Trusted by the C-Suite · AI & Workforce Strategy · Where Execution Gets Done

Trusted advisor
to the C-suite
on what's next

Strategic enterprise consultant and revenue leader with 15+ years guiding C-suite executives through complex business transformation — spanning solution design, operational excellence, AI adoption, customer success, and large-scale workforce enablement across SaaS and enterprise technology.

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Measurable impact
$35M+
Annual enterprise pipeline supported across complex, multi-stakeholder opportunities
15
Enterprise wins closed with an average contract value of $3M ARR
150+
Executive engagements led across C-suite and senior operational leadership globally
4M+
Frontline employees represented by organizations supported across all industries
Career
Axonify
Director, Solution Design
2023 – 2026

Served as a senior enterprise consultant and strategic advisor to Fortune 500 organizations navigating operational transformation, AI adoption, and workforce performance challenges at scale.

  • Partnered with C-suite and senior operational leaders across 150+ executive engagements — including CEOs, COOs, CHROs, and SVPs of Operations — to surface root-cause performance gaps and co-develop transformation strategies tied to measurable business outcomes.
  • Designed and facilitated structured executive discovery workshops applying consultative frameworks to map current-state challenges, align leadership on investment priorities, and define a clear vision and success criteria for transformation initiatives.
  • Built and delivered executive business cases and ROI models that translated complex operational challenges into financial justification for multi-million-dollar technology decisions — connecting workforce investments to outcomes at the business level including revenue, retention, customer experience, safety, and productivity.
  • Navigated highly matrixed enterprise organizations building consensus across operations, HR, IT, finance, and legal stakeholders simultaneously to move large, complex initiatives from discovery through decision.
  • Architected end-to-end enterprise transformation strategies connecting operational execution challenges to integrated technology ecosystems spanning AI knowledge delivery, agent-assisted workflows, MCP-connected tooling, HRIS integration, and real-time performance analytics for organizations with 10,000 to 500,000+ employees.
  • Led solution design for AI-powered operational models including intelligent knowledge delivery, agent augmentation, predictive performance signals, and workflow automation — helping enterprise leaders understand both near-term ROI and long-term strategic positioning as AI capabilities matured.
  • Developed pilot program designs and phased rollout strategies that reduced adoption risk, accelerated time-to-value, and created the internal proof points needed to justify and fund enterprise-wide expansion.
  • Served as a strategic deal architect alongside enterprise sales leadership — shaping competitive positioning, executive presentation strategy, and stakeholder influence plans across the most complex and highest-value opportunities in the pipeline.
  • Served as the primary consultant and relationship anchor for major enterprise brands throughout extended sales cycles, including Lowe's, Kroger, Dollar General, Publix, Marriott, AT&T, Uber, and Intuit.
  • Supported $35M+ in annual enterprise pipeline and contributed directly to 15 significant enterprise wins averaging $3M ARR, consistently accelerating executive alignment and reducing decision cycle length in complex procurement processes.
  • Synthesized insights from hundreds of enterprise discovery conversations into market intelligence that informed product roadmap direction and go-to-market strategy, serving as an ongoing voice of the customer to internal leadership on where enterprise AI readiness and operational transformation demand were heading.
  • Represented Axonify's AI and operational transformation vision externally through executive conversations, industry conferences, and published thought leadership, building credibility as a forward-thinking advisor on the future of enterprise AI enablement.
Executive Advisory Solution Architecture AI Strategy Revenue Growth Enterprise Sales Thought Leadership
Axonify
Senior Solutions Consultant
2021 – 2023
  • Led complex, multi-stakeholder discovery engagements with enterprise leadership across operations, HR, IT, and finance — diagnosing operational root causes and framing strategic solutions at the executive level.
  • Built ROI frameworks, executive business cases, and transformation roadmaps connecting workforce performance investments to measurable operational outcomes.
  • Partnered on late-stage deal strategy and C-suite presentation design, helping enterprise account teams accelerate decision-making on high-value, high-complexity opportunities.
Enterprise Consulting ROI Frameworks Deal Strategy
mLevel
Senior Strategist
2019 – 2021
  • Drove enterprise growth by connecting workforce technology solutions to complex customer business challenges across multiple industries.
  • Conducted structured discovery and needs assessment sessions with enterprise buyers, delivering executive-level demonstrations to senior stakeholder groups.
Enterprise Growth Solution Consulting Workforce Tech
mLevel
Senior Account Strategist
2017 – 2019
  • Managed enterprise account portfolios and developed strategic growth plans that drove consistent renewal and expansion revenue, serving as primary strategic point of contact for senior customer stakeholders.
Account Management Renewal & Expansion Customer Relationships
mLevel
Director, Customer Success
2015 – 2017
  • Founded and led onboarding, professional services, support, and customer success functions from the ground up during a high-growth SaaS stage — building scalable lifecycle frameworks, team structure, and operating processes.
  • Developed customer health scoring, renewal forecasting, and executive reporting infrastructure, partnering with senior leadership on retention strategy and long-term growth planning.
CS Operations Team Building SaaS Growth Retention Strategy
Earlier Career
Operations Leadership
Pre-2015
  • Built operational leadership foundation through large-scale global event execution, logistics, and staffing — including multimillion-dollar budget oversight and management of large, distributed teams across complex, high-stakes environments.
Core expertise
01
Executive Consulting & Advisory
Trusted advisor to CEOs, COOs, CHROs, and SVPs navigating operational transformation and strategic investment decisions.
02
AI Strategy & Enablement
Forward-leaning perspective on enterprise AI — from MCP-integrated workflows to agent-to-agent ecosystems and what those shifts mean at scale.
03
Enterprise Solution Design
Architecting integrated technology ecosystems spanning AI knowledge delivery, HRIS integration, and real-time performance analytics.
04
Revenue Growth & GTM
Strategic deal architect shaping competitive positioning and stakeholder influence across the most complex, highest-value opportunities in the pipeline.
05
Business Case Development
Translating complex operational challenges into financial justification for multi-million-dollar decisions — connecting workforce investments to business-level outcomes.
06
Operational Transformation
Designing pilot programs, phased rollout strategies, and scalable frameworks that reduce adoption risk and accelerate time-to-value.
07
Workforce Performance
Deep expertise enabling organizations with 10,000 to 500,000+ employees to modernize how they operate and develop frontline talent.
08
Customer Success & Retention
Built CS operations from the ground up — health scoring, renewal forecasting, lifecycle frameworks, and long-term growth planning.
09
Stakeholder Alignment
Navigating highly matrixed enterprise organizations to build consensus across operations, HR, IT, finance, and legal simultaneously.
Industries served
Retail QSR Grocery Hospitality Healthcare Logistics Manufacturing Contact Center SaaS Enterprise Technology
Notable clients
Lowe's · Chick-fil-A · Accenture · Marriott · Ingram Micro · Kroger · AT&T · The Capital Group · Live Nation · Publix · Slalom Consulting · Uber · Astellas · Dollar General · Feld Entertainment · Intuit
The future of frontline training

