Teams at Red Oak

Leads Customer Success across Red Oak and MirrorWeb’s combined SaaS customer base. Owns gross retention, customer risk management, product adoption, success planning, team hiring and development, segmentation, health scoring, reporting, and operating-model design. Partners with Product, Support, Implementation, Account Management, Sales, and Revenue Operations to drive predictable onboarding, adoption, expansion, and renewal. Establishes scalable AI-enabled workflows using tools such as Salesforce, Gong, and Nooks.

Own lifecycle marketing for cross-sell, retention, onboarding, and adoption across an existing B2B client base. Build segmentation, nurture, scoring, routing, account-based programs, and post-sale communications in HubSpot, partnering with sales, client success, and marketing operations. Measure expansion pipeline, funnel progression, retention contribution, and program performance. Use AI tools for segmentation, copy development, account research, and reporting.

Own B2B demand generation and new-business pipeline across paid media, SEO, AEO, GEO, webinars, website conversion, and account-based marketing. Manage target account advertising, marketing technology, intent signals, agency performance, and the digital budget. Execute campaigns hands-on, analyze attribution and channel performance, and use AI tools to improve campaign development, research, reporting, and operational efficiency.