Repair the operating model behind customer retention and growth.

I help recurring-revenue companies align customer value, renewals, ownership, workflows, data, and executive decision-making when growth or transition has made post-sale execution difficult to manage.

Fractional Customer Executive

The problem

Capable people. Disconnected execution.

The organizations I help are rarely starting from zero. They already have customers, systems, processes, and talented teams. The problem is that the pieces no longer produce one reliable operating view.

Retention is difficult to explain.Renewal risk, value, and forecast confidence vary by person or system.

Ownership crosses too many functions.Work is shared, but decisions and outcomes lack one accountable owner.

Manual work hides the real model.Critical information lives in spreadsheets, inboxes, local trackers, and individual memory.

Automation is arriving too early.Leaders are trying to scale workflows before definitions and decision rights are settled.

How I engage

Diagnose first. Implement what leadership approves.

Post-Sale Operating Model Diagnostic

An evidence-based assessment of customer lifecycle, decision rights, retention and renewal controls, coverage, capacity, data, and cross-functional execution.

Implementation Leadership

A focused sprint to turn approved priorities into operating standards, ownership, management cadence, completion evidence, and adoption.

Fractional Customer Executive

Senior post-sale leadership during transition, transformation, or growth, with a clear mandate to build durable internal capability rather than dependency.

Proof in practice

A paid cross-functional diagnostic identified the operating causes beneath fragmented post-sale execution, secured executive approval of the initial priorities, and progressed into a fractional implementation engagement.

Anonymous recurring-revenue education technology client

Contact

A thoughtful conversation starts with what is actually happening.

If customer and revenue execution depends too heavily on individual judgment, manual reconciliation, or unresolved ownership, I am open to comparing notes.

Email ↗ 281-318-8530 ↗ LinkedIn ↗