Accomplished Fintech and Public Affairs firm professional experienced in assisting government, private, and nonprofit institutions with communications, customer service, and public relations needs. A strong written and verbal communicator with the ability to clearly translate ideas into words. People-oriented, adaptable, and highly motivated.
Work History
Systems Manager, Client Services
8 Months
Melio Payments (Acquired by Xero) | 12.2025 - Current
Oversees all operational functions and workflows of the organization's Zendesk CRM platform and team administrative duties.
Manages a dynamic team of associates spanning 3 different countries and 4 different time zones.
Collaborates with IT department on the migration of domains, email addresses, and other integral systems in Zendesk following the acquisition of Melio by Xero.
Collaborates closely with Head of CX, VP of Client Services, and other leadership on projects related to system improvements.
Approves project requests, workflow additions or changes, sets project timelines based off priority and assigns work based off team capacity, skill set, and project needs.
Oversees Zendesk AI initiatives, including implementing AI Agents and AI deflection methods.
Senior CX Operations & Systems Associate
2 Years 9 Months
Melio Payments (Acquired by Xero) | 03.2023 - 12.2025
Managed and maintained organization’s CRM platform (Zendesk), overseeing the lifecycle of over 600 email conversations and over 1,000 chat conversations received daily.
Designed, built, and implemented customer facing teams' workflows aimed at reducing resolution time of support tickets, deflecting support tickets, and improving processes of various teams.
Analyzed support tickets to identify inefficiencies, improper agent behavior, areas for improvements, and recommends system and process changes to Head of CX and Director of CX Development.
Lead meetings with external stakeholders from partnership organizations to propose and implement support workflows based on both organizations’ missions and values.
Created and communicated Standard Operating Procedures with all stakeholders operating in Zendesk.
Worked closely with Data Department to report on customer trends, numbers of impacted customers in the event of a bug, and verify impact of newly implemented customer support workflows.
Identified and implemented relevant support applications to integrate with Zendesk to improve CX Agents’ daily processes.
CX Operations & Systems Associate
1 Year 4 Months
Melio Payments (Acquired by Xero) | 11.2021 - 03.2023
Conducted system audits on CRM system and integrations, ensuring optimal functionality and compliance.
Maintained system log documentation, accurately tracking changes to systems for accountability and reference.
Built and edited workflow views based on recommendations provided by CX Operations & Systems Manager and Zendesk Admin.
Coordinated onboarding of new support agents and offboarding of previous employees into all relevant CX systems.
Streamlined customer service operations through the implementation of new strategies and software to timely resolve an average of 200+ email and phone inquiries each week.
Executed event registration strategy for association clients at events ranging from 200-1,000 attendees, overseeing the collection and reconciliation of $1 million+ in event revenue.
Directed membership programs for association clients, overseeing the management, growth, and retention of 350+ member organizations, managing over $300,000 per year in membership revenue.
Collaborated with the Director of Marketing and Communications on a variety of tasks to extend outreach of clients. Tasks include email and press release writing, email campaign strategy development, on-site video production, and conducting and recording virtual interviews with thought leaders and subject matter experts.
Coordinated with 100-300 high profile speakers at government and association events, ensuring that information was clearly communicated and that speakers were prepared for their roles.
Public Affairs Intern
3 Months
LRG, Inc. | 09.2018 - 12.2018
Worked with marketing and communications teams on developing and distributing marketing and communications materials to various stakeholders.
Conducted office administrative tasks including: office and event supplies ordering, printing materials, and credit card report reconciliation.
Provided exceptional customer service on-site at events ranging from 200-4,000 attendees, including high ranking government officials.
Education
Bachelor of Arts - Politics
The Catholic University of America | Washington, D.C. | 05.2018