Teams at The Access Group

Manage a portfolio of enterprise charity customers, building relationships and helping them achieve fundraising goals through effective platform adoption. Develop success plans, lead business reviews, support onboarding, identify risks and growth opportunities, reduce churn, and collaborate with internal product and delivery teams. Use customer data and industry insight to influence stakeholders, improve outcomes, and communicate complex software concepts clearly.

Lead Coins ERP implementations from requirements gathering through go-live. Conduct customer workshops, map construction and home-building processes, configure and test solutions, and train end users on software and cost-accounting processes. Advise customers on financial workflows, manage multiple implementation projects, support product enhancements, and build trusted customer relationships.

Leads the On-Access payments go-to-market program across 22 software companies. Drives payment adoption, merchant activation, transaction growth, onboarding optimization, commercial planning, budget accountability, performance reporting, and partner relationships with acquirers. Guides SoftCos through pricing, incentives, contracts, risk, compliance, KYC/KYB, and merchant onboarding while presenting progress and blockers to senior leadership.