I am a small business and accounting community enthusiast. I’ve spent more than 10 years developing scalable, compelling initiatives at leading SaaS companies, honing my ability to drive a dual bottom line. When I’m not busy creating programs that educate, motivate, and break the mold, you can find me around the Bay Area with my husband and two beautiful girls.
Hi, I’m Jaclyn.
Your customer education & community guru. enthusiast. architect. consultant.
Customer education that innovates, motivates, and breaks the mold.
- People-first design
- Purpose-built architecture
- Award-winning content
Work Experience
GUSTO | Director of Community & Education
Aug 2019 – Present
Promoted from: Head of Customer Education / Partner Education Manager
- Managed a high-performing, remote team of 4 direct reports, 3 agencies, and 2 contractors
- Built the award-winning Gusto Academy from inception to launch producing 3 eLearning certification programs with an integrated community of 3,000+ learners, driving $1mm in estimated incremental ARR
- Created our enterprise training for strategic partner accounts, delivering over 15 interactive, instructor-led trainings to a total of 300 firm leaders over a 6-month period
- Managed a 25-member Advisory Council—and produced the annual Summit—to create feedback loops with leadership influencing 5 product launches and updates to Gusto’s pricing & packaging
- Produced the Gusto Next 2023 annual conference managing a 10-person cross-functional team with a budget of $550k to deliver a two-part in-person gathering and virtual event to influence a targeted $700k ARR
- Orchestrate our national conference presence at marquis accounting trade shows and small business expos to deliver on leads and ACV goals; in 2022 delivered $544k in influenced ARR with an ROI of 77%
XERO | Partner Education & Engagement Manager
Jun 2017 – Aug 2019
- Developed and led strategy and execution for business education and engagement programs for the accountant channel, producing content and managing a Partner Toolkit of key enablement assets used by over 2k partners
- Led the creation and execution of the inaugural Xero Americas Awards, managing a $300k budget and 7-person cross-functional team to land a high-profile 50-person event attended by industry executives
- Revamped the administration of a $1mm cooperative marketing fund distributed to 200 strategic accounts
- Produced a 4-part webinar series on growth strategies for accountants attended by 500 customers, leading end-to-end content development and execution
WORKING SOLUTIONS MICROLOANS | Business Consulting Program Manager
Apr 2015 – Jun 2017
Promoted from: Business Consulting Officer
- Directed the delivery of post-loan business consulting to a portfolio of 250 small business clients by providing access to business education, consulting, and events
- Developed learning journeys and curricula on financial management for early stage entrepreneurs; conducted a needs analysis, stakeholder interviews, and worked with subject matter experts to develop a scalable program
- Recruited, trained, and retained a team of ten highly skilled volunteer mentors to advise clients on key business functions; expanded the breadth of the program by 50% through developing the volunteer model
