Retention and EBR/QBR leadership

I bring a customer success background and years of executive business reviews — the insight to see risk and expansion early, and the work ethic to run proactive account management that turns renewals into growth.

The organizations where this experience pays off fastest usually recognize these signs:

• Renewals surprise you late in the cycle
• QBRs recap activity instead of proving business value
• Expansion depends on who happens to own the account

• Building account health and risk signals
• Redesigning EBRs/QBRs around executive outcomes
• Running the renewal and expansion forecast
• Coaching account teams on executive conversations

• An account health model with early warning signals
• An EBR/QBR format built around business value
• A renewal and expansion playbook
• A retention forecast leaders review monthly

1. Days 1–30: review renewals, churn reasons, and top accounts
2. Days 31–60: launch health signals and the new EBR format
3. Days 61–90: run executive reviews on priority accounts and track expansion

Protect recurring revenue and uncover expansion opportunities through proactive account management and executive value reviews.

Book a conversation to talk through the role, your #1 goal, and where this experience plugs in as a full-time hire.