Partner closely with the founders to develop and execute tailored integration plans for new member firms.
Continuously refine and expand Windsor Path’s integration playbook to enable a faster, more consistent experience.
Navigate the human side of change with empathy and effectiveness, remaining attuned to the needs of firm partners, staff, and clients.
Windsor Path, founded in 2024, is a fast-growing ecosystem of premier accounting and tax firms backed by a family office. They accelerate the growth of member firms through talent, technology, and operational infrastructure, preserving their character and autonomy.
Lead the full integration process for a recent acquisition.
Develop and manage the master integration plan.
Identify and resolve cross-team conflicts, resource constraints, and timing risks.
Progressive Leasing is a leading provider of in-store and e-commerce lease-to-own solutions. As an almost 20+ year old FinTech company, they know how to innovate, simplify, and value all people.
Drive post-sales success by aligning ServiceNow’s offerings to customer goals and fostering strong relationships with C-Level executives.
Partner with Account Executives to create integrated strategies, delivering long-term value and mitigating risks to ensure success.
Establish clear success metrics, fostering innovation, continuous learning, and strategic alignment to meet and refine business transformation plans.
ServiceNow, founded in 2004, provides AI-enhanced technology solutions. They have over 8,100 customers, including 85% of the Fortune 500®, offering a cloud-based platform connecting people, systems, and processes to improve organizational workflows.
Lead and develop virtual program teams to drive accountability and high performance.
Serve as the principal customer liaison and build robust, trustful relationships.
Own program P&L elements, conduct scenario planning, and drive change orders.
FUJIFILM Biotechnologies is dedicated to making a real difference in people's lives by partnering with innovative biopharma companies to develop vaccines, cures, and gene therapies. They foster a culture of passion, energy, and drive, encouraging personal and professional growth.
Own and drive strategic health partnerships and cross-functional programs.
Create structure in ambiguous situations and drive programs from idea to execution.
Improve alignment, communications, and processes between teams.
Modern Health is a mental health benefits platform for employers, offering access to various resources for emotional, professional, social, financial, and physical well-being. They are a fully remote workforce known for its excellence and have a unique culture centered around empathy and accountability.
Own a portfolio of high-impact, cross-functional initiatives.
Craft comprehensive strategic plans designed to elevate the overall customer experience.
Scrutinize customer feedback and data with meticulous attention to detail.
Oura's mission is to empower every person to own their inner potential. With their award-winning Oura Ring and app, they help over 2.5 million people turn insights about sleep, activity, and readiness into healthier, more balanced lives. They have a culture where their team feels supported, included, and inspired to do their best work.
Partner with executive leadership to translate strategic priorities into structured transformation roadmaps.
Lead cross-functional initiatives spanning operations, technology, product, finance, and go-to-market teams.
Design and implement scalable operating models, governance frameworks, and execution rhythms.
FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. They are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems.
Own end-to-end program management for large, complex cross-functional GTM initiatives.
Build scalable program management frameworks, including intake processes, success criteria templates.
Partner with GTM leadership to surface risks and opportunities, create executive-ready communications.
Vanta helps businesses earn and prove trust by providing a platform to monitor and verify security continuously. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it.
Own monitoring of post-sales SME delivery programs including milestones, dependencies, risk tracking, and stakeholder comms.
Lead cross-functional alignment by coordinating with customer success managers, GRC SMEs, and Product to unblock customer outcomes.
Standardize + scale playbooks: Define repeatable processes for framework mapping and customer patterns to reduce time-to-value.
Vanta's mission is to help businesses earn and prove trust through continuously monitored and verified security. They empower companies to practice better security and prove it with ease with the help of their kind and talented team.
Lead global FP&A processes: budget KPIs, reforecast, monthly performance commentary and gap analysis
Preparation of deliverables to the Executive Committee: presentations and ad hoc analyses
Support financial integration of acquired companies to align processes and group reporting requirements
They are the world's leading testing, inspection and certification company. They are recognized as the global benchmark for sustainability, quality and integrity with 99,600 employees operating a network of 2,600 offices and laboratories.
Lead the end-to-end delivery strategy for all TrainAI programs supporting the strategic client.
Act as the senior point of contact for the client’s program, product, engineering, procurement, and quality teams.
Own P&L for the strategic client’s account, including revenue forecasting, profitability, pricing models, and cost management.
RWS unlocks global understanding by growing the value of ideas, data, and content. They value every language and culture, celebrating difference, inclusivity, and diversity to make them strong.