Testimonials

  • Kelly has been exceptional strategic advisor for our growing healthcare technology company, and I'm thankful for her strong contributions to our success. She's engaged with us in several primary areas, including organizational design & culture, revenue & headcount growth & related planning, and client success & enterprise risk mitigation. Her extensive experience and strong consulting background allowed her to navigate our business (and stakeholders) as someone we trust to help us navigate key decisions of any size. We couldn't be more pleased with the relationship and results we've built with Kelly.

    — Bradley Gallaher, Co-founder, President, & Chief Strategy Officer at Switchboard, MD

  • Kelly came into our organization with a true blank page for what Client Success could look like. Kelly thoughtfully developed our business objectives, processes, and organizational structure that not only fit the needs of our team and market opportunity perfectly, but also positioned Client Success to scale with ease. She was the consummate solution-oriented problem-solver, able to efficiently address so many challenges with ease and committed collaboration across our organization. You will find that Kelly exudes a friendly and approachable working style that is sure to lead to a winning Client Success strategy.

    — Naomi Levinthal, Former VP Strategy at Memora Health

  • Kelly led the evolution of our client success function from one that reacted to clients' requests to a proactive model dialed in to driving client retention and growth. She supported the team in creating predictable "plays" across the client journey, reimagined roles and hired specialized talent, and set the team up for success ahead of our organization being acquired. Kelly's expertise would be an asset to any b2b organization looking to lay the foundation of their client operations or mature from good to great.

    — Todd Levin, Former GM Services at Lumere

  • Kelly was instrumental in scaling our client success function. Her data-driven approach catalyzed significant revenue growth and improved client retention.

    — Bonnie Lai, Former GM of Lumere, a GHX Company