Executive Advisor to Post-Sale Leaders
Trusted by CEOs, boards, and CCOs to improve retention, expansion, and post-sale efficiency.
Why Leaders Engage Me as an Executive Advisor
CEOs and investors often introduce me to post-sale executives when retention, customer experience, or expansion metrics aren’t where they need to be. I provide objective perspective, practical guidance, and proven strategies to help leaders quickly assess their situation, develop transformation plans, and deliver stronger results.
Common reasons leaders trust my advice:
Improve Net Revenue Retention and expansion pipeline
Decrease cost-to-serve while protecting customer experience
Partner with a high-potential leader to demonstrate executive-level impact
Develop metrics and dashboards that boards care about
Coach executives through critical transitions, restructures, or new roles
Accelerate the adoption of AI and new technologies to gain efficiency
Strengthen alignment between Sales and Post-Sale teams
A Partner, Not Just a Consultant
As a trusted executive advisor, I don’t just deliver recommendations and walk away. I act as an extension of your executive team, bringing perspective from decades of leading top customer-facing organizations and advising industry leaders. My goal is to help you anticipate challenges, make better decisions, execute predictably, and build confidence with your CEO, peers, and board.
Outcomes You Can Expect
With me as your executive advisor, you can expect clarity, alignment, and measurable impact.
Clear action plan tied to board-level priorities
Stronger influence and alignment with executive peers
Improved retention, expansion, and efficiency metrics
Trusted perspective from someone who has “been in your seat”
Leadership confidence during high-stakes moments (board updates, company presentations, fiscal planning, C-staff meetings)
Faster path to promotion or an expansion of your job scope.
Trusted by Top Customer-Centric Companies and Executives
“Rod helped us raise the quality of our decision-making and operational processes at Bringg. His perspective made it easier to cut through noise, align all our post-sale workflows, and focus leadership attention where it could impact measurable outcomes. The organization achieved better results due to our work together.”
Cristina HallChief Customer Officer - Bringg
“Rod helped us fundamentally raise the bar on how we run Customer Success at scale. His work with us on executive business reviews, customer maturity, risk identification, and digital strategy provided our teams with clearer signals, stronger conversations with customers, and greater global consistency. He brings a rare combination of practical judgment and deep subject-matter expertise that made a measurable impact on how we operate.”
Jen SchoellGlobal VP of Customer Success - Meltwater
“Rod was a true thought partner as we evolved our Customer Success strategy. He helped us move quickly from high-level ideas to practical, executable plans, and his ability to balance strategic guidance with hands-on execution accelerated our progress significantly. Rod brought clarity, confidence, and structure to decisions that were critical as we prepared for Series B.”
Natasha BondChief Customer Officer - Send
"As I scaled Customer Success and stepped into a broader executive role at SurveyMonkey, Rod was a trusted partner. He helped convert strategy into durable operating models across retention, onboarding, and leadership, while elevating my effectiveness with peers and the board. Rod is an exceptional advisor for post-sale leaders who must deliver results and operate credibly at the executive level."
Sabrina LeblancSVP of Sales and Customer Success - SurveyMonkey
“Rod helped bring clarity and forward motion to our Customer Success organization at a time when we needed to make real progress quickly. He worked hands-on with my team to define priorities, establish consistent ways of working, and get key initiatives moving across the business. Rod’s experience helped us avoid false starts and accelerate execution.”
Varun DixitSr. Director of Customer Success - Freshworks
“Rod always made sure that the work he led was actionable and relevant. I am grateful for his contribution and brainpower."
Shannah Van WinkleChief Customer Officer, Matillion
"Rod was a valuable consultant and trusted advisor as I was taking on the new role of Chief Customer Officer."
Oliver StaehelinChief Customer Officer, Harver
“You are insanely supportive. You have no idea how much that helps me. I seriously cannot thank you enough. I am a huge advocate for you.”
Lee ArbelVP of Customer Experience, DoorDash/Bbot
"I can say that I hired 'the best of the best'."
Inger RarickSVP of Customer Success, Sendoso
Ready for a Trusted Executive Advisor at Your Side?
Let’s talk about how I can help you and your team deliver stronger results with confidence.