The future of frontline
training is here

For years, organizations have invested in training platforms and watched execution stay inconsistent. The problem was never the content — it was the gap between knowing and doing.

This concept reimagines how frontline employees start their shift. An AI agent — connected to your existing platforms via MCP — surfaces everything that matters, right now, in one place. No switching apps. No missed alerts. No knowledge that fades before the shift starts.

The agent pulls live data from HCM, Jolt, your Food KMS, and your training platform simultaneously — then orchestrates the experience: briefing, reinforcement, compliance, task readiness. This is what agent-to-agent coordination looks like at the frontline.

MCP-connected across 4 enterprise platforms simultaneously
AI agent orchestrates briefing, knowledge, compliance + task readiness
Replaces the training session with embedded, real-time execution support
Designed for scale — 10,000 to 500,000+ frontline employees

"Training is about to disappear. Not because it doesn't matter — but because the best version of it won't look like training at all."

— Josh Felix, published on LinkedIn

ABC Burgers · Shift Portal
ABC SHIFT
✦
Agent
WD
HCM
HCM
⚡
Tasks
4
KMS
Food KMS
FT
Frontline
2
JM
Gemini Agent
On shift
3:52 PM
G
✦ Gemini Agent · MCP · 4 platforms Good morning 👋
CONNECTED: HCM ⚡ Tasks KMS Food FT Training

Hey Jordan! Great to see you — here's your shift rundown for today before we get started.

YOUR SHIFT TODAY
DateFriday, April 25
Hours7:30 AM – 3:30 PM
PositionDrive-Thru
SupervisorM. Chen (MOD)
PLANNED BREAKS
10:15 AM · 15 min 12:30 PM · 30 min lunch 2:45 PM · 15 min

Go ahead and clock in — once Workday confirms I'll pull your full shift briefing and walk you through everything before your first task.

↑
☰

Click a platform tile on the left to open Workday, Jolt, Food KMS, or Frontline Training here.

Writing
Published on LinkedIn
Training Is About to Disappear. And That's the Point.
Most training leaders won't like this, but it needs to be said: the future of training is not better training — it's less of it. For years, we've been optimizing the wrong things. Better content. Better platforms. Better completion rates. And yet, when you step into the operation, execution is still inconsistent. Knowledge still fades. Because we didn't have a training problem. We had an execution problem.
Read on LinkedIn →
Published on LinkedIn
AI Is Changing Frontline Training — But Execution Still Lives Between the Margins
Most conversations about AI right now focus on what technology can replace. But after spending years working alongside frontline teams, I've become more interested in what AI can't replace. The gap between knowing and doing has never been a technology problem — and understanding that distinction is what separates transformations that stick from ones that don't.
Read on LinkedIn →
Thought leadership
Conference Speaker
Training 2025 Conference
Conference Speaker
Restaurant Franchise & Innovation Summit
Published Author
"Training Is About to Disappear. And That's the Point."
Published Perspective
Enterprise AI, the Future of Work, MCP & Agent-to-Agent Ecosystems
Education
Elon University
B.S. Event/Sports Management · Minor: Accounting
Let's connect
Ready to transform
what's possible?

Open to senior consulting, advisory, and revenue leadership roles. Remote-first. Available for executive engagements worldwide.

Email Josh LinkedIn

(404) 915-1979