Tracey Kelly

Managing Director, Consulting, RSM US LLP

Tracey is a strategic leader focused on helping organizations transform their front office to drive growth, elevate customer experience, and unlock measurable business value. She works with executive teams to align commercial strategy, customer engagement, and technology investments to accelerate revenue, improve retention, and increase operational efficiency.

With significant experience at the intersection of business strategy, customer experience, and AI-enabled transformation, Tracey brings a structured, outcomes-driven approach to solving complex challenges. She works with organizations to identify high-impact opportunities across the customer lifecycleโ€”from acquisition and onboarding to service and expansion, helping ensure every initiative is tied to clear financial and operational outcomes.

In her current role, Tracey leads executive alignment and transformation initiatives that connect business priorities to scalable solutions. She advises leadership on front-office strategy, operating model design, and the adoption of AI and digital capabilities to modernize customer engagement. Her work enables organizations to improve deal velocity, enhance customer lifetime value, and create differentiated, data-driven experiences.