Security & Compliance Program Manager
SmarterDXOversees the GRC team and led the company through a completed SOC 2 Type 2 audit, building the control set and evidence process behind it.
AI ENABLEMENT · PRODUCT · OPERATIONS · SECURITY
I build
OPEN TO RELOCATIONCONSIDERING GLOBAL ROLES
A LITTLE ABOUT ME
I like finding the better way to do the work.
I’m based near Austin, Texas, and have spent four years inside a healthcare AI company across support, engineering operations, product operations, and now security and compliance.
I’ve scaled an offshore organization across Latin America and Eastern Europe, run the product-strategy operating cadence at board level, and personally built the AI tooling and internal systems rather than only specifying them.
Now I’m looking for a senior role leading AI and operations at a company deploying AI for real. I’m open to relocation and considering opportunities globally.
CAREER TRAJECTORY
Four roles at one company. Each one a function that needed building.
JOINED THOUGHTFUL AI IN 2022 AS THE FOUNDING POST-GO-LIVE HIRE. MOVED INTO EACH NEW FUNCTION AS THE COMPANY GREW, THROUGH A MERGER AND LATER SEPARATION. NOW SMARTERDX.
Senior Manager, Product Operations
SmarterDXOwns the operating cadence for product strategy across five workstreams, and the framework the combined org adopted after the merger.
Head of Customer Support & Engineering Operations
SmarterDXScaled the offshore org from 25 to 75, stood up 24/7 enterprise coverage, and shipped the internal tooling that caught issues before customers did.
Customer Support Analyst
SmarterDXFounding post-go-live hire. Built the support function from zero in the first eight weeks.
Software Implementation Consultant
Bureau VeritasProject Manager
CDW — ServiceNow SolutionsTechnical Trainer
HospitalPortalMost recent
projects.
One place for every deal, and an analyst that reads the file first.
Deal material arrived as email attachments and lived in whoever’s inbox got it. This pulls every target into one workspace, runs analysis across the uploaded documents to surface the figures and the risks, and keeps the correspondence attached to the deal it belongs to — behind Google sign-in, because none of it should be one forwarded link away.
- Google SSO · per-deal access
- 4 document types parsed
- Risk flags surfaced for review
DEAL WORKSPACE GOOGLE SSO · 6 MEMBERS
01 / PIPELINE
TARGET 014HVAC SERVICESDILIGENCE
TARGET 022DENTAL GROUPANALYSIS
TARGET 029LOGISTICSSCREENING
TARGET 031PEST CONTROLSCREENING
TARGET 008LANDSCAPINGPASSED
02 / MATERIAL ANALYSIS
CIM.pdf48 ppPARSED
P&L_FY22-24.xlsx3 tabsPARSED
customer_list.csv412 rowsPARSED
LOI_draft.docx6 ppPARSED
REVENUE (TTM)$8.4M
EBITDA$1.6M · 19%
CUSTOMER COUNT412
TOP CLIENT SHARE31% · FLAGGED
REVENUE RETENTION94%
FLAG / CUSTOMER CONCENTRATION
31% of revenue sits with one account. Surfaced for human review before the IC memo.
03 / COMMUNICATIONS
BrokerNDA countersigned
PrincipalCIM + P&L uploaded
SystemAnalysis complete · 4 docs
AnalystConcentration flagged for IC
PrincipalDiligence questions sent
ACCESSGoogle SSO, no open links
SCOPEPer-deal membership
TRAILEvery view and upload logged
It learns the job from the written procedure, not from labelled footage.
Give it the SOP as a document and a video of the work, and it time-stamps every step, checks the order against the procedure, and flags what happened out of sequence or not at all. No annotated frames, no sample runs to train on — the written process is the only specification it gets.
- No labelled training data
- Steps time-stamped and ordered
- Out-of-sequence work flagged
SOP → VIDEO ANALYSIS NO LABELLED TRAINING DATA
01 / SOURCE OF TRUTH
assembly-sop.docx
- Sanitise the work surface.
- Verify the lot number against the work order.
- Seat the gasket before applying torque.
- Torque to 12 Nm in a star pattern.
- Photograph the serial plate.
NO ANNOTATED FRAMES. NO SAMPLE FOOTAGE. THE DOCUMENT IS THE SPEC.
