Experienced Leadership. Practical Support.
I founded CX-Optim to help SaaS leaders work through challenges I’ve experienced firsthand: building a customer organization, adapting it as the business grows and bringing teams through change.
Over more than a decade at Prophix Software, including as Vice-President of Customer Success, I built and led global teams across Customer Success, Professional Services, Product Adoption, Technical Support and Customer Advocacy. What I enjoyed most was connecting the pieces, developing leaders, making things easier for customers and helping the organization work better together.
My earlier career in Finance and management consulting, gave me a perspective I still bring to this work. I want to understand what a change will accomplish, whether it makes financial and operational sense, and what the team needs to make it succeed.
I’m a CPA and PMP, a University of Guelph Commerce graduate, and work in both English and French.
That combination of financial, operational and customer leadership shapes how I work today.
How I Work
Understand before recommending
I start by listening to your leaders, your team and your customers, then use the data to understand what’s working and where things are getting stuck.
Stay close to the work
Whether I’m assessing the organization, leading a project or serving as a fractional executive, I work alongside your team to move priorities forward.
Focus on what matters most
There will always be more opportunities than time or resources. I help identify the changes that deserve attention first and turn them into a practical plan.
Build a stronger team
A successful engagement leaves your organization better equipped to keep progressing, with stronger leaders, clearer ownership and capabilities that last.