Dynamic Customer Success Leader with 12+ years of experience driving customer satisfaction, operational efficiency, and client retention. Proven track record in optimizing onboarding, solving complex issues, and creating KPIs that improve outcomes. Recognized for innovation, mentorship, and cultivating cross-functional collaboration. Committed to delivering exceptional service and building strong relationships based on mutual respect and trust.
Overview
13
13
years of professional experience
Work History
Customer Success Team Lead
CareSave Technologies, LLC
02.2020 - 08.2025
Led daily client success operations, offering consultative solutions and driving long-term value across accounts.
Owned weekly KPI analysis to proactively identify trends and follow-up needs.
Acted as a liaison between clients and product teams, influencing feature development through user feedback.
Delivered phone, chat, and email support with a 99% SLA compliance rate and 79% pickup rate.
Achieved an 80% customer satisfaction rating, receiving 82 positive client reviews in the past year.
Strategically upsold over 100 additional services annually, contributing to revenue growth.
Played a key role in internal documentation updates, including rewriting client-facing guidelines and correcting policy inconsistencies.
Maintained consistent performance through major policy changes, demonstrating adaptability and results focus.
Mentored new hires and served as a go-to resource during team onboarding, including support for new management.
Initiated improvements to internal processes and shared insights cross-functionally to support team efficiency.
Identified and corrected CSAT misinterpretations with data-backed analysis, improving leadership perception of client experience.
Maintained strong time management, consistently meeting deadlines and balancing competing priorities.
Modeled ownership, resilience, and initiative in response to feedback and departmental ambiguity.
FINANCE MANAGER at PANACOR TECHNOLOGIES LLC(SKYBRIDGE FREIGHT SOLUTIONS LLC GROUP OF COMPANIESFINANCE MANAGER at PANACOR TECHNOLOGIES LLC(SKYBRIDGE FREIGHT SOLUTIONS LLC GROUP OF COMPANIES