Real Impact in High-Stakes Environments
Scaling a Global Technology Company's U.S. Operations
Situation
A global AI and technology company was rapidly expanding in the U.S. but lacked the local leadership, operational structure, and executive client engagement needed to scale effectively.
Task
Build and scale the U.S. organization, strengthen enterprise relationships, accelerate growth, and better align sales, delivery, customer success, and leadership.
Action
Established the company's Dallas operations and built scalable processes, KPIs, and accountability across the organization. Strengthened executive client relationships, aligned cross-functional teams, and created a more disciplined approach to identifying, advancing, and delivering enterprise opportunities.
Results: 18 New Clients. 25-Person Dallas-Based Team. 4X Revenue Growth. All in 14 Months.
Scaling a Services Company Across DFW
Situation
A growing services company had stalled and needed to reignite growth, strengthen customer retention, and improve service delivery while positioning the business for expansion beyond its existing markets.
Task
Accelerate revenue growth, improve customer and employee retention, strengthen marketing performance, and build a scalable model for geographic expansion.
Action
Reallocated marketing spend toward proven lead sources, redesigned the customer journey and service delivery process, and addressed key drivers of client and employee attrition. Built a data-driven growth strategy focused on lead generation, conversion, retention, operating performance, and expansion into new markets.
Results: $750K in New Recurring Revenue. 20.4% Client Growth. 27% More Leads. 91 NPS.
Transforming SaaS Operations Ahead of a PE Exit
Situation
A growing SaaS company faced high operating costs, quality challenges, and processes that were not scaling with the business. The company needed to improve operational performance and strengthen its financial profile as it continued to grow.
Task
Reduce operating costs and improve quality without sacrificing delivery. Build repeatable, scalable processes across Operations and Client Services while improving gross profit performance and enterprise value.
Action
Reorganized operations from end to end, implemented KPIs and performance management systems, and applied Lean and continuous improvement principles across a 300-person organization. Redesigned critical workflows to improve accountability, quality, and scalability.