Fractional COO & Trusted Operator for Founder-Led Companies

I solve operational challenges for founder-led companies so leaders can focus on impact.

Previously, I've cofounded and scaled an IT consulting firm from 3 to 35+ team members and $10M+ in revenue.Most recently, I've led a global education company through a restructure that saved $200K+ to achieve profitability.

Book a Free Discovery Call

Find 30 minutes to explore how I can help you build a healthier business and free up your time.

How I Can Help

  • Operational Systems & Scale
    I fix what’s broken in your systems and set up AI-powered workflows to support long-term growth.

  • Project Execution & Leadership
    I add structure to high-impact projects and help teams deliver results on time and within budget.

  • Sales Process & Pipeline
    I partner with you to build touchpoints and assets that turn more leads into paying customers.

  • Financial & Strategic Clarity
    I create financial models that enable scenario analysis and smarter decision making.

About Me

I’ve dedicated my career to helping founder-led companies grow by bridging the gap between business & technology.

Want to see if I can help you?

Beginning My Career:

  • I started at West Monroe Partners in operations consulting, where I focused on IT due diligence and led data workstreams for private equity M&A deals.

  • I loved improving operations since the beginning. I focused on building systems that made work faster, smarter, and more profitable for my firm and clients. I taught myself to code and chased every opportunity to solve problems with technology.

  • Using Robotic Process Automation, I designed and implemented a workflow that saved 360 FTE hours spent on West Monroe's manual invoicing process.

  • To improve project execution, I built a product that automated data validation during IT carve-outs, cutting time from 4 days to 3 hours and saving $50K+ per project.

Building An IT Consulting Firm:

  • Using that experience, I cofounded an IT consulting firm, scaling it from 3 to 35+ team members and $10M+ in revenue before I left.

  • I managed 10+ IT transformation projects supporting $1B+ in M&A activity, created a service line that generated $5M+ in new revenue, and opened the Durham, NC office to build project delivery and software development teams.

  • On nights and weekends, I took 5 graduate courses at Duke in AI for Product Innovation to formalize my technology education and become a modern product leader. I even had to re-learn calculus (which I've mostly forgotten again).

  • Along the way, I stepped into roles ranging from technical sales lead to project manager, head of product, and Chief Technology Officer.

Focusing On Sustainability:

  • After experiencing effects from the 2023 Canadian wildfires, I shifted my focus from mergers & acquisitions to climate-related sectors.

  • After a short sabbatical to upskill and explore climate solutions, I became fractional operations lead at FireUp and joined The Carbonauts as delivery lead—then was promoted to COO within 9 months.

  • I led sales calls and created proposals that closed six-figure deals, optimized finances to save $200K+ annually, managed a global team across 8 time zones, and upgraded systems to scale delivery for Fortune 500 clients like Amazon, AT&T, Microsoft, and Toyota.

  • Most recently, I led the team through an operational transformation that reduced overhead, improved flexibility, and brought the company to annual profitability.

What I Do Now:

  • I partner with founders of fast-growing companies to improve operations and take key projects off their plate, so they can lead with clarity and focus.

  • My approach is simple: listen first, focus on what matters, bring structure to chaos, fix what's broken, and scale what works.


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My Services

From quick wins to ongoing support, choose the option that works best.

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30-Day Programs:

Start with a simple, fixed-fee project.In 30 days, I’ll review how things work today, fix a couple of pain points, and deliver a roadmap your team can use.The goal: Give you something useful right away and make it easy to decide if you’d like to keep working with me.No risk: If you're not satisfied after 30 days, I'll give your money back — no questions asked.

Ongoing Support

Monthly Retainer *

For those who want ongoing support beyond a quick win.I step in 1 – 3 days a week to run ops or key projects, giving you scale without adding headcount.One flat monthly fee, billed at the start of the month. You can pause or ramp up with 30 days’ notice.

* Hourly services available upon request. Most clients find the retainer delivers better value and predictability.

Testimonials

See what others say about working with me.

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Case Studies

Learn how I've helped companies scale and grow profitably.

I’ve partnered with founder-led companies in professional services, IT, education, and sustainability to boost capacity, cut costs, and achieve profitability.

Want to see if I can help you?

Scaling Delivery

Building an Ops Engine for Growth

Using automation and process improvement to boost capacity, cut errors, and give leadership more time for high-impact work.

Summary

  • Stabilized operations in Week 1 - Stepped in immediately, kept projects from slipping, and added structure to scattered processes.

  • Optimized existing systems – Learned the company's tech stack fast, refined workflows, and built a scalable delivery engine.

  • Freed leadership for growth – Built automated templates, clarified roles, and trained support staff to free leadership for strategic work.

Full Case Study

Background

The Carbonauts, a global sustainability education company serving Fortune 1000 clients, faced operational challenges due to recent turnover in their delivery manager role.The Head of Content stepped up to keep critical client work moving, taking on responsibilities outside her core role. The added workload stretched the team’s capacity, leading to occasional missed deadlines, data inconsistencies, and burnout across the team.

Challenge

With key delivery responsibilities distributed across the team and no central process owner, managing a high volume of workshops became increasingly difficult.Work was tracked in multiple tools with inconsistent documentation, roles overlapped, and accountability was unclear. Without a single source of truth, small issues like data entry errors and shifting timelines had ripple effects on client delivery and team bandwidth.

