Employees led
Through eight leaders at Informative Research.
CJ Levy
Operations & Customer Success Executive
People-first leadership.
Stronger operations.
Lasting customer relationships.
I bring an entrepreneurial mindset and the experience to turn ideas into practical change—aligning people, process, and technology so teams and customers can succeed.
About
An entrepreneurial mindset.
Leadership that translates.
I currently serve as Executive Director of Operations at Informative Research.
From founding and selling a healthcare-services business to leading customer success in SaaS and operations in financial services, I bring clear communication and analytical thinking to unfamiliar challenges.
More about me ↗Impact across my career
People. Businesses. Relationships.
Healthcare facilities served
Within four years of building Trinity Fire Partners, before its acquisition.
Reduction in enterprise churn
Through account segmentation at Tricentis.
Increase in client lifetime value
At Life Safety Compliance Solutions.
Figures reported in my October 2026 résumé; each reflects a distinct role and context.
Experience
Different industries.
A consistent approach.
Build & grow
From founder to healthcare leader
I built Trinity Fire Partners and brokered its sale to a leading competitor. I then built the team, services, processes, and client relationships at Life Safety Compliance Solutions. A fractional director engagement with LifePoint Health led to my direct hire.
Adapt & scale
Customer success at Tricentis
I helped restructure regional teams and introduced account segmentation and better reporting so we could focus resources where customers needed them most and support growth.
Lead change
Operations at Informative Research
I help teams navigate significant change in a volatile market, bringing clearer direction and aligning people, process, and technology around customer needs.
Leadership
Give people what
they need to succeed.
I lead through clear communication and analytical thinking, aligning people, process, and technology to build stronger teams.
My responsibility is to secure the resources people need, remove obstacles, and create the conditions for them to succeed. That includes leading people through change.
How I lead ↗Connect
Stay connected.
Connect with me to exchange perspectives on leadership, operations, and customer success.