I build and scale Professional & Client Services organizations that deliver new and existing client implementations, protect ARR, and operate profitably. 18+ years across SaaS, healthcare technology, and global e-commerce — starting in the trenches as a Symantec provisioning analyst and growing into Director-level leadership of multi-region delivery orgs.
Three operating modes, one through-line: turning Professional Services into the part of the business that compounds — not the part that bleeds margin.
Stand up Professional Services functions from zero — frameworks, tooling, and the first team.
Diagnose and rebuild what is breaking — slow onboarding, blown SLAs, churning clients, burned-out teams.
Codify what works so the next 10x of revenue does not require the next 10x of headcount.
Selected results from the last decade of standing up, repairing, and scaling delivery organizations across SaaS and healthcare technology.
Hired and onboarded 17 professionals in Year One; built the Cedar Implementation Services org from the ground up.
Cut implementation timelines from 6 months to 30–60 days for select implementation types via a standardized Implementation Playbook and Athena EHR integration patterns.
50+ concurrent client engagements at peak (2016) — $50M+ ARR — with no loss in client satisfaction.
Scaled a 3-person NY-based PM team into a global org spanning NA (NYC / Toronto), APAC (Melbourne) and EMEA (London).
Director-level leadership across the Cedar “Delivery Success” org: Implementation, TAM, Integration Support, Software Eng, Product Ops, plus OKR management. See all →
Fractional, embedded, or advisory — sized to the problem. Always operator, never theorist.
Most companies don’t have a strategy problem.
They have an execution problem.
I come in as a hands-on operator: writing the plan, sitting in the standups, taking the hard calls, and leaving behind a team that runs without me. Engagements typically last 3–9 months and are scoped to a clear outcome — a launched org, a fixed delivery model, a 2x in capacity — not a deck.
Start a ConversationOperating principles, post-mortems, and frameworks from inside the work.
A teardown of the four hidden bottlenecks that stretch onboarding — and the operating model that compresses them.
8 min readSequencing matters. The order you hire in determines whether you build a team or a backlog.
6 min readForget chatbots. The real leverage is in scoping, configuration, and the silent work no one writes playbooks for.
7 min readIn healthcare SaaS, your integration roadmap is your customer roadmap. Treat it that way.
9 min readIf your delivery org is the bottleneck — or about to become one — let’s talk. Most engagements start with a 30-minute working session, no deck, no pitch.
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