The Journey So Far

Promoted to lead a team of 4 education and onboarding specialists, owning the full customer learning experience across Dext’s product suite. My mandate: modernize how customers learn our products and measure the impact.

I spearheaded the migration to a new Learning Management System (WorkRamp), consolidating scattered training resources into a single, trackable platform. The rollout unified fragmented content and established the company’s first measurable education metrics.

Key initiatives:

• Led LMS implementation end-to-end, from vendor selection to content migration
• Integrated Appcues for in-app guidance, improving feature adoption
• Built reporting dashboards tying education metrics directly to product activation
• Coached team members on goal-setting and professional development while delivering on a multi-quarter roadmap

This role sharpened my ability to balance team leadership with hands-on execution—building strategy one day, editing video scripts the next.

Brought in to build the customer education function for Dext Commerce from scratch. The product was a recent acquisition with zero existing training materials, and my job was to change that.

I created training videos, interactive product guides, and a structured onboarding sequence that became the template for other product lines. The work established the foundation for Commerce’s entire customer education program.

What I shipped:

• End-to-end videos covering core Commerce workflows
• In-app walkthroughs triggered by user behavior
• Self-service knowledge base with 100+ articles—the first structured support resource for Commerce customers

Working cross-functionally with product, marketing, and support teams taught me how to translate technical features into user outcomes. That ability to bridge technical and non-technical audiences became a throughline for everything that followed.

Stepped up from accounting into an operations role with a clear mission: bring modern systems to a traditional business.

I led a company-wide digital transformation, moving paper-based workflows onto cloud platforms. The result was a 30% improvement in operational efficiency and visibility into metrics that were previously buried in spreadsheets.

Day-to-day, I owned financial forecasting, operational reporting, and process improvement. This role taught me how to translate data into decisions, a skill that’s followed me into every role since.

Owned the full accounting function for a growing enterprise: AP/AR, payroll, reconciliations, and monthly close. I was the single source of truth for financial reporting.

Beyond the day-to-day, I streamlined invoicing workflows and built out reporting that gave leadership clearer visibility into cash flow. Learning the intricacies of Canadian payroll compliance rounded out a solid foundation in operational finance and set the stage for my move into operations.

Managed books for 25+ clients at Canada’s first fully cloud-based accounting firm. The client roster was heavy on startups and tech companies, businesses scaling fast and learning their financials in real time.

Working with founders taught me to communicate numbers in terms of decisions, not just reports. I saw firsthand how clean data and clear financials unlock growth.

This is where my interest in tech really took hold. Surrounded by product builders and early-stage operators, I started connecting the dots between good systems and good outcomes—a perspective that eventually pulled me out of accounting and into operations.

Ran my own bookkeeping practice, serving small businesses and sole proprietors. I handled everything end-to-end: monthly bookkeeping, reconciliations, tax prep, and financial reporting.

This taught me that reliability sometimes matters more than perfection. I delivered clean, professional books on time, usually with tight deadlines and notice.

This hands-on foundation in accounting fundamentals made the transition into firm work seamless.

Managed multi-location operations for a family-owned franchise group, overseeing day-to-day performance while pushing for modernization across the board.

I championed the adoption of digital POS systems, online ordering, and targeted digital marketing. We were one of the first Little Caesars locations in Manitoba to go digital. The results spoke for themselves:

• Double digit revenue growth year-over-year
• 15% reduction in operational costs
• 60% lower turnover than the national franchise average

This was my first real exposure to business operations at scale. Running stores taught me how small process improvements compound, and how technology applied thoughtfully can transform a traditional business.