Actions

  • Instituted a centralized daily standup process in my first week, stabilizing active projects and preparing for complex future engagements.

  • Developed structured Asana templates with automation, clear roles, and capacity tracking for both standard and custom projects.

  • Clarified ownership between Content and Delivery teams to reduce overlap and confusion.

  • Trained and coached an administrative assistant to take over operational tasks, freeing senior staff from day-to-day management.

  • Set up Airtable alerts and a process improvement cadence to ensure continuous refinement and on-time delivery.

Results

  • Freed the Head of Content to focus on strategy, high-margin product development, and custom engagements.

  • Operational efficiency cut editor time for standard projects by ~50%.

  • Enabled a lean team of 4 to manage 15+ concurrent client deliveries without adding headcount.

  • Removed low-value tasks with no impact on renewal rates, improving both productivity and team morale.

Launching Products

Creating a $5M+ Service Line

Transforming manual work into a service line with software, methodology, and a delivery team to handle 3x the clients.

Summary

  • Built Proof-of-Concept - Prototyped and deployed an automated data transformation tool that cut processing time from hours to minutes, reduced client costs, and improved data accuracy.

  • Scaled into $5M+ Service Line - Productized the solution, hired and trained a 10+ person delivery team, and led sales demos and concurrent enterprise ERP migrations.

Full Case Study

Background

Early in scaling our IT consulting firm, a one-off ERP migration project revealed a gap in the market: clients lacked an efficient, repeatable way to extract, transform, and load data during complex system changes. The process was slow, manual, and dependent on too many stakeholders, which created errors, delays, and high costs.

Challenge

We needed a better way to manage data migrations across systems, but we had no product, no process, and no dedicated team. Success meant building a solution that could:

  • Automate transformation work

  • Standardize requirements gathering

  • Scale beyond one-off client engagements

Actions

I taught myself Python to build a proof-of-concept tool that automated key steps in the data transformation process. Using it on a live client project validated the approach, cut transformation times from hours to minutes, and gave us ownership over methodology and quality.From there, I:

  • Formalized the process with mapping files, extraction accelerators, and QA tools.

  • Demonstrated and sold the solution into three additional multi-system migrations.

  • Hired and trained a specialized delivery team to run transformations at scale.

  • Partnered with a CTO to productionize the software for enterprise-grade usability.

  • Expanded the product suite with complementary tools (data harmonization, profiling, transformation pipelines).

  • Stepped into the Director of Product role to own the roadmap, interface with development, and ensure delivery alignment.

Results

  • Launched a proprietary data migration service line that generated $5M+ in revenue within two years and grew to represent 50%+ of company revenue.

  • Reduced transformation tasks on complex data objects from 8–9 hours to 10–15 minutes using automated pipelines.

  • Scaled to a delivery team of 10+ employees focused on the new offering.

  • Delivered migrations across multiple ERP platforms (SAP, Dynamics 365, Epicor) and secured repeat enterprise work.

  • Served as the technical sales lead, closing multiple $1M+ projects for clients undergoing IT transformation projects.

Simplifying Sales

Designing a Smarter Sales Pipeline

Streamlining hunting and farming to grow revenue, reduce the team size, and free the founder from the sales process.

Summary

  • Refined sales approach – Consolidated multiple pitch decks into one tight discovery call framework, focusing on listening first and tailoring solutions to client goals.

  • Aligned sales and delivery – Sold more high-value custom work by packaging it into repeatable programs the team had capacity to deliver.

  • Freed founder from sales – Took over full sales process, from prospecting to close, allowing the founder to focus on strategy.

Full Case Study

Background

At The Carbonauts, a sustainability education company serving Fortune 1000 clients, the sales process was fragmented. Multiple decks, inconsistent pricing, and scattered CRM data made it difficult to prioritize the right opportunities. The founder was involved in every sales call, despite needing to focus on higher-level business strategy.

Challenge

Selling sustainability education to Fortune 1000 companies meant navigating long sales cycles, multiple stakeholders, and tight budgets. The team had tools and relationships in place but no consistent framework for outreach, standardizing offers, or aligning sales with delivery capacity.To grow revenue and free up leadership time, we needed a more structured, repeatable approach that worked within our existing resources.

Actions

  • Introduced AI tools to draft personalized outreach emails, proposals, and agendas.

  • Consolidated multiple pitch decks into a single, modular discovery call deck.

  • Standardized pricing and workshop descriptions to speed up proposal turnaround.

  • Cleaned and segmented CRM data to focus on high-potential leads and align outreach with delivery capacity.

  • Removed friction in the buying process by pre-drafting SOWs and simplifying procurement steps for enterprise clients.

  • Balanced hunting and farming to close net-new business while maintaining strong renewal rates.

Results

  • Freed 10+ hours of founder time per week by fully taking over the sales process.

  • Reduced sales support costs (software and headcount) while sustaining topline revenue growth.

  • Closed 9 net-new Fortune 1000 clients in H1 2025.

  • Maintained a 73% renewal rate across enterprise customers.

  • Increased close rates on high-value custom programs by aligning sales offers with delivery capacity.