Senior Customer Service Leader – Strategic customer service leader with 10+ years of experience leading high-performing teams, streamlining operations, and delivering results. Expertise in order management, allocation strategy, process improvement, and cross-functional collaboration. Known for developing talent, driving KPIs, and fostering a proactive, solutions-driven culture.
* Lead and mentor a team of 10 Customer Service Representatives, aligning with departmental goals to deliver exceptional customer satisfaction through coaching and structured training programs.
* Reduce the average rollover of old orders from $10M to $4M (a 60% improvement) by cleaning the order book, resolving price holds, collaborating with sales reps, and holding the DC team accountable for timely processing.
* Conduct weekly meetings with North American distributors to maintain alignment, resolve issues proactively, and strengthen cross-functional collaboration.
* Partner with Sales Operations and key stakeholders to implement process improvements, enhancing customer experiences and operational efficiency.
* Conduct monthly allocation reviews and manage Minimum Order Quantities (MOQs) to balance demand and inventory, ensuring efficient forecasting and accurate order management.
* Facilitate cancellations of underperforming orders based on demand analysis to maintain a clean and accurate order book.
* Lead monthly DIFOT (Deliver In Full, On Time) meetings to address late items, implement trial improvements, and explore air freight opportunities, contributing to an on-time delivery performance increase from 95% to 97%.
* Drive operational efficiency by tracking and reporting on key metrics, analyzing data to identify root causes, and implementing actionable resolution strategies.
* Spearhead the implementation of Oracle, DOMO, and EDI systems, streamlining internal processes and improving data accessibility.
* Recruit, onboard, and mentor employees, fostering professional growth and ensuring team readiness for evolving business needs.
* Developed and documented a comprehensive Customer Service Playbook by creating and standardizing 70 processes, streamlining onboarding and training, and ensuring consistent service delivery.
* Maintained accurate product data through seasonal line lists and internal systems while managing samples across various development stages.
* Collaborated with Product Development, Operations, and Customer Service teams to oversee seamless sales sample tracking and delivery.
* Conducted market analysis to identify emerging trends and expand product opportunities, working closely with Design and Manufacturing teams.
* Supported the creation of product briefs and strategy presentations for internal stakeholders.
* Cultivated strong relationships with top-tier clients such as Kohl’s, Academy, Nike Banners, Dick’s Sporting Goods, and Footlocker.
* Processed 30–60 orders daily with a focus on accuracy, resolving product availability issues, and managing past-due orders.
* Partnered with account executives to provide timely, data-driven insights through weekly reporting.
* Managed return authorizations and credit memos efficiently to maintain customer trust.
* Reviewed customer’s financial needs and recommended best-fit programs.
* Provided excellent service through product referrals and efficient transaction processing.
* Approved and denied loan applications based on applicant’s credit score, debt to income ratio and financial standing.
* Performed monthly visits to Select Employer Groups in order to generate business for the branch.
* Funded loans and offered investment products.
* Processed applications and open accounts for new members.
* Ensured that majority of new account openings resulted in a five-product cross sell.
* Examined loan funding applications and new membership account applications for accuracy.
* Reviewed branch documents related to branch operations and projections to accounting, and produced an internal report based on the review.
* Designated branch purchases and ordered all supplies needed by the branch.
* Served as vault custodian of the branch and maintained vault cash levels in accordance with company policies.
* Performed transactions such as: disbursement of funds, posted deposits, processed loan payment and IRA transactions.