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 — spanning enterprise transformation programs 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.
  • Supported global channel partners in rolling out sales and marketing programs — contributing to enablement materials, co-sell frameworks, and go-to-market strategies that extended pipeline reach beyond the direct sales motion.
  • Led and designed multi-workstream programs across both client-facing and internal transformation initiatives — managing parallel workstreams spanning technology implementation (Salesforce, HubSpot), content strategy, and organizational change while maintaining stakeholder alignment and end-to-end program delivery.
  • Contributed to the evaluation and design of new service models, identifying opportunities to package consulting and advisory capabilities into scalable offerings that supported both direct and channel-led GTM motions.
  • 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
Earlier Career
mLevel · 2015–2021
6 years
Senior Strategist
2019 – 2021
Drove enterprise growth connecting workforce tech to complex buyer challenges. Led structured discovery and delivered executive-level demonstrations to senior stakeholder groups.
Senior Account Strategist
2017 – 2019
Managed enterprise account portfolios driving consistent renewal and expansion revenue as primary strategic point of contact for senior customer stakeholders.
Director, Customer Success
2015 – 2017
Founded and scaled CS operations from the ground up — onboarding, professional services, support, health scoring, renewal forecasting, and executive reporting infrastructure.
Operations Leadership
Pre-2015
Large-scale global event execution, logistics, and staffing — multimillion-dollar budget oversight and management of large distributed teams in complex, high-stakes environments.
What I can help with

Pick your challenge.
I'll show you how I approach it.

Every engagement starts with a real challenge. Select the one closest to yours.

AI Adoption
"We're investing in AI but struggling to make it stick across the organization."

Most AI initiatives stall not because the technology fails — but because the organization wasn't ready for what adoption actually requires. I help leadership teams separate the real challenge from the technology narrative, define what success looks like at the operational level, and build an adoption strategy grounded in how your people actually work.

Adoption strategy Workflow integration Executive alignment ROI framing
Start a conversation about this →
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 complex, high-value opportunities — including channel management, partner-led sales programs, and the design of new service models that expand market reach and create scalable revenue pathways.
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.
National home improvement retailer · Global quick-service restaurant chain · Big-four management consultancy · Multinational hospitality brand · Fortune 500 grocery chain · Major US telecommunications carrier · Global investment management firm · Large-scale live events company · Global pharma company · Leading discount retailer · Multinational rideshare platform · Enterprise financial software company · Mission-driven non-profit organizations
The future of frontline enablement

The future of frontline
enablement 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 your HCM, Task Management platform, your KMS, and your training platform simultaneously, for example — then orchestrates the experience: briefing, reinforcement, compliance, task readiness. This is what agent-to-agent coordination looks like at the frontline.

MCP-connected across multiple 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
FT
Training
2
JM
Gemini Agent
On shift
3:52 PM
G
✦ Gemini Agent · MCP · 4 platforms Good morning 👋
CONNECTED: HCM ⚡ Tasks KMS FT Training

Hey Jordan! Here's your shift rundown before we get started.

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

Go ahead and clock in — once confirmed I'll pull your full briefing.

Tap a platform tile to open it here.

How I work

What C-suite conversations
actually sound like.

After hundreds of executive conversations, you learn to hear what's behind the words. Here's what I've learned to listen for.

What they say
What they actually mean
"Our people aren't engaged."
We've built systems and workflows that make good work harder than it should be, and our people know it.
"We're looking at AI solutions."
We're under board-level pressure to show we're doing something with AI — but we haven't defined what problem we're actually solving.
"We need better training."
We have an execution problem we don't fully understand yet — and training feels like the safest place to point.

The engagement arc.

How complexity becomes clarity — from first conversation to decision.

I don't walk into engagements looking for problems — because in my experience, there are none. Only challenges that haven't been fully understood yet, and organizations that haven't had the right conversation. Every engagement starts with genuine curiosity, not a predetermined answer.

1
Entry
Understand the challenge on the surface and the context driving it
2
Discovery
Map the people, pressures, and dynamics shaping the challenge
3
Understanding
Connect what's happening operationally to what it means for the business
4
Alignment
Build shared understanding and frame a path forward everyone can move on
5
Decision
A clear, confident next step — owned by the organization, not handed to them
What executives bring
Fragmented data & unclear ROI
Misaligned stakeholders
Pressure to adopt AI
Inconsistent execution
Stalled transformation initiatives
JF
Translation
What they leave with
A clear business case for the CFO
Stakeholder alignment & momentum
An AI strategy grounded in operations
An execution plan that holds at scale
Confidence to move forward
The framework

The Execution Gap.

Organizations invest heavily in strategy, training, and technology — and still watch performance stay inconsistent. The gap isn't a resource problem. It's a translation problem. Between what leadership decides and what actually happens at the shift level.

