As an award-winning, accomplished C-level executive & board member, I partner with organizations to create go-to-market (GTM) strategies that scale operations, brand awareness and customer success programs to increase retention and ongoing revenue growth. I have deep cloud technology & transformation experience, business & financial acumen, & an expert in uncovering business revenue opportunities, cash flow & operational efficiencies. As an educator, keynote speaker, and published author, I strive to inspire a culture of mindfulness when utilizing technology and an environment of innovation & collaboration.
♦ SCALING GROWTH: Scaled GTM programs with increasing customer acquisition, while maintaining headcount.
♦ CUSTOMER SUCCESS LEADER: Experienced Chief Customer Relationship and Success Officer, led teams in to expand post customer relationship, nurture retention and ongoing revenue growth.
♦ BUSINESS LEADER: Led teams nationally & internationally, leadership roles in Fortune 500, start-up, & small company rapid growth.
♦ SUCCESSFUL ENTREPRENEUR: Owner/operator of accounting practices & other business ventures, now owner of The B3 Method Institute and DRISHTIQ yoga.
♦ SPEAKER, AUTHOR, THOUGHT LEADER: Sought after keynote speaker, TEDx speaker, panelist & published author of 2 books & contribute to numerous articles in industry publications/online journals, including: Entrepreneur.com and Inc.com.
♦ BOARD MEMBER & ADVISOR: Board Member for Project Yoga, an Advisory Board Member for Pantheon & Logikcull, Technology Innovations Taskforce leader for the AICPA IMTA Executive Committee, past Board Member for Data Coalition.
♦ AWARDS: Recognized as Top 100 Most Influential Person in Accounting Today’s Listing, Most Powerful Women in Accounting by CPA Practice Advisor.
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