supporting stronger long-term engagement and renewal performance.
Led strategic planning and bid alignment for large district opportunities, partnering with curriculum, marketing, and implementation teams to position solutions for competitive wins.
Achieved $1.36 million in sales, reaching 104% of goal and managing over 120 accounts across three states, while maintaining a customer-centric approach.
Built and nurtured strong relationships with clients, leading to an 81% gross renewal rate and 111% net renewal rate, exceeding company targets of 77% and 90%, respectively.
Promoted to a new territory with larger school districts after Year 1, consistently exceeding sales targets and growing revenue by $2.85 million in Year 2 (110% of goal).
Represented the company at conferences, engaging with superintendents and principals to build and advance pipeline. Co-hosted customer events, including one that generated over $250k in sales.
Mentored and supported new team members, helping one reach her strategic sales goals within Year 1. Recognized as a team leader, regularly providing guidance and support to colleagues.
Selected to serve on one of three company-wide advisory boards to provide feedback and insights to leadership.
Connect curriculum, classroom practice, and family communication.
August 2019 – February 2022
Garden City, Idaho
01$13KGrants raisedLaunching the program02K–5Curriculum strategyTeaching plans + family updates0320+Skateboarding participantsCommunity partnership + waitlist04MOVEMovement with a purposePhysical literacy + student voice
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Physical Education Teacher (Movement Engineer) Future Public School · August 2019 – February 2022
Designed, launched, and implemented a K-5 physical education program for a Title I charter school, raising $13K in grants, developing community partnerships, and utilizing design thinking to create an after-school skateboarding program with 20+ participants and a waitlist.
Designed the movement curriculum around physical literacy, translated the vision into a strategic teaching plan, and created family updates with practical ways to support learning at home.
0115First-grade studentsVirtual classroom during COVID-190290–100%Student engagementDuring remote instruction03ProficientEvery evaluation categoryInstruction in a different setting
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First Grade Teacher Future Public School · November 2020 – March 2021
Taught 1st grade virtually to 15 students during COVID-19, using innovative strategies to maintain 90-100% student engagement and scoring proficient in all evaluation categories.
Translate field needs into better product decisions.
April 2019 – August 2019
Boise, Idaho
0120+Schools in the rolloutWellness-focused product suite02Product + Sales + EducationCross-functional leadershipConnect the teams around the goal03Field insight → ProductFeedback into improvementsCustomer needs + program design
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Product Manager // Coach Education Manager Athlos Academies · April 2019 – August 2019
Led cross-functional initiatives across product, sales, and education teams to support rollout and adoption of a wellness-focused product suite across 20+ schools.
Designed and delivered structured onboarding and professional development programs to drive consistent product usage and educator engagement.
Served as a bridge between field users and internal teams, translating customer needs and feedback into product and program improvements.
01140+Educators supportedLMS I created in Canvas02100+Professional competenciesMicrocredentialing system031,000+Students & educators in the dataInsights to refine programming04Research into visual curriculumRelated work from Athlos
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Associate Director of Healthy Body Athlos Academies · February 2016 – April 2019
Created Healthy Body University in Canvas and designed its microcredentialing system, enabling over 140 educators to progress through structured pathways tied to skill development.
Built and maintained over 100 professional competencies, aligning learning experiences with clear success criteria and long-term engagement.
Developed onboarding and ongoing enablement programs, including webinars, workshops, and virtual coaching, improving adoption consistency across a distributed educator network.
Partnered with product, operations, and leadership teams to translate program goals into scalable systems and repeatable processes.
Collected and analyzed data from 1,000+ students and educators, using insights to refine programming and improve outcomes over time.
Connect the training, the space, and the business.
June 2015 – February 2016
Atlanta, Georgia
01TRAINSports performance + programsCoaching & program development02DESIGNThe training environmentFacility planning within budget03DEVELOPClients + internsRecruitment & intern training
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Head Sports Performance Coach STACK Sports Performance & Therapy · June 2015 – February 2016
Managed sports performance training, program development, facility design, client recruitment, and intern training, achieving high sign-up rates and operational efficiency within budget.
Lead K-12 Physical Education Teacher (Lead Athletic Performance Coach)
Give the curriculum, coaches, and mentoring a shared direction.
August 2014 – June 2015
San Antonio, Texas
01K–12Athletic conditioning curriculumAcross the school years02TEAMDevelop the coaching teamCollaboration with staff03MENTORA program for at-risk studentsCoordinated support
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Lead K-12 Physical Education Teacher (Lead Athletic Performance Coach) Athlos Leadership Academy · August 2014 – June 2015
Developed and implemented K-12 athletic conditioning curriculum, improving student performance, building a high-performing coaching team, fostering collaboration with staff, and coordinating a mentorship program for at-risk students.