Phase 1 — The Diagnosis
Phase 2 — The Enablement Response
What organizations invest in
Strategy & Investment
Leadership decisions, budgets, and transformation initiatives set at the top
Training & Content
Courses, programs, and certifications built by L&D for the workforce
Technology & Systems
Platforms and tools deployed to support operations and workforce management
The Gap
How to close it
Context
The right information, at the right moment, tied to the work happening right now
Continuity
Reinforcement built into the flow of work — not one-and-done events that fade by Friday
Confidence
An environment where people know what to do, where to find answers, and how to adapt under pressure
The gap is where performance is won or lost.
Closing it requires more than better content or smarter technology. It requires someone who can translate the distance between organizational intent and frontline reality.
Let's close it →
Point of view

Unpopular truths about AI,
enablement, and execution.

These are mine. Formed in the room — across hundreds of executive conversations, complex deals, and organizations that were actually trying to change.

01

Most AI initiatives fail because companies automate complexity instead of fixing it.

The issue is rarely adoption. It's fragmented systems, disconnected workflows, and unclear operational accountability disguised as a technology problem.

02

Execution is the real competitive advantage.

Not strategy decks. Not leadership offsites. The companies that win are the ones that can translate vision into consistent action at every level of the organization.

03

The future of enterprise technology is not another destination platform.

It's a connected ecosystem where agents, systems, and employees work through a single operational entry point with context flowing in real time.

04

Data without interpretation creates noise, not transformation.

Executives don't need another dashboard. They need someone who can connect operational signals, employee behavior, and business outcomes into a decision.

On my nightstand

What I'm reading
right now.

The Frontline Enablement Playbook by JD Dillon
Currently Reading

The Frontline Enablement Playbook

JD Dillon

Essential reading for anyone serious about closing the gap between strategy and frontline execution. JD's framework maps almost perfectly to the challenges I see inside enterprise operations every day. The core argument — that organizations have been solving the wrong problem — aligns directly with what I believe: enablement does what training alone never could.

Get the book →
Think Again by Adam Grant
Also Reading

Think Again

Adam Grant

The power of knowing what you don't know. In a world where executives are under pressure to have all the answers, Grant makes the case that the ability to rethink and unlearn is the most underrated competitive advantage. A book that challenges you to stay curious instead of certain.

Get the book →
1 of 2
What I'm thinking about

Perspectives on execution,
AI, and the frontline.

Unfiltered takes from the conversations I'm having and the patterns I keep seeing.

Follow on LinkedIn ↗
Thought leadership
Writing
Published on LinkedIn
Training Is About to Disappear. And That's the Point.
The future of training is not better training — it's less of it. We didn't have a training problem. We had an execution problem.
Published on LinkedIn
AI Is Changing Frontline Training — But Execution Still Lives Between the Margins
Most conversations about AI focus on what it can replace. I'm more interested in what it can't.
Speaking
Conference Speaker
Training 2025 Conference
Conference Speaker
Restaurant Franchise & Innovation Summit
Education
Elon University
B.S. Event/Sports Management · Minor: Accounting
Board Service
Non-Profit Board Member
Multi-year board service · Mission-driven organization
Served on the board of a non-profit organization, contributing strategic guidance and operational perspective to support the organization's mission and long-term sustainability.
Beyond the work

The person behind
the work.

Family

I'm a husband to Tori and a dad first — everything else comes after that. We live in the Atlanta area with our kids, and most weekends you'll find me on a soccer field — either coaching our local competitive club or cheering on my son from the sideline, which honestly takes more out of me than the coaching does.

Josh and Tori at a UGA game
Josh & Tori · Sanford Stadium
Outside the Office

I'm a UGA fan through and through, and when we're not on a field or watching football, we're usually planning the next trip somewhere. Travel has always been how our family resets — and it's given me a perspective on how differently people work, lead, and solve challenges depending on where they are in the world, which has shaped how I think about the frontline more than any book or conference ever has.

Why This Work

I didn't set out to become a consultant. I set out to understand why smart organizations with good people keep getting stuck between what they decide and what actually happens. The frontline kept coming up as the answer. Not as a problem to fix, but as the place where everything either holds together or falls apart. Once you see that, you can't unsee it. And I've spent the better part of my career trying to help organizations close that distance.

Currently available for
select engagements.

Every good engagement starts with a conversation. If you're navigating transformation, AI adoption, or a challenge that doesn't fit neatly into a job description — or if you're looking for someone to lead it full time — I'd like to hear about it.

Whether you're exploring a consulting engagement, considering a senior hire, or just want to think through a challenge together — my door is open.

Executive Advisory
Strategic counsel for C-suite leaders navigating transformation, AI adoption, and high-stakes decisions.
Fractional Consulting
Embedded strategic support for organizations that need senior-level expertise without a full-time hire.
GTM Strategy
Go-to-market design, channel strategy, and positioning for enterprise technology companies ready to scale.
Speaking & Keynotes
Conference keynotes and executive sessions on AI, frontline enablement, and the future of enterprise operations.
Send an email Connect on LinkedIn