02 / DETECTED RUN
STEP 1Surface sanitisedOK
STEP 2Lot number verifiedOK
STEP 4Torque appliedOUT OF SEQUENCE
STEP 3Gasket seatedLATE — after torque
STEP 5Serial plate photographedOK
RUN FLAGGED FOR REVIEWGasket seated after torque — steps 3 and 4 inverted.
DETECTED5 of 5 steps
SEQUENCE1 inversion
INPUTOne .docx, one video
An agent that can act, inside limits it can’t change.
It answers order and product questions, resolves low-value problems on its own, and stops at the line a fixed policy engine draws. Every decision shows its work — what passed, what failed, and why a case went to a person instead.
- Policy engine, not model judgment
- Acts only inside fixed limits
- Escalates with a full case file
CUSTOMER RESOLUTION AGENT POLICY ENGINE ACTIVE
01 / CUSTOMERRESOLVED · 2M 14S · NO HUMAN TOUCH
My hat arrived with a torn strap.
Sorry about that. I found order #4417 — the Canyon cap, delivered Tuesday.
I can send a replacement today at no charge, or email you a prepaid return label. Which would you prefer?
Replacement please.
02 / POLICY CHECKS
ORDER VERIFIED#4417✓ PASS
ITEM VALUE$32 · under $50✓ PASS
RETURN WINDOWday 12 of 30✓ PASS
PRIOR COMPLAINTSnone in 12 mo✓ PASS
REPLACEMENT STOCKavailable✓ PASS
SHIP-TO ADDRESSmatches original✓ PASS
FRAUD / RISK FLAGSnone✓ PASS
DECISION / ALL CHECKS PASSEDAUTOMATIC REPLACEMENT PERMITTED
A job hunt in eight countries that doesn’t die in month two.
Finding work in your own country is hard enough. Finding it somewhere that also has to sponsor your visa is a different problem — the constraint that disqualifies you usually isn’t in the listing. This runs the search three times a day across eight jurisdictions, drops the roles that can’t sponsor, tailors the materials, and keeps every touch in one honest record.
- Eight jurisdictions, three runs a day
- Visa-sponsorship filter
- Every touch in one record
OVERSEAS ROLE PIPELINE SCANNED 3× DAILY
01 / SOURCES
NL 14DE 22IE 9UK 31PT 6ES 11SE 8JP 17
112 ROLES FOUND02 / GATES
VISA SPONSORSHIP
IN 112DROPPED 79PASS 33
COMP FLOOR · COL-ADJUSTED
IN 33DROPPED 14PASS 19
EXPERIENCE MATCH
IN 19DROPPED 7PASS 12
03 / OUTPUT
12QUALIFIED ROLES
TAILORED— resume + letter per role
TRACKED— every touch, one record
REPLY DETECTED· Amsterdam
FOLLOW-UPS· Paused
NEXT RUN· 17:00
A useful estimate before the lead goes cold.
An address becomes an estimated lawn measurement, recurring service price, and three levels of xeriscape conversion—ready for a human to review before it reaches the customer.
- Address to measured lawn area
- Recurring price, instantly
- Human review before send
AERIAL LAWN MEASUREMENTPRELIMINARY ESTIMATE
1,200 sq ft
Estimated serviceable lawn area
Kyle, Texas
Recurring lawn care$39 / visit
XERISCAPE CONVERSION
BASIC$6k
NATIVE$12k
FULL$24k
Bookings that can handle a change of plans.
A customer requests a detail. The agent checks availability and weather, schedules the job, updates the CRM, and keeps the customer informed by text or email—even when the appointment needs to move.
- Checks calendar and weather
- Handles reschedules by text
- Updates the CRM itself
AUTOMATED DETAILING INTAKE SYSTEM ONLINE
01 / CUSTOMERINTAKE FORM
- ServiceFull detail
- VehicleSUV
- LocationAt home
- TimingThis week
SMS / CUSTOMERRESCHEDULE REQUEST
- CurrentSat · 9:00 AM
- RequestMove to Sunday
02 / COORDINATORSCHEDULING
AGENT
AGENT
Finds the best slot,
handles changes,
keeps everyone updated.
31CALENDARAvailability
☀WEATHERForecast check
···SMSText updates
@EMAILConfirmations
IDCRMCustomer record
03 / OUTCOME
BOOKEDSat · 9:00 AM
FORECASTClear · 74°
CUSTOMERConfirmed by SMS
Let’s talk.
Open to product operations, program management, and applied-AI roles — including relocation. Considering opportunities globally.