Summary
Overview
Work History
Education
Skills
Timeline
Generic

HAANA RAFIQ

Summary

Stakeholder Relationships | Process Improvement

A dynamic operations leader with a proven track record of delivering impactful results across customer experience, product development, and organizational leadership. My career has been marked by a consistent ability to drive customer success in early and mid-stage companies, with a focus on doubling retention rates, identifying growth opportunities, establishing robust product knowledge bases, and optimizing customer onboarding strategies.

Overview

6
6
years of professional experience

Work History

Head of Customer Experience, Consulting

Samaritan
01.2023 - 05.2023

Part of the leadership team of an pre-seed SaaS startup, I spearheaded efforts to develop, deploy,evaluate and enhance our pilot program, collaborating closely with the operations team, I delivered value to four crucial stakeholders: customers, community partners, case managers, and members. My contributions included:

  • Developing the customer success strategy integrated with the business strategy and metrics.
  • Created and deployed a qualitative/quantitative success model based on predictive data that allowed for real time course correction as well as long term process improvements.
  • Modernizing business operations by creating an integrated go-to-market/engagement strategy, creating a knowledge base to inform data driven decisions, and implementing technology driven enhancements to drive efficiency and a 75% increase in customer satisfaction over a 12 month period.
  • Launching a ‘value and social impact” reporting strategy contributing to strong double digit client renewal/retention over a 12 month period.
  • Spearheading launch processes for partners, achieving the first 100% patient membership cap within just 30 days.
  • Refreshing the business operating model and org design to reflect the realities of the evolving marketplace and contribute to net growth through efficiency.

Director of Customer Operations

Sikka Software
09.2021 - 09.2022

I was invited to join the executive team in a newly curated leadership role. Played a pivotal role on the president's council and also in DE&I hiring. My achievements included:

  • Building architecture, training, and leading a globally integrated customer success team, consisting of over 20 professionals, with a clear understanding of purpose and mission, achieving the unprecedented metric of doubling customer retention rates with highest ever satisfaction scores.
  • Conducting customer segmentation and market analysis and translating into the product development strategy; with presentation and approval by the executive board.
  • The refreshed strategy aimed at growth and efficiency, significantly contributed to enhancing revenue growth, the customer retention and renewal pipeline. Collaborating closely with CFO to create cross-sell strategy to achieve the first milestone of $10 million in revenue, marking 40% growth from the previous year.
  • Overseeing the implementation of a new CRM system, streamlining the customer hierarchy, and creating a refined and automated product portfolio for churn detection and process improvement.
  • Developing client facing solutions as well as internal culture initiatives aligned with diversity initiatives.

Associate Director of Customer Operations

Sikka Software
06.2021 - 09.2021

In this curated role I led a team of 10 account managers and established a white-glove service for enterprise customers utilizing pre-built KPI dashboards. My contributions encompassed:

  • Initiating a project plan for the successful implementation of a CRM system, involving the architectural functions and migration of 50,000 records, including customer accounts,communications, and internal notes.
  • Reorganizing the engagement processes and expanding enterprise accounts valued at over$30,000 MRR within a single quarter.
  • Restructuring support office hours and introducing technical account managers, directly resulting in an impressive 20-point improvement in NPS within 90 days.
  • Leading a cross-functional project to implement an NPS survey within the product platform, enhancing our voice of customer strategy and optimize the product development.

Head of Customer Success

Cocoon Cam
01.2017 - 01.2021

A B2C SaaS startup specializing in ML techniques for developing an algorithm for breathing detection in babies where I was Head of Customer Success enabling c-suite and investors to make informed decisions and scaling the customer success team. Cocoon Cam pivoted into Chrysalis Cloud an IAAS company focused on edge computing. My accomplishments included:

  • Taking full accountability for the support team, consistently maintaining an above 85%satisfaction rate and securing 4.5-star product reviews on e-commerce platforms, including Amazon, Target, and BuyBuyBaby.
  • Driving marketing strategy and crafting a customer onboarding playbook, significantly reducing resource expenditures by threefold
  • Conducting quarterly reviews to identify process improvements, ultimately optimizing operational efficiency by a substantial 30%
  • Serving as a liaison between departments and fostering cross-functional collaboration to ensure the timely execution of product releases
  • Providing support for multiple investor fundraising efforts and implementing budget-friendly HIPAA-compliant software services to meet compliance requirements
  • Brand management during pivot to develop all marketing assets and build a reputation in the cloud computing industry.

Education

Certificate | Prompt Engineering for GPT -

Vanderbilt University
2023

Certificate | Project Management Foundations -

Google
2023

Certificate | Fundamentals of Project Management -

University of Virginia
2021

Bachelor of Arts -

Rutgers University New Brunswick
2013

Skills

Technical Skills

  • CRM: Hubspot, Pipedrive, Sugar, Infusionsoft
  • Ticketing Systems: Zendesk, Freshworks, Front, Intercom, JIRA
  • Project Management Software: Mondaycom, Trello Asana
  • Educational tools: Confluence, Loom, Google Apps, Canva
  • AI Prompt Engineering for GPT
  • Data Analysis

Business Skills

  • Strategic Planning and Execution
  • Customer Acquisition and Relationship Building
  • Goal Setting and Performance Analysis
  • Customer Retention and Revenue Forecasting
  • Product Management and Market Mapping
  • Leadership and Conflict Resolution

Timeline

Head of Customer Experience, Consulting

Samaritan
01.2023 - 05.2023

Director of Customer Operations

Sikka Software
09.2021 - 09.2022

Associate Director of Customer Operations

Sikka Software
06.2021 - 09.2021

Head of Customer Success

Cocoon Cam
01.2017 - 01.2021

Certificate | Prompt Engineering for GPT -

Vanderbilt University

Certificate | Project Management Foundations -

Google

Certificate | Fundamentals of Project Management -

University of Virginia

Bachelor of Arts -

Rutgers University New Brunswick
HAANA RAFIQ