Steven Ricard
Selected initiatives

Strategic proposal

Strategic Customer Engagement Proposal

A proposed cross-functional function designed around long-term customer alignment.

Created after identifying recurring patterns across customer interactions, operational signals, and executive conversations, this proposal recommended the creation of a new cross-functional Strategic Customer Engagement function.

Rather than addressing individual customer issues in isolation, the objective was to identify the underlying organizational constraints that were creating them and propose a scalable operating model capable of supporting the company's long-term direction.

The proposal was presented to executive leadership as a strategic recommendation for organizational change and reflects my approach to systems thinking, structural design, and long-term customer alignment.

Selected work samples

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Strategic Customer Engagement Proposal — page 1
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Page 1 of the strategic proposal presented to executive leadership in 2025.

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Strategic Customer Engagement Proposal — page 2
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Page 2 of the strategic proposal presented to executive leadership in 2025.

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Strategic Customer Engagement Proposal — page 3
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Page 3 of the strategic proposal presented to executive leadership in 2025.

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Strategic Customer Engagement Proposal — page 4
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Page 4 of the strategic proposal presented to executive leadership in 2025.

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Strategic Customer Engagement Proposal — page 5
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Page 5 of the strategic proposal presented to executive leadership in 2025.

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Strategic Customer Engagement Proposal — page 6
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Page 6 of the strategic proposal presented to executive leadership in 2025.

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Strategic Customer Engagement Proposal — page 7
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Page 7 of the strategic proposal presented to executive leadership in 2025.

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Strategic Customer Engagement Proposal — page 8
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Page 8 of the strategic proposal presented to executive leadership in 2025.

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Next initiativeCustomer Success Transformation

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