Senior Director of Client Success & Data Strategy

This candidate is a Client Success and Data Strategy professional with a strong blend of client-facing expertise and advanced analytics experience. They manage both external client data and internal operational reporting, delivering insights that guide strategic decisions and improve overall efficiency. Their responsibilities include running QBRs, identifying service gaps, and presenting actionable metrics—such as labor hours, user impact, and trend analyses—to support upgrades, automation efforts, and process improvements. Internally, they build dashboards, track KPIs, and analyze recurring issues to enhance team performance. They also lead AI and automation initiatives, helping organizations adopt new technologies with a focus on practical business impact. Additionally, they have authored a book on AI momentum, covering topics like data governance, compliance, and cultural integration. Their work consistently drives profitability, client satisfaction, and operational effectiveness.