How I work

Senior operating leadership across AI, Professional Services, implementation, onboarding, and CX.

I work with growth-stage and PE-backed technology companies that need someone to own the customer-delivery problem and make the calls.

Embedded · Ongoing

Fractional AI & customer delivery executive

I take part-time ownership across Professional Services, implementation, onboarding, Customer Success, Support, CX, and practical AI adoption.

Typical scope

Set the customer-delivery plan; get post-sale leaders on the same page; choose AI cases worth doing; rebuild workflows and roles; set decision rights and measures; fix implementation and onboarding; handle executive escalations.

Best fit

Growth-stage and PE-backed technology companies that need an experienced operator in the seat now.

Typical format

A monthly engagement built around the operating problem and the decisions I own.

Focused · Outcome based

AI service transformation

I put AI into the customer work where it can make a real difference: how services are sold, delivered, supported, and measured.

Typical scope

Choose the use cases; rebuild workflows and roles; define human decision points; check knowledge and data; train the team; set adoption measures and decision rights.

Best fit

Companies with executive pressure to use AI and a collection of pilots that lack a shared owner or a clear customer result.

Typical format

A focused project or a workstream inside a fractional role.

Diagnostic · Fixed scope

Delivery, CX & AI readiness audit

I examine how post-sale work runs today, where it breaks, and whether the company is ready to put AI into the work.

Typical scope

Interview the people doing the work; map the path from sale to value; review implementation and onboarding; inspect tools and knowledge; assess AI cases; review KPIs; set the order of operations.

Best fit

Leadership teams that need a clear diagnosis before they fund a larger program.

Typical format

A short diagnostic with an executive readout and a sequenced plan.

Bridge · Time boxed

Interim customer delivery leadership

I hold the operating seat across Professional Services, implementation, onboarding, or CX during a departure, search, acquisition, or leadership change.

Typical scope

Protect customer commitments; reset the operating rhythm; connect the functions; manage escalations; give executives a clean view of the business; keep priority work moving; prepare the handoff.

Best fit

Technology companies and PE-backed portfolios with a leadership gap or a major operating change underway.

Typical format

An interim role tied to the search or transition plan.

How we get started

30-minute call

You tell me what’s breaking, why it matters now, and who owns it today.

A short scope

I write down the outcome, the decisions I’ll own, the working rhythm, and the terms.

Start the work

I get access to the people and facts I need. Useful work starts within days.

Which option fits your situation?

Tell me what’s breaking. I’ll give you a candid answer about whether I’m the right person for it.

Start a conversation