Dedicated leader, consultant and industry expert with over 10 years of experience in driving education, innovation and efficiency. Seeking a position with a team that possesses a growth mindset, embraces change and has a passion for excellence.
Overview
18
18
years of professional experience
2
2
Certifications
Work History
Director of Risk Management Services
ClickBank
Boise, ID
12.2013 - 11.2025
Supported ClickBank at an enterprise level for operational risk activities related to fraud.
Responsible for maintaining the integrity of ClickBank's payments ecosystem as it relates to fraud in partnership with card brand rates and regulation.
Responsible for maintaining the integrity of ClickBank's client onboarding program via OFAC, AML, KYC and performance of company fraud and chargeback rates for each.
Designed all fraud system processes, workflows, internal policies, and reporting.
Primary stakeholder in the following Projects/ Policies: OFAC, AML and KYC Policies and the search and onboarding of third party software.
Established guidelines for client fraud mitigation to reduce risk exposure.
Designed the entire workflow for the fraud system, including rule creation, maintenance, derived reporting, testing and implementation.
Managed the teams that tracked and addressed chargeback and fraud rates for each client on the platform.
Payment Processor and Payment Distributor Audits
Provided company wide training on Fraud, OFAC, AML and KYC policies.
Worked with several departments to balance the company rates out.
Provide client analysis, sales flow analysis and customer behavior analysis to make recommendations to improve company rates, provide innovative solutions and fix flaws that cause confusion with our customers.
Client Services Manager/ Customer Service Manager
ClickBank
Boise, ID
01.2010 - 12.2013
Managed a team of Client Service Agents, including Call quality, NPS, KPIs. Email and Chat quality and taking escalated Supervisor calls.
Managed the account for the largest client on the platform in a Sales capacity.
Applied new profit avenue and retention programs for client account portfolios.
Created a sales template within the client support team to boost new products and revenue to lower tier clients
Resolved escalated calls for customers experiencing service issues.
Wrote and ran the Vendor Complaint Project, working closely with Business Services to ensure products with issues were addressed.
Processed all BBB complaints for ClickBank working closely with BBB to ensure our rating remained excellent.
Worked closely with Marketing to identify issues with support for the product.
Wrote Several Classes for training and updated the Milestone Program.
During this time took on the communication responsibilities for Marketing.
Create Zendesk tickets for actual technical issues for marketing team to respond.
Organized vendor accounts by categorizing and prioritizing them.
Tracked information and research for chargebacks and refunds and created a program to improve them with each client.
Drafted new policy and initiated system changes to enhance accuracy.
Stakeholder on identifying issues with new products before release.
Developed business plan projected to save ClickBank $2.5 million monthly in refund costs; presented Refund Reason Codes Project to CEO.
Devised three revenue-driving packages aimed at reducing refunds.
Won the Excellence Award for the last quarter of 2013.
Business Services, (Compliance)
ClickBank
Boise, ID
01.2008 - 01.2010
Trained on Visa and MasterCard chargeback and refund rates, FTC compliance, spam laws, and federal and state laws regarding digital goods to ensure adherence to regulatory standards.
Reviewed accounts for price limit increases to mitigate potential risks to business operations.
Used the data to review accounts, products and price increase requests.
Worked overtime to ensure timely approval of top-level client products submitted by end of business day, maintaining workflow efficiency.
Trained on various processes that we had to review including: HopAds, Images, Upsell, Recurring products, Standard products, Marketplace Descriptions, etc.
Helped in the mass reorganization of the Marketplace products into correct categories.
Skills
Fraud Prevention
OFAC Compliance
AML Compliance
KYC Compliance
Policy Creation
Process Design
Workflow Implementation
Third party solution management
Consulting
Productivity Improvement
Sales
Security Measures
Access Control Management
Authentication Protocols
Team Leadership
Training Expertise
Client Satisfaction
References
Jennifer Johannsen, VP of Operations and Sales, ClickBank
Kelly Householder, CEO, ClickBank
Eileen Barber, Founder and Board member, ClickBank