Consulting & Fractional Leadership
for High-Stakes Moments
When your company is at an inflection point, you can’t afford missteps or wasted time. Whether scaling after funding, preparing for acquisition, or steering through a turnaround, we provide fractional executive leadership and strategic advisory that cuts through complexity, aligns teams, and accelerates results.
Strategic Leadership, Tailored to You
➤ How I Work with Companies
Every engagement is tailored to your goals and operating reality. I can step in as a fractional executive or strategic advisor, focusing on the moves that will create the greatest impact and sustainable growth.
➤ Common Engagement Scenarios
M&A: Preparing for acquisition or navigating post-acquisition integration.
Post-Funding: Scale-up requiring leadership alignment and operational execution focus to maximize success out of the gate.
SaaS Renewals & Upsell: Revenue retention and expansion initiatives.
Turnaround and Transformation: Evaluate, define, and foster change when time is of the essence.
➤ Where I Add Value
Revenue Retention & Expansion: Optimizing offerings, pricing, and customer success strategies.
Leadership in High-Stakes Moments: Serving as a steady hand during critical transitions.
Scaling for Growth: Building operational and leadership capacity without breaking what works.
Team Stabilization: At times, teams or even entire organizations need a reset to deal with some type of market change or performance degradation. Acting quickly in these cases can help retain your best talent and put you back on track to improved performance.
Case Study: Fractional CCO
➤ Challenge
A well-established company with a complex, client-facing organization had a leadership gap in the post-sales side of the business. The role of Chief Customer Officer (CCO) was vacant, creating a need for a seasoned professional to ensure business continuity and drive key initiatives during a period of critical change.
➤ Solution
I was engaged as a fractional CCO to provide executive leadership and operational support to key leaders. My approach was to partner with and empower existing leaders, ensuring they gained valuable experience and took full ownership of the solutions we created together.
After an initial discovery period, my work focused on four key areas:
Refactoring the Renewals Operation: The company’s $45M renewals business was highly centralized. I worked with the team to co-develop a robust, repeatable process, which they then documented and implemented. These changes improved forecasting and reduced late renewals, equipping the team with a stronger, more resilient framework.
Driving Strategic Integration Projects: I guided VPs in the business units to co-create a framework for project oversight and accountability. This empowered them to clarify priorities and improve the execution of integrating technology, customers, and staff from recent acquisitions.
Strengthening Team Leadership: The post-sales organization was navigating a significant leadership transition. I provided stability by mentoring leaders through the change, helping them build confidence and create a strong, cohesive culture that sustained morale and performance.
Boosting Product Retention: A key product was experiencing high churn. I mentored leaders from Professional Services and Customer Success teams to redesign the onboarding experience to get customers to value faster. This resulted in improved retention and an empowered leadership team ready to drive future customer experience improvements.
➤ Results
The engagement yielded significant, measurable results across the client services organization:
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Renewals: The Renewals team improved forecasting and timeliness of renewals revenue, and operational processes were tightened to remove a single point of failure. Additionally, I championed a new discount policy which led to increased multi-year deals and overall Gross Retention Rate (GRR).
Integration Projects: Teams aligned on priority focus areas and began making more rapid progress on delivering on some of the business goals of the M&A. One notable achievement was the migration of a significant percentage of Annual Recurring Revenue (ARR) to the new platform by the merger deadline.
Churn Prevention: Some of the data from my discovery work was immediately incorporated into a Board deck, helping to articulate key business metrics. Revamping onboarding on a key product delivered customer adoption months faster which will lead to higher retention. We also successfully moved some low cost products to Tech Touch model which better sets customer expectations and allows them to self-serve more fully.
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Leadership Development: I served as a mentor and advisor to post-sales leaders, challenging them on accountability and prioritization. This helped them move beyond tactical work to become more effective leaders for their teams.
Team Optimization: I assisted in the successful transition of three low-performing team members and helped a key leader justify and hire new staff, strengthening the team's overall structure and performance.
Customer Experience: We collaborated to enhance the customer journey for a key product, leading to the launch of a new onboarding board. This initiative is designed to decrease Time to Value (TTV) and mitigate a significant second-year churn risk we identified.