I transform implementation functions into governed delivery engines. Twenty-plus years across SaaS and platform businesses, with 16 years scaling customer lifecycle operations within the same product portfolio, delivery accountability for multi-year migration portfolios, methodology and governance design, and the reporting infrastructure that makes operational performance visible to senior leadership.
A career inside one product portfolio, with the scope growing each step.
I currently lead post-sale delivery for Futura Systems, serving electric cooperatives, municipal utilities, and investor-owned utilities. My function spans five solution lines (Mapping, Design, Outage, Inspections, and Flex) delivered through a seven-phase customer lifecycle, plus a multi-year migration portfolio touching the full customer base.
My path here started as an Implementation Specialist on the same product family, working through individual contributor, team lead, and management seats before taking the VP role in 2021. The depth of operational experience showing up at the executive level is the result of that progression, not a credential collected separately from the work.
Career Highlights
Six accomplishments that define the executive impact.
Drove on-time revenue recognition to 100% across the product portfolio and sustained it for 18 consecutive months.
Architected an end-to-end post-sale operating system spanning Salesforce and ClickUp. Extended Salesforce from sales into implementation reporting and project management; introduced ClickUp with standardized task templates per product; architected the bidirectional Salesforce-to-ClickUp integration that auto-creates task lists and writes implementation status back to Salesforce, prompting AR to invoice via NetSuite. Operate the monthly verification loop with AR to confirm recognition, not just invoicing.
Eliminated $272K in annual third-party platform costs and reclaimed $1M+ in projected multi-year vendor spend.
Completed an in-house replacement for a legacy third-party platform, migrating 110 customers on time and freeing operational capacity previously consumed by parallel maintenance.
Architected and delivered the Enterprise Reporting System.
A Power BI platform extracting data from ClickUp, Salesforce, Paycom, and Jira to give executive leadership unified visibility into platform migration activity, enterprise KPIs, work mix by department, employee capacity and utilization, and profit margin across the enterprise.
Stood up function-wide KPI tracking across five solution implementation teams.
ClickUp as the single operational system of record. Established sustainable metric tracking on CSAT, Days-to-Go-Live, Post-Go-Live Task Volume, Labor Hours per Project, On-Time Invoicing, and the variance between invoicing and recognition. The function had never had this kind of consistency, alignment, and benchmarking capability before.
Contributed to a Meridian enterprise CSAT increase from 7.71 (2025) to 8.01 (2026).
Active participant in the enterprise QBR cycle, representing post-sale delivery in cross-functional commitments, customer escalation governance, and strategic alignment with senior leadership.
Designed and implemented the function's complete operating canon.
The Implementation Methodology plus role-by-role onboarding guides, field guides, playbooks, and operating runbooks for Implementer, Manager, Director, and Product Support roles. Established the decision authority, escalation, and governance standards that drive efficiency and consistency across the function. Built and operationalized a function-level capacity model spanning five solution teams as a single resource pool, replacing anecdotal staffing decisions with quantified capacity allocation, hiring justification, and forward investment planning.
Experience
A 16-year progression through the same product portfolio.
Vice President, Business Operations
Futura Systems (Meridian Cooperative) — Present
Function leadership for Futura's Implementation function across five solution lines (Mapping, Design, Outage, Inspections, Flex), serving electric cooperatives, municipal utilities, and investor-owned utilities.
Migration program leadership for the post-sale migration portfolio: OMS-to-NextGen targeting 12/2026, Esri ArcMap-to-ArcGIS Pro targeting 12/2028, and a completed third-party-to-in-house mobile workforce platform migration.
Cross-functional executive partnership with Business Development, Product, Product Support, Integrations, Enterprise Consulting, and broader enterprise leadership on customer commitments, methodology changes, and platform-level migration strategy.
Organizational design driving the structural addition of a Director of Delivery seat, reshaping the function for sustained scale.
Manager, Implementation
Futura Systems —
Led the implementation team for the mobile workforce management product line; owned customer adoption, escalation management, and product roadmap collaboration. Promoted to VP based on demonstrated function leadership and strategic execution.
Implementation Team Lead
Meridian Cooperative —
Led the team accountable for implementation, support, and ongoing development of the mobile workforce management platform across the customer base.
Implementation Specialist (I, II, III)
Meridian Cooperative —
Progressed three levels delivering customer implementations end-to-end on the mobile workforce management product line; built deep solution expertise that anchored later progression to function leadership.
Earlier (2002 — 2009):
Director of Information Technology, Care Changes, Inc.
· Technical Assistant, IT, Verde International LLC
· Data Specialist, ista North America.
Built and administered SQL, GIS, OCR, and EDI systems supporting business operations.
Delivery governance · PMO design and operation · Migration program leadership · Change management · Capacity modeling and planning · KPI design and operation · Scope and Change Order discipline · Hypercare and post-Go-Live governance
Leadership and Influence
Executive stakeholder management · Cross-functional partnership · Organizational design · Talent progression and team scaling · Board- and executive-level reporting · QBR governance
Data and Systems
Enterprise reporting strategy · System integration architecture · Power BI · Power Query / DAX · SQL · REST API integration · Data architecture · Salesforce · ClickUp · Jira · SharePoint · Confluence · Microsoft 365
Industry Context
Electric cooperatives, municipal utilities, investor-owned utilities · GIS, OMS, CIS/FIS, mobile/field workforce platforms
Education & Certifications
Formal foundations.
Harvard Business School Online — Certificate in Organizational Leadership (2022)
University of North Georgia
Continuing education:
Becoming a Manager Your Team Loves · Leading with a Growth Mindset · Communicating through Disagreement · Top 10 Rules for Highly Effective Leadership
Contact
Let's connect.
The best ways to reach me are LinkedIn and email. I'm always glad to talk shop on post-sale operations, methodology design, system integration, or the strange satisfaction of a 100% on-time revenue recognition streak.
