Lead and scale a global digital client success organization, designing strategy, lifecycle playbooks, AI-driven engagement models, and metrics to drive adoption, retention, and expansion across thousands of clients while partnering with Product, Sales, and Marketing.

Oversee technology audits, manage audit processes, engage stakeholders to assess risks, and ensure compliance in financial services.

Client-facing Director managing complex institutional Aladdin relationships. Act as account quarterback for senior stakeholders, drive commercial growth and renewals, coordinate cross-functional delivery, manage account operations and executive materials, maintain platform fluency across investment, risk, operations, and data, and use AI/data tools to scale productivity and engagement.