The situation
I joined Trellix to lead professional services for the West region, including two programs that mattered enormously: Health Watch, a proactive customer-health service, and a large reverse engineering program for Google. Both programs needed to grow, a major renewal was ahead, and the Health Watch team, fully remote, hadn’t met in person in four years.
What I did
- Built the operating rhythm first. I joined every West region sales call and met bi-weekly with the sales leader’s directs on deal strategy, so services became part of how deals were shaped, not an afterthought.
- Used Health Watch as a growth lever. I treated the program as a way to deepen customer relationships and drive renewals and new services, not just as a delivery obligation.
- Streamlined onboarding for the Google program to support the program’s growth.
- Paired people with automation. I led the team to a human-machine collaboration model that increased output without sacrificing accuracy.
- Invested in retention and care with regular 1:1 cadences, onsite customer visits, recognition, and a plan to bring the Health Watch team together in person.
The results
“You’ve made a tremendous impact in a short time… Covering the West, driving engagement with Google, and diving deep into Health Watch have all been critical areas where your leadership has shined.”