Recent work

Delivery leadership across payments, digital banking, and applied AI workflows in regulated environments.

Paymentus
Account Director II, Banking and Fintech Delivery
July 2025 to Present
  • Own post sale delivery and operational success for enterprise banking and fintech clients using Paymentus IPN.
  • Coordinate Product, Engineering, Implementation, Compliance, Support, and external partners to drive stable outcomes.
  • Lead high severity escalations, production incidents, and go live readiness for complex bank implementations.
  • Serve as executive escalation point, guiding resolution strategy, communication, and risk management.
  • Provide delivery forecasting, risk assessments, and capacity planning inputs to leadership.
KlariVis
Client Success and Training Manager
July 2023 to July 2025
  • Led delivery and enablement for 40 plus banks and credit unions using core connected analytics platforms.
  • Managed and coached Client Advocacy and Enablement Leads across onboarding, training, and executive engagement.
  • Shifted delivery from reactive support to proactive advisory execution focused on value realization.
  • Designed structured engagement frameworks, success plans, and escalation paths.
  • Built and governed a centralized knowledge base and training program to reduce tribal knowledge reliance.
First American Docutech
Technical Customer Relationship Manager
May 2021 to June 2023
  • Owned technical delivery and executive relationships for Platinum tier financial services clients.
  • Led cross functional delivery through compliance driven lending and payments implementations.
  • Served as escalation lead for complex production and delivery issues across Engineering, Product, and Support.
  • Supported renewals and expansion through trusted advisory relationships.
Trust Company Bank
Director, Banking Technology and Payments Operations
March 2010 to April 2016
  • Led banking technology and payments operations across core banking, consumer payments, authentication, and fraud platforms.
  • Held operational P&L responsibility including staffing, vendor contracts, licensing, and support costs.
  • Owned annual budgeting, forecasting, and variance analysis with corporate finance.
  • Served as trusted advisor during audits, incidents, and major system changes.
  • Led remediation tied to FFIEC, AML, KYC, and payments compliance findings.