Vicki Appel

Professional Services & Customer Success Executive | Scaling Post-Sale Delivery for SaaS, SMB & Enterprise | AI-Driven CX & Customer Journey Expert | ex-Salesforce, Cisco

Role
Client Engagement Partner at Bevel Workforce
Location
Andover, MA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Vicki Appel

Senior Operator | Services & Post-Sales Leader | Strategic Execution PartnerI bring 25+ years of experience supporting and enabling C-level leaders across Professional Services, Customer Success, and Post-Sales Operations. My focus: Building scalable, high-impact delivery organizations that drive measurable outcomes—faster time-to-value, stronger retention, and better margins. I’ve partnered with CEOs, Chief Customer Officers, CROs, and COOs at high-growth SaaS and enterprise tech companies to turn strategy into action. Whether modernizing PS delivery, launching digital onboarding journeys, or aligning post-sale teams for expansion, I bring a hands-on, systems-driven approach that balances people, process, and data. Areas of Expertise: • Professional Services Strategy & Execution • Digital Onboarding & Scaled Implementation • AI in Customer Experience & Operations • CS/PS Gross Margin & Expansion Optimization • Partner-Delivered Services & TAM Models • Post-Merger Integration & Operational Scale • Executive-Level Stakeholder Collaboration With certifications in Salesforce and AI Strategy from MIT Sloan, I blend technical fluency with deep service leadership.If you\'re modernizing services, scaling post-sale delivery, or seeking executive-caliber consulting support—let’s connect.

Experience

  1. Client Engagement Partner

    Bevel Workforce

    Aug 2025 — Present · Boston, MA, US

    Client Engagement PartnerAugust 2025 – PresentBevel Workforce delivers Fractional Workforce-as-a-Service, helping SMBs and growth-stage companies scale efficiently. With certified experts across Salesforce, HubSpot, Jira, Confluence, Slack, and key operational areas including rev ops, people ops, and cybersecurity, Bevel enables clients to streamline operations, accelerate growth, and focus on their customers.Highlights- Align SMB leaders’ strategic initiatives with the right expertise and delivery model- Ensure projects stay on track, on budget, and deliver measurable business impact- Guide clients through adoption and change management for long-term success- Strengthen post-project relationships to ensure ongoing value creation- Identify opportunities for process improvement to optimize delivery and client experience.

Education

  • MIT Sloan School of Management

    Artificial Intelligence Implications For Business Strategy

  • Lesley University

    Bachelor of Science (BS), Organizational Development

  • UCLA Anderson School of Management

    Master of Business Administration (MBA), Finance/Marketing

Skills

  • Business Development
  • Business Alliances
  • Business Intelligence
  • Sales
  • Team Building
  • Management
  • Product Management
  • Project Management
  • Business Analysis
  • Consulting
  • Strategy
  • E-Commerce
  • Management Consulting
  • Customer Advocacy
  • Salesforce.com
  • Process Improvement
  • Program Management
  • Marketing
  • Relationship Management
  • Strategic Leadership
  • Training
  • New Business Development
  • Saas
  • Enterprise Software
  • Sales Management
  • Competitive Analysis
  • Start-Ups
  • Sales Process
  • Cloud Computing
  • Product Marketing
  • Paas
  • P&L Management
  • Professional Services
  • Vendor Management
  • Executive Management
  • Business Process Improvement
  • Go-to-Market Strategy
  • Solution Selling
  • Analytics
  • Business Planning

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Vicki Appel — Client Engagement Partner at Bevel Workforce in Andover, MA, US | Unifers