Summary
Learning and development leader with more than eight years leading design teams and over a decade
building curriculum on complex software for professional audiences in regulated industries. Part of the team
driving AI-enabled change through customer education at a 500-person SaaS organization, contributing to
the vendor evaluation and business case behind its video automation platform and building the internal
tooling the department now runs on. Has built learning functions from nothing: governance, content
standards, operating procedures, vendor selection, and certification architecture. Works through
performance consulting rather than order taking, using product usage and support data to locate the real
gap before designing against it. Looking to own a customer education or enablement function end to end again.
Professional Experience
Senior Instructional Designer
04/2025 – Present
Juniper Square • Remote
- Own a 100-course curriculum portfolio in Skilljar for a roughly 500-person organization, managing accuracy, currency, and retirement across a continuous release cycle.
- Contributed to a roughly 60% rise in the team’s output per available hour since mid-2025, sustained for over a year with team capacity flat, moving the team from rarely meeting its productivity target to exceeding it in most months.
- Designed and built the end-to-end onboarding curriculum for Canopy, a product sold to third-party fund administration firms, owning needs analysis, modality selection, video production, and course development for an external professional audience.
- Serve as the connective point between client education and internal enablement across two distinct business models, translating each release into what each audience requires.
Lead Instructional Designer
08/2022 – 04/2025
Visual Lease • Remote
- Led a cross-functional team of instructional designers and technical writers, directing priorities, coaching and developing team members, contributing performance assessments, and serving as final quality authority for all content leaving the department.
- Built the customer education curriculum for lease accounting software operating under FASB and IFRS 16, where material accuracy carried audit consequences for customers, partnering closely with SMEs and executive stakeholders.
- Designed and launched a partner certification program from scratch, including learning-path architecture, assessment design, and competency gates, reducing partner onboarding time 30%.
- Led vendor evaluation, requirements, and launch for the enterprise Cornerstone implementation on the customer-education side, after administering Docebo and a WordPress learning hub.
- Analyzed Customer Success and product usage data to locate performance gaps, then built targeted in-product guidance that reduced how-to support call volume 10%, and directed monthly release-content production with the technical writing team.
Manager, Instructional Design
12/2021 – 08/2022
Dealertrack Technologies • Remote
- Managed a team of five instructional designers with full ownership of capacity planning, workload distribution, prioritization, and deadline accountability across all active projects.
- Mentored and coached new hires onto team standards, and implemented SOPs that reduced content creation time 30%.
- Built 3, 6, and 12-month client education roadmaps aligned to major release cycles. Employee of the Quarter four consecutive quarters.
Instructional Designer II
08/2018 – 12/2021
Dealertrack Technologies • Remote
- Built the content development function from zero, establishing governance, intake workflows, content and visual standards, SOPs, and the full tech stack. The framework was adopted as standard practice across multiple departments.
- Designed state DMV-mandated certification programs in North Carolina and Pennsylvania required for dealerships to legally operate, owning program governance, pass standards, exam delivery, and renewal cycles, with records that had to hold up in a state review.
- Led end-to-end evaluation and procurement of the company’s first LMS against a $100K budget, coming in roughly $40K under, then administered Docebo for more than 1,500 learners across international markets.
- Conducted needs assessments with field trainers nationally and won adoption of a centralized content model without authority over those teams.
Software Trainer II
09/2014 – 08/2018
Dealertrack Technologies • Remote
- Managed software implementations and client relationships across the North Carolina territory, including onboarding for executive stakeholders, and served as trainer-of-trainers for new hires.
Department Chair & Project Lead, Course Revision
08/2011 – 08/2016
North Carolina Virtual Public Schools • Remote (concurrent, part-time)
- Managed and developed a team of 10 virtual educators across daily operations, professional development, and performance, and led a full course-revision program against strict state deadlines.
High School Teacher
09/2003 – 06/2012
Wake County Public Schools & Orange County Schools • North Carolina
- Built a two-semester U.S. History curriculum framework adopted district-wide, contributing to a measurable rise in standardized test scores.
Education & Published Work
MBA
Baker College, Flint, MI
B.A., Secondary Education
SUNY Fredonia, NY
Author, You Are the Bottleneck
On AI’s practical role in learning and development