What I Do
Managing a 24-client enterprise portfolio across regulated verticals — FinTech, PropTech, payments — where the cost of misreading client signal is measured in regulatory exposure as well as revenue.
Leading a 90-day company-wide AI adoption initiative at Global Payments / Zego — diagnosing the current state, designing the operating framework, and running a live pilot across a regulated enterprise CS team.
A builder by nature — from early-stage startups to global enterprise. Specializing in the operating architecture that turns a team of talented individuals into a function that revenue leadership actually listens to.
"CS Intelligence™ is the discipline that converts ground-level client signal into forward-looking revenue risk projection — before the numbers know what's coming."
The CS Intelligence Officer™
A senior CSM manages a book of business. The CS Intelligence Officer™ manages the intelligence function that makes the entire book of business legible to revenue leadership. Those are different jobs — and conflating them is precisely the error that has kept CS out of the rooms where revenue decisions actually get made.
The Operating Framework
N.O.V.A. — Net Outcome Value Accountability
CS Intelligence™ is the discipline. N.O.V.A. is how it moves — the four-pillar operating framework that converts the discipline into systematic, repeatable action at the account and portfolio level. Where CS Intelligence™ defines what to see, N.O.V.A. defines what to do next.
Featured Publications & Research
May 2026 · Flagship Issue
Introducing CS Intelligence™ and the role every subscription business is missing — and suffering for it. The organizations that build this function in the next eighteen months will have a structural intelligence advantage that compounds indefinitely.
March 2026 · Executive Essay
The twenty feet between a Customer Success Manager and a VP is the shortest distance in any company — and the one most CSMs will never walk. This is the story of what happened the day I finally did, and the framework I built once I got to the other side.
The most important ideas in CS Intelligence™ didn't come from sitting alone with a whiteboard — they came from conversations with practitioners willing to challenge the frame. If you're building something in this space, wrestling with how AI is reshaping your CS motion, or simply excited about where the discipline is going, this is an open invitation. Rapid evolution rewards the people who think out loud with others, and I am genuinely here for that conversation.