A 90-day engagement to put a clear operating model, KPI framework, and technology stack under a customer-operations function that has outgrown its current setup. Built for mid-market fintech and real estate.
This is the work I did building the strategy-and-operations function for partner experience at Worldpay and Global Payments, structured as a defined engagement. Over 90 days I address the issues that commonly cap growth at this stage: fragmented data, customer-success teams working without consistent signal, and a technology stack assembled piecemeal. The result is a defined operating cadence, a KPI framework with baselines and targets, a consolidated stack, and generative AI applied where it reduces manual work.
A defined scope and outcome, and a team equipped to run the model after the engagement ends.
Best for: mid-market fintech and real estate firms whose operations have outgrown the systems and habits that got them this far