
Accomplished Customer Service and Sales Manager with 8 years of leadership and 6 years of front-line experience. Led teams of up to 40 employees to exceed sales and service KPIs while enhancing processes and developing talent. Utilized data-driven strategies to improve performance and customer satisfaction across Fortune 500 companies.
Managed center sales operations for One Touch Direct LLC contact teams.
Led inbound telesales and chat sales team to historical revenue record during 2025 holiday season.
Exceeded and maintained 110%-130% of monthly sales goals through consultative selling, product recommendations, and personalized customer solutions.
Achievements.
Directed site operations for a customer service organization overseeing 19 insurance agents while providing strategic leadership and operational support to two additional teams totaling 11 agents. Championed workforce planning, talent acquisition, employee development, and performance management initiatives to drive service excellence, productivity, and achievement of organizational objectives. Established and maintained quality assurance standards through targeted coaching, performance evaluations, and continuous feedback programs, ensuring compliance with internal policies, regulatory requirements, and service-level agreements (SLAs).
Achievements
Directed end-to-end call center operations for a 40-member customer service team, overseeing workforce planning, talent acquisition, training, and performance management initiatives. Led cross-functional programs focused on improving operational efficiency, service quality, and customer experience while ensuring adherence to organizational policies and performance standards. Developed and implemented data-driven performance strategies by analyzing productivity, quality, and customer satisfaction metrics, resulting in measurable improvements in team effectiveness and service delivery. Partnered with leadership and key stakeholders to identify process improvement opportunities, streamline workflows, and execute change management initiatives that enhanced operational performance and customer outcomes.
Achievements
Customer Service and Banking Supervisor with experience leading teams of up to 8 Personal Banking Representatives in a high-volume, compliance-driven environment. Proven ability to enhance customer satisfaction, improve operational efficiency, and drive team performance through effective coaching, recruitment, and employee development. Skilled in managing client relationships, ensuring regulatory compliance, streamlining workflows, and implementing process improvements. Adept at building cross-functional partnerships, developing training programs and operational documentation, and leading change initiatives that support business objectives while minimizing risk. Recognized for delivering strong KPI results, fostering employee engagement, and maintaining a customer-focused culture.
Led a team of banking professionals in a highly regulated financial services environment, balancing customer experience, compliance, and operational performance. Improved workflow efficiency through process redesign and documentation enhancements.
Directed daily operations of customer care team of 10 customer service account agents, ensuring efficient support and troubleshooting while cultivating a skilled workforce. Conducted regular coaching sessions with agents, prepared monthly performance reports, and created knowledge documentation. Identified opportunities for procedure improvements and recommended changes to the Director.
Led customer experience improvements across banking branches and digital service channels.