Customer success | operations | information governance | metadata & CRM
I build the structures that make information findable, trustworthy, governable, and ready for use.
I connect governance, metadata, customer success, and implementation into practical systems that improve trust, adoption, service, and measurable business performance.
- 25%portfolio growth through business development, referrals, negotiation, and client trust
- $500Kfounder-led revenue with profitability reached within three years
- 140 / 2,200properties and units led through governance, reporting, service, and AppFolio workflows
- MSLIS + ALMMSLIS completed with a 3.86 GPA; Harvard coursework completed and thesis in progress
Practice areas
One body of work, three areas of practice
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Governance
Board governance, policy implementation, compliance documentation, vendor governance, reporting standards, system-of-record adoption, business continuity, data stewardship, and AI governance framework preparation.
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Metadata and Knowledge Systems
Taxonomy, controlled vocabularies, archival description, metadata schemas, linked data concepts, data catalogs, information architecture, semantic layers, LLMs, discovery systems, and AI-ready documentation.
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Customer Success, Revenue and Adoption
Business development, CRM-supported operations, account growth, customer partnership, implementation, workflow design, stakeholder alignment, training, reporting, and change adoption.
Where I add value
Roles where this background creates value now
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Information and Data Governance
I help organizations strengthen governance, metadata, taxonomy, data stewardship, analytics, implementation practices, and LLM-ready documentation so information can be trusted and reused.
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Knowledge Systems and Implementation
I translate complex requirements into usable structures, workflows, documentation, reporting, training, and adoption practices—connecting information strategy with the people who must use it.
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Customer Success and Revenue Operations
I bring business development, CRM, account leadership, service recovery, commercial operations, and measurable growth experience to roles where customer trust and successful adoption drive results.
Teaching and research strengthen this practice through evidence synthesis, clear explanation, and disciplined questioning. See the supporting work.