How I've helped

The situation: TechTarget (NASDAQ: TTGT) had a retention problem with only 39% returning second month users, negatively impacting ARR growth. With rich data assets, the opportunity was clear. Leverage Gen AI, create a novel solution, empower users.

The work: Led product strategy, design, launch, and optimizations for IntentMail AI, an AI-powered hyperpersonalized sales solution built on TechTarget's proprietary intent data.

Defined the monetization model, go-to-market structure, and created the product governance framework necessary to operate responsibly as a first AI product for a NASDAQ-listed company serving Fortune 500 clients.

The outcome: 95% retention increase (39%->76%) and $14M in first-year recurring revenue. The resulting success brought increased acquisition attention and the established AI governance framework proved a valuable asset in the strategic combination of TechTarget and Informa Tech.

The situation: ConnectWise was scaling fast with great product-market fit and multiple years of >20% annual revenue growth. PE scrutiny was intensifying, and the product organization needed to operate at a standard that would hold up under acquisition diligence.

The work: Built the product operating model — strategy cadence, governance structure, roadmap accountability, and cross-functional alignment frameworks — that gave leadership and buyers confidence in how the product org operated, not just what it shipped.

The outcome: Thoma Bravo signed the check for a $1.5B PE acquisition. The product organization was an asset in the process, not a risk to manage. Post-acquisition, incorporated multiple acquisitions and product lines into an operationally aligned platform.

The situation: Exactera — a Series B FinTech SaaS company in AI tax and compliance automation — was making a strategic shift: from a services-led business to a software product company. That transition required a real platform and a flagship AI product that didn't exist yet. The burn-rate clock was running.

The work: Architected and led the 0→1 execution of the Intelligent Tax Platform and ExactReport product. Operationalized GenAI quality and cost controls (prompt/version management and LLM evaluation workflows), built lean experimentation infrastructure, and scaled the platform to support hundreds of countries with full regulatory and UI/UX parity for international markets.

The outcome: Every delivery milestone was met on schedule. The platform execution directly supported continued investment from Insight Partners, validating the services-to-software transition with a fundable, compliant AI product foundation.

The situation: As Director of Support at ConnectWise, the team lacked a structured path from entry-level roles to advanced positions. Attrition was eating institutional knowledge, ramp time was long, and the organization was constantly rebuilding.

The work: Built a deliberate talent development system — structured career ladders, coaching cadences, and advancement criteria that made progression visible and achievable. Created the conditions where entry-level colleagues could see a real path to advanced roles, and where the organization had a vested interest in accelerating them rather than replacing them.

The outcome: 25 colleagues promoted — 40% of the team — in a single year. Agent ramp time dropped 66% (9 months to 3 months) through Knowledge-Centered Support implementation. Colleague tenure increased, attrition decreased, and the talent pipeline built during this period supported the organization through the subsequent $1.5B PE acquisition.