About
At Vumedi, we partner with life sciences organizations to advance medical education through the world’s largest video learning platform for physicians. By connecting pharma partners with trusted clinical experts and highly engaged healthcare audiences, our work helps drive meaningful education, awareness, and ultimately better patient outcomes. As Director of Customer Success within the Pharma Division, I lead strategic client engagements that sit at the intersection of data, technology, and healthcare education. My role focuses on ensuring pharma partners realize measurable value from their programs by translating complex performance data into clear insights, guiding execution, and aligning customer goals with Vumedi’s product and commercial strategy. A core part of my approach is thoughtful problem-solving; anticipating challenges, optimizing processes, and building structures that enable long-term customer success. As a leader, I value empathy, autonomy, and clarity. I’m motivated b…
Experience
Director, Customer Success
Present
• Own and grow strategic pharma accounts, driving engagement, retention, and measurable customer impact • Serve as a trusted advisor by turning complex performance data into clear, actionable client insights • Lead cross-functional execution with Sales, Product, and Engineering to deliver high-impact customer programs • Streamline customer success operations by improving processes, documentation, and scalability • Solve complex client and operational challenges through data-driven problem solving and critical thinking • Support revenue growth by aligning customer outcomes with commercial and platform strategy
Director, Crossix Analytics Services at Veeva Systems
Veeva Systems · New York City Metropolitan Area
Crossix Analytics is a business within Veeva dedicated to advancing healthcare marketing with analytics, targeting, and optimization solutions. Positioned at the center of big data and innovative technology, Directors support strategic business decisions and drive improved outcomes by leveraging knowledge of analytics, Crossix products and services, and best practices. ● Responsible for storytelling with data and understanding the strategic direction of the accounts, worth over $14M in annual revenue. ● Drive customer success by leading consultative analytics engagements with clients to answer key business questions. ● Helped create ~$15M in media efficiencies across customers through consultative engagements. ● Use Critical Thinking to identify issues or concerns prior to them becoming a problem. ● Build robust and trusted relationships across the entirety of the customer organization, and become their trusted advisor. ● Increase client adoption of Crossix services by guiding customer…
Assistant Director - Customer Success Manager
Moody's Analytics · Greater New York City Area
Mange portfolio of customer accounts serving as trusted advisor to support customer workflows. Responsible for business growth, and risk/attrition mitigation objectives across North America. Monitor and identify areas of opportunity for increased revenue by introducing sales growth strategies, conducting market research, and providing exceptional customer service. Build customized solutions tailored to client business needs and corporate goals increasing product attractiveness and corporate profitability. ● Facilitate creation and implementation of innovative client engagement structure designed to decrease attrition rates across book of business resulting in 7%+ consistent decrease within 4 years. ● Achieve $2M growth in new business partnering with sales department by focusing on prospecting, lead generation, repeat business, market expansion opportunities, and upselling on existing accounts. ● Instrumental in generating $5.2M in cost savings from high risk accounts by partnering wit…
Account Manager
Moody's Analytics · Greater New York City Area
Managed largest business territory across North America overseeing $20M in services by creating strong client partnerships, providing guidance and direction on product selection, and facilitating service implementation. Elevated sales processes by analyzing market trends, predicting potential threats, and defining proactive business solutions. Conducted internal analysis by tracking sales data and usage behavior to assess market trends and creative proactive sales strategy. ● Maintained and organized portfolio of 100+ clients across multiple industries, including investment and commercial banks, asset managers, insurance firms, and corporations by providing exceptional service. ● Partnered with sales management and product specialist teams to develop overall client relationship and business growth strategies facilitating largest single sale in corporate history closing $44M deal.
Associate Product Specialist
Developed and fostered end-to-end customer relationships from prospecting to providing sales advisory support driving revenue growth and corporate profitability. Built and maintained qualified rolling pipeline from prospect accounts to providing exceptional customer service, conducting product analysis, and supplying strategic product advice. Collaborated with sales and customer service teams to resolve client related issues by actively listening, creating open lines of communication, defining proactive solutions and response plans. ● Participated as corporate representative at multiple networking events and trade shows by setting up booths, facilitating branding strategies, and communicating with prospective clients to uncover new business opportunities. ● Conducted meetings with 500+ clients within 12 month period by leveraging opportunities to educate prospective and existing clients on products, upcoming corporate promotions, and incentives to build and maintain network. ● Generate…
Buy Side Support Specialist
-Served as liaison between Traders and Portfolio Managers on management and quality control of equity, currency and fixed income orders. -Resolved trade discrepancies with operations and settlements teams -Project Coordinator: Assisted in developing a new fixed income order creation system to streamline the -process of sending new orders to the trading desk, this reduced manual processes by 2 hours/day -Assisted Portfolio Managers on international and domestic orders for private client accounts -Aided private client sales team to address any time pressing client-directed needs
Account Management Associate
AllianceBernstein · Greater New York City Area
-Supported and performed liaison duties with Corporate, Municipal, EM, LM and Cash Management traders, and assisted PM’s and CIO’s when problems arose -Troubleshot pre and post execution issues and entered trades into multiple systems from blotters and manual trade tickets -Organized private client trade requests and coordinated execution with the appropriate trade desks -In a BA-like capacity, worked with a team to streamline and improve fixed income trade processes and determined how to incorporate equity responsibilities -Took a team leader role when department went through reorganization
Senior Institutional Asset Administrator
-Responsibilities expanded to include a leadership role training, mentoring and guiding team members -Monitored and reported to management on my team’s performance achieving key time deadlines and adhering to reconciliation guidelines -Opened new accounts; processed in-kind transfers; troubleshot problems and reviewed team members’ work product; communicated important reconciliation adjustments -Developed a more efficient procedure to complete the daily Hedge Fund reconciliation and report findings
Education
Marist University
Bachelor of Science (BS), Finance/Marketing
Professional & Executive Development - Harvard Division of Continuing Education
Leadership Excellence in Management Development
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