Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

ALI BAYDOUN

Chicago,IL

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

1
1
Certification
6
6
years of professional experience

Work History

CX Lead, Content & Automation

M1 Finance
01.2026 - Current

CX Lead, Operations & Automation

  • Lead CX-focused operations and automation initiatives designed to improve process efficiency, scalability, and the overall client experience.
  • Build and optimize workflows that streamline operational processes, reduce manual effort, and create more consistent client and team experiences.
  • Identify process gaps and opportunities for improvement by evaluating existing workflows, procedures, and client-facing experiences.
  • Develop and manage the company’s content library, ensuring resources are organized, accurate, accessible, and aligned with evolving business needs.
  • Partner cross-functionally to translate operational needs into scalable processes, documentation, and workflow solutions.

Lead, New Client Account Manager

M1 Finance
11.2023 - Current
  • Responsible for leading and managing a team of Client Account Managers focused on onboarding new/prospective clients.
  • Drive tailored client experiences and educate clients on platform capabilities.
  • I have successfully onboarded $8M+ on average in new business monthly, ensuring seamless client transitions.
  • Developed processes for maintaining client check ins via zoom or phone call to ensure client retention.

Senior Associate, Quality Assurance

M1 Finance
08.2022 - 11.2023
  • Optimized Quality Assurance processes, leading to improved client satisfaction and product quality.
  • Led initiatives that raised client satisfaction score from 69% to 83%.
  • Reviewed 2,000+ conversations monthly to identify quality concerns, ensuring follow-ups with clients were made.
  • Conducted performance evaluations and delivered targeted training to enhance team skills and performance.
  • Generated a monthly Quality Report to share out with leadership for updates on team performance.

Client Success Associate

M1 Finance
01.2021 - 11.2021
  • Collaborated with clients via email and phone to ensure a satisfying experience, enhancing client retention.
  • Expanded client base by leveraging platform expertise, contributing to measurable growth.
  • Provided subject matter expertise, resolving client issues efficiently and improving satisfaction rates.

Account Executive

Kelly
03.2020 - 02.2021
  • Managed client relationships and served as primary contact for staffing needs.
  • Facilitated meetings with recruiters and clients looking for staffing in the financial industry.
  • Met quota each month, exceeding it by an average of 10% MoM.

Education

Bachelor of Science - ACCOUNTING/FINANCE

Valparaiso University
Valparaiso, IN
12.2019

Skills

  • SQL
  • Tableau
  • Quality Assurance
  • Strategic planning
  • Claude
  • Intercom
  • Client Relationship Management
  • CX Improvement
  • Customer service

Accomplishments

  • Reduced support team volume by 33% through workflow optimization.
  • Developed content library for an AI Agent to utilize, resulting in a 92% team CSAT rating.

Certification

Series 7, 63, 24

Timeline

CX Lead, Content & Automation

M1 Finance
01.2026 - Current

Lead, New Client Account Manager

M1 Finance
11.2023 - Current

Senior Associate, Quality Assurance

M1 Finance
08.2022 - 11.2023

Client Success Associate

M1 Finance
01.2021 - 11.2021

Account Executive

Kelly
03.2020 - 02.2021

Bachelor of Science - ACCOUNTING/FINANCE

Valparaiso University
ALI BAYDOUN