Executive Customer Engagement

For PE Firms. You’re Focused On Value Creation.

That’s Where I Come In.

I Make Sure It Happens.

As an Operating Partner or Growth Lead, I know your job is to accelerate post-acquisition performance and build enterprise value. Fast.

But here’s the truth: Most portfolio companies are leaking revenue growth. Why?


There isn’t a clear company wide strategy around executive customer engagement for their strategic accounts.

There’s no clarity around the target executive persona. The GTM motions are fragmented. For example multiple teams are building competing efforts like a CAB, Executive Sponsor Program, and Executive Dinners to try to build executive relationships. 

That’s where I come in.

I partner with CEOs, CMOs, CROs, and CCOs to design a company wide Executive Customer Engagement Program. We’ll start with your culture. 

Only then will your portcos create measurable value that drives revenue expansion, operational efficiency, and exit-readiness.

I HELP YOUR PORTCOS SCALE TRUST WITH EXECUTIVES. THAT SCALES REVENUE.

You don’t need more “strategic advice.”

You need someone who can walk in, align the C-suite, and build a high-impact executive customer engagement strategy that gets executed.

Here’s what I’ve done recently:

Splunk

Streamlined a $2.8B GTM motion into one global executive customer engagement engine fueling their $28B acquisition by Cisco.

ForgeRock

Designed an executive customer engagement program that drove double-digit revenue growth, a successful IPO, and contributed to a $2.3B acquisition by Thoma Bravo.

Healthtech CEO + Founder

Helped them have the rock solid mindset to raise capital, sell the company, and get accepted to their dream of attending Harvard Business School.

HERE’S WHAT I KNOW YOU WANT

Accelerated, Measurable Growth: 

You’re looking for traction. Like revenue expansion, stronger retention, and smarter GTM execution. 

Fast.

I help your portcos build trusted executive relationships that influence buying decisions and drive growth within 12 to 18 months post-acquisition.

Operational Excellence at Scale:

Right now, your portcos either don’t have an executive customer engagement strategy, OR they have folks in Sales, Product, Marketing, and CS teams all trying to “own” the C-suite.

It’s disjointed, redundant, and VERY costly to you.

I help you fix that by building a single, C- Suite owned Executive Customer Engagement Program that unifies your customer strategy, improves customer experience and the brand, reduces cost-to-serve, and drives scalable growth.

We’ll use my Executive Engagement Framework to design, optimize, and deliver your executive programs. Turning your CAB, Executive Sponsor Program, and every executive touchpoint into an integrated revenue-driving machine.

It’s how we turned Splunk’s $2.8B GTM into a scalable engine that increased enterprise value and was sold for $28B.

Leadership That Influences the C-Suite:

You don’t win with invisible operators.

You win with bold, customer-facing executives who build trust, drive adoption, and close deals.

I coach your leadership teams to show up with confidence, presence, and clarity in boardrooms and customer conversations.

This is how they become your portcos growth multiplier.

This is a growth strategy built for PE outcomes. Accelerated revenue, improved EBITDA, and premium exit multiples. Let’s do this!

Ready to Turn Executive Trust Into Your Competitive Advantage?

Let’s talk about how we can unlock growth and exit readiness across your portfolio.