Maybern Offices

Own post-sale client relationships for a private fund management platform. Manage implementation, adoption, value realization, account health, and retention while coordinating internal teams and resolving complex customer issues. Guide clients through change management, product workflows, and measurable success planning. Translate feedback into internal action plans, identify expansion opportunities, support advocacy efforts, and mentor junior customer success managers.

Own Maybern’s financial model, budgeting, reforecasting, operating metrics, headcount planning, board and investor reporting, and path-to-profitability analysis. Partner with executives, Sales, and Product on strategic decisions, pricing, deal structures, and investments. Build KPI infrastructure, improve ARR and revenue reporting, and automate recurring finance workflows using AI and internal dashboards as the company prepares for Series C.

Build customer-facing agentic AI experiences, including chatbots, embedded assistance, MCP integrations, and automated reconciliation workflows. Partner with product teams, domain experts, customers, and engineers to identify valuable AI applications across fund-management software. Design reliable multi-step agent systems, evaluate model outputs and failure modes, and ship production software while shaping product direction in a fast-moving environment.