Effectively managed change during implementation, supporting over 5 client projects to adapt to new systems with minimal disruption, including overseeing program setup, onboarding, and validation testing.
Managed 10+ concurrent projects, ensuring 100% on-time delivery by prioritizing tasks and maintaining high-quality standards.
Served as trusted subject matter expert, resolving 95% of escalations within SLA timelines, providing technical guidance, and assisting 15+ colleagues with implementation challenges.
Partnered with product and engineering teams to improve implementation processes and product design.
Advised developers on problems with databases, performance and other issues.
Verified customer information, including identification documents, ensuring strict compliance with KYC and AML requirements.
Managed relationships with third-party vendors, including call center, card manufacturer, and remote deposit capture providers.
Business Support Specialist
1Password
02.2022 - 05.2023
Provided real-time troubleshooting and technical support via phone and email, resolving 90% of enterprise customer issues on the first contact and handling an average of 100+ tickets weekly.
Collaborated with cross-functional teams, including product and engineering, to ensure 95% of customer concerns were resolved within SLA timelines.
Monitored and analyzed support tickets to identify trends and suggest improvements for internal processes and customer satisfaction.
Assisted in onboarding 20+ new enterprise clients, guiding them through product setup and best practices, resulting in a 100% adoption rate.
Delivered feedback from customers to product teams, influencing feature updates and enhancements to better meet client needs.
Consistently achieved or exceeded key performance metrics, maintaining a 95% response time compliance rate and a CSAT score of 4.8/5.
Product Support Specialist
Cointracker
01.2021 - 02.2022
Answered technical customer inquiries regarding the product and cryptocurrency taxes via email. Assisted an average of 150 customers weekly.
Tested client-reported product defects and provided troubleshooting.
Responded to and resolved customer issues from reviews, ensuring top ratings on Google Play and the App Store.
Managed and prioritized projects simultaneously, to improve the customer experience.
Collaborated with the product and engineering teams to understand, prioritize and implement customer feedback.
Agile Scrum Master
Change Financial
03.2019 - 03.2021
Facilitated Scrum framework – sprint planning, backlog grooming, daily scrums, sprint reviews and sprint retrospectives resulting in product features being launched to production before deadlines.
Proactively identified and found ways to resolve issues to prevent obstacles and keep advance tasks and projects on track.
Assessed each scrum team member's responsibilities and delegated tasks to balance each employee's workload.
Assisted with testing during UAT phase using manual and automated testing practices.
Customer Support Manager
ChimpChange Mobile Banking
01.2018 - 03.2019
Served as point of contact for escalations and concerns from third-party partners (partner bank, credit card processor, call center).
Performed quality assurance on all support channels. Ensured regulatory requirements were being followed. Coached and trained agents when necessary.
Assisted VP of Operations with hiring/training 5 new support agents.
Assisted with implementation of third-party call center to help with call overflow.
Created internal and customer facing documentation such as FAQs and training materials.
Resolved 35+ official customer service complaints from Better Business Bureau, FDIC, and Business Consumer Alliance.
Collected NPS survey data to prioritize new app feature development.
Collaborated with Engineering Team on resolving bugs and implementing new features.
Customer Support Agent
ChimