Customer Success
Account health, implementation, workflow decisions and stakeholder communication.
Customer Success · AI Adoption · Product Operations
01PORTFOLIO / 2026
CUSTOMER-LED PRODUCT WORK
I turn complex
customer workflows into
confident adoption.
7+years of total professional
experience · 3+ in healthcare SaaS
experience · 3+ in healthcare SaaS
25core and enterprise accounts
supported at Phreesia
supported at Phreesia
B2Bimplementation, workflow
analysis and account operations
analysis and account operations
AIresponsible adoption and
product-workflow concepts
product-workflow concepts
SELECTED CASE STUDIES
Work that starts
with the real problem.
These are independent product and analytics projects. I distinguish what is observed, synthetic, proposed and measured on each project page.
01Responsible AI↗
ClearGate
A safer document-request workflow for B2B SaaS teams.
02Customer success↗
SignalPath
Using onboarding signals to find risk before adoption stalls.
03AI product↗
Amicus Vera
A consent-led AI companion designed around human agency.
04Product analytics↗
Swiggy Delay Recovery
A service-recovery case study rooted in customer friction.
WHERE I FIT
Customer context is not the end of the story.
It is the product signal.
AI Adoption
Making AI useful, reviewable and safe inside customer-facing product workflows.
Product Operations
Using customer feedback and operational data to clarify what to improve next.
I define the research questions, product decisions, analysis and narratives. AI helps with research structure, drafting and implementation; I review every output and remain accountable for each claim.
Let’s talk ↗