AI automation · Customer experience & operations · 10+ years in B2B SaaS

I build AI that makes
customer operations
faster and cheaper.

10+ years in B2B SaaS leading knowledge, support, and onboarding, with the automation built in-house to back it up.

Scroll
Experience from
McMaster-Carr Qualtrics Canopy Entrata

I'm the rare CX leader who builds the AI.

I organize chaos where customer signals, operations, and how people actually learn software all meet. For 10+ years I've built the systems that get customers to value faster and keep them there.

Plenty of CX and ops leaders can read a dashboard. I write the code behind it. At Entrata I built a 4-agent AI pipeline in Python and GitHub that pulls patterns from customer data, surfaces where people get stuck, and routes the findings to close the gap before it compounds.

The approach is always the same. Find where customers get stuck, trace it back to where it could have been prevented, fix it there, and build something that doesn't need reinventing next quarter.

My services

AI pipelines for customer operations

Production pipelines I build in Python and GitHub, with real version control behind them. At Entrata, 4 specialized agents cut standard article updates 62% (8 hours to 3, across 80% of the work) and dropped complex drafting from 14 hours to 90 minutes. That's 8+ hours per cycle back to the team.

Knowledge & content operations

Governing content at scale. 3,500+ help articles across 60+ product lines, release-aligned publishing, KCS methodology, and content signal scoring. The library my team runs deflects 60% of support tickets traceable to documentation.

Customer onboarding & support

Building the teams and systems that get customers to value fast. At Canopy I grew an onboarding org from 1 to 30, cut onboarding from 3-4 months to 30-60 days, and put 900-1,000 customers a year through a repeatable program.

Customer education & learning systems

Curriculum, LMS configuration, and certification programs designed from learning objectives through measurable outcomes. At Qualtrics, Experience Basecamp generated $1.6MM over 24 months and reached 250K employees.

Results that compound.

62%

Less content work, from a 4-agent AI pipeline I built

60%

Support tickets deflected through documentation

40%

Churn reduction I contributed to at Canopy

$1.6MM

Revenue from a learning platform I launched at Qualtrics

How I Work

01

Find

Where customers actually get stuck. I read the tickets, the signals, and the content gaps before touching a tool.

02

Trace

Back to where the problem could have been prevented. The fix usually lives upstream of where the pain shows up.

03

Fix

At the source. Often that means building the automation, the content system, or the SOP that closes the gap for good.

04

Build to last

So it doesn't need reinventing next quarter. KPIs and feedback loops keep it honest after I'm gone.

What it looks like in practice.

Entrata Challenge

A Zendesk knowledge base at 3,500+ articles across 60+ product lines. Manual updates ate the team's time, and self-service was hard to measure.

Approach

Built a 4-agent AI pipeline in Python and GitHub. Ran the Zendesk Copenhagen to Lotus migration, rebuilt the taxonomy, applied KCS methodology, and stood up a Jira content workflow with clear SLAs. Self-service rose 25% year over year.

Result

Standard updates 62% faster (8 hrs to 3) • complex drafting 14 hrs to 90 min • 60% ticket deflection

Canopy Challenge

No structured onboarding ecosystem. New customers were left to figure out the product on their own, driving early churn and overwhelming support.

Approach

Grew the onboarding org from 1 to 30 and built the stack from scratch: Knowledge Base, LMS, video library, and 2 certification programs. Put 900-1,000 customers a year through a repeatable program.

Result

Onboarding 3-4 months to 30-60 days • 40% churn reduction • 30% onboarding efficiency

Qualtrics Challenge

Instructor-led training couldn't keep pace with customer growth across global markets. They needed an on-demand education model that could.

Approach

Built and launched Experience Basecamp on Skilljar, digitizing 70+ courses on guided pathways and creating a certification program customers could complete on demand.

Result

$1.6MM revenue over 24 months • 130% of expansion targets • 250K employees reached

What people say.

AB
"Kyle's analytic skills helped us identify inefficiencies to target as a management team. His ability to break down complex data sets and concepts and make them easily accessible to senior leadership helped build consensus and a clear path forward. His unique blend of strong work ethic with a bit of fun make him a joy to work with."

Aaron Bestic Operations Leader, McMaster-Carr

MO
"Kyle is the person you want in the room when there's a complex problem to solve. He has a natural ability to break things down, analyze the data, figure out the smartest path forward, and then roll up his sleeves and get to work. He's resourceful, sharp, and doesn't shy away from ambiguity. In fact, he thrives in it."

Michelle Overdevest Product Marketing, Canopy

Ready to build something like this?

Whether you're building out a customer experience function or growing the one you have. Let's talk.

Work With Me →