Dynamic onboarding specialist with expertise in relationship building, corporate communication, and project management. Proven track record in enhancing client engagement and satisfaction through effective onboarding processes.
Overview
5
5
years of professional experience
Work History
Onboarding Specialist
International SOS
Houston, TX
01.2026 - Current
Manage end-to-end onboarding for new corporate clients
Deliver onboarding presentations, webinars, or training sessions
Provide product education and best-practice guidance
Act as the primary point of contact during onboarding
Coordinate account setup, documentation, and service activation
Guide clients through products, membership benefits, and support channels
Ensure compliance with contractual and regulatory requirements
Develop onboarding plans, timelines, and milestones
Work cross-functionally with medical, security, operations, and account teams
Track onboarding progress and resolve implementation issues
Build strong client relationships to support retention and satisfaction
Identify opportunities for service expansion or improvement
Gather feedback to enhance onboarding processes
Client Delivery Specialist
International SOS
Blue Bell, PA
01.2024 - 01.2026
Act as a primary operational contact for assigned accounts
Maintain strong client relationships and support satisfaction and retention
Conduct regular service reviews and performance discussions
Identify opportunities to enhance client engagement or service usage
Collaborate with medical teams, security specialists, operations centers, and account managers
Facilitate communication between clients and internal stakeholders
Coordinate day-to-day delivery of medical, travel risk, and security assistance services
Ensure services meet contractual obligations and service-level agreements (SLAs)
Monitor cases, requests, and client activities to maintain quality and responsiveness
Escalate and resolve service issues or operational challenges
Support implementation of new programs or service enhancements
International Operations Coordinator
International SOS
Trevose, PA
11.2020 - 01.2024
Coordinate international assistance cases including medical referrals, evacuations, travel disruptions, and security incidents
Act as a central point of contact between clients, providers, and internal operations centers
Ensure timely updates and accurate documentation for ongoing cases
Escalate complex or high-risk situations appropriately
Arrange international travel, ground transport, accommodation, and provider services
Coordinate with hospitals, clinics, and security vendors globally
Support emergency response and crisis management operations
Monitor case progress to ensure service quality and continuity
Liaise with medical teams, security specialists, and regional operations centers
Provide clear case updates to clients, partners, and internal stakeholders
Maintain culturally sensitive and professional communication across regions