Dynamic leader with a proven track record at Southern Glazer’s Wine & Spirits, excelling in customer experience management and process optimization. Achieved a significant reduction in call wait times while fostering team development and motivation. Skilled in project management, I drive continuous improvement to enhance operational efficiency and elevate customer satisfaction.
Overview
30
30
years of professional experience
Work History
Business Process Owner, Customer Service and Accounts Receivables
Southern Glazer’s Wine & Spirits
Tampa
02.2021 - Current
Developed efficient risk management strategies and profit-driven workflows for customer service representatives, account receivables clerks, and digital platforms to enhance customer experiences.
Standardized standard operating procedures and policies across various customer service and account receivable teams.
Migrate operational teams from multiple OTCs into one universal system.
Lead project team from blueprint into future design.
Conduct functional testing, support UAT, log issues, and ensure desired outcomes.
Participated in the collection and migration of data to improve system integration.
Guide CMO through change impacts and develop training, QRG, and support materials.
Train end users and provide ongoing support in hyper care after go live.
Lead call center operations of 8 managers, 21 supervisors, and 200+ agents.
Supported QA, training, workforce management, hiring, employee incentive, diversity and inclusion, and employee appreciation programs.
Coach and mentor leaders and frontline employees for continuous improvement and job satisfaction.
Managed nationwide distribution of wine and spirits to ensure product availability for retailers.
AVP, Remote and Digital Operations
Park Community Credit Union
Louisville
01.2019 - 02.2021
Directed strategic and technical leadership for enhancing the mobile, online, interactive teller, and call center experiences for credit union members.
Reduced abandoned call rates from 20% to less than 5% and wait times of 5:00 to less than a minute without adding additional staff.
Hired and trained 40 indirect front-line team members and 4 leaders to enhance team performance.
Integrated call queues and cross-trained team members for optimal efficiency and seamless member interaction.
Trained and empowered team members to produce high quality member experiences by reducing transferred calls, escalations, and create first call resolution.
Created session workflow and routing for ITM machines to reduce member wait times.
Directed member engagement efforts while managing project teams to enhance digital platforms and vendor updates.
Maintain and successfully stay within budget while balancing the members’ needs and employee morale.
Created reporting and scorecard for team members to drive performance and deliver success on key metrics.
Lead project to purchase, install, and roll out call recording for call center.
Led COVID-19 Response Team to ensure members were able to receive the support and assistance while branch lobbies were closed.
Steered online account membership application improvement project and improved application completion, approval, and response times.
Enhanced mobile and online functions providing members more self-help options and capabilities bringing digital tools to competitive standards.
Held focus groups with employees and members to gain feedback on mobile and online banking platforms helping determine strategic priorities.
Provides retail and commercial banking products and services to members in Louisville, Lexington, and Southern Indiana.
Vice President, Customer Resource Center Manager
Limestone Bank
Louisville
11.2013 - 01.2019
Manages customer resource advisors that handle online banking boarding and support, mobile app support, fund transfers, address changes, statement questions, email support, billing, and general banking inquiries while cross-selling products and services.
Created the Customer Resource Center from the ground floor into a thriving asset for the organization.
Chair on Customer Experience Improvement committee.
Hire, train, and provide continued support to team members.
Lead projects to improve end to end customer experiences and process inefficiencies.
Manages day to day operations; including employee relations issues, customer escalations, service outages, call spikes and adjustments, new policy and procedure roll outs, shrinkage, corrective actions, payroll and benefit time administration, facility issues, HR consultations, employment separations, managing up reporting for senior leadership, and coaching frontline for development.
Forecast call volume, creates schedules, schedules out of seat activity, makes day-of adjustments, and assigns off the phone responsibilities for customer resource center to meet the needs of the customers.
Set up call routing, IVR options and messages, and creates reporting optimizing call flow and handling.
Developed scorecard and metric indicators to drive peak performance across all advisors and the department.
Implemented call quality program to ensure consistently positive customer experiences that enhance competitive edge for community bank.
Provides retail and commercial banking products and services to customers in metro and rural Kentucky.
Recognition and Awards: President’s Star Award 2014
Customer Service Operations Manager
Charter Communications
Louisville
12.2004 - 10.2013
Managed 600+ customer service representatives and 40+ supervisors that handled technical support, billing, and general inquiries while advising upgrade options regarding their entertainment services.
Guided escalation teams to produce over $200,000 addition revenue annually in "service to sales" environment turning chronic service issues and irate customers into buying customers.
Managed day to day operations; including employee relations issues, customer escalations, service outages, call spikes and adjustments, new policy and procedure roll outs, shrinkage, corrective action, payroll and benefit time administration, facility issues, HR consultations, employment separations, managing up reporting for senior leadership, and coached frontline for development.
Spearheaded initiative to reduce call volume by improving First Call Resolution; over a 3 month duration FCR improved from 75% to 82% reducing operational cost by $20,000 a month.
Lead project team focused on customer on-boarding and home visits to resolve service issues; project grew from a 6 week project, 40 team members, and 2 supervisors to a 6 year project, 300 team members, and 21 supervisors based on improved customer satisfaction, customer churn reduction, and employee morale.
Mentored and developed over 50+ employees to promoted leadership roles within Charter's organization.
Steered average handle time reduction project that provided over $350,000 annualized cost saving.
Forecasted customer call volume, scheduled staff, and planned new hire classes for a 250,000 monthly inbound call center to meet service level and line adherence goals.
Directed monthly national conference calls with field operations and senior management providing performance results of each service area identifying trends for process improvement and adding accountability to field operations; repeat service issues were reduced by 50% and customer contact rate was improved by 20%.
Administered reward and recognition annual budget providing motivation to engage employees, created a competitive team based culture, and recognized wildly successful team members.
Provides cable, internet, and telephone products and services to residential and business customers nationwide.
Recognition and Awards: Outstanding Performance Award - 2008, Cable Fax Magazine "Top Operator" - 2009 (Managing Day of Service department), Top performing "service to sales" manager for 6 consecutive years.
Technical Support Team Leader
Pegasus Satellite Television
Louisville
10.2003 - 12.2004
Supervised 20 technical support representatives handling inbound calls from residential customers about equipment, services, billing, and general inquiries.
Developed, supported, and mentored 20+ technical support representatives to meet the needs of customers and metric goals set by company.
Facilitated team meetings and training sessions to cover new strategies, policy and procedure roll outs, and best practices to improve job performance.
Led reward and recognition program to enhance employee morale and lower attrition rates.
Reviewed customer interactions and provided targeted feedback to team members for quality assurance.
Rural Direct TV satellite television provider. (Company was purchased by Direct TV in December 2004)
Operations Support Specialist
National Processing Company
Louisville
05.1996 - 09.2003
Lead major projects, owned vendor relationships such as AMEX and Discover Card, lead fraud investigations, and provided support to 100+ credit card call center specialists.
Facilitated training sessions for new product and equipment launches to ensure effective team integration.
Coordinated 2 major projects to convert over 10,000 customers to different billing platforms without incident or service interruptions.
Led project to move all customers from paper reporting to online reporting saving over $1.3 million annually and creating more competitive pricing to bring on new customers.
Mentored and developed 20+ billing specialists to enhance customer experience and service quality.
Listened to customer contacts and provided feedback to team members for quality assurance.
Processed credit card transactions for small and large businesses.
Education
Jefferson Community College
McKendree College
Skills
Customer experience management
Process optimization
Call center operations
Employee development
Strategic planning
Continuous improvement
Team building and motivation
Project management
Forecasting
Vendor management
Recognition And Awards
President’s Star Award, 2014
Outstanding Performance Award, 2008
Cable Fax Magazine 'Top Operator', 2009
Top performing 'service to sales' manager, 6 consecutive years
Timeline
Business Process Owner, Customer Service and Accounts Receivables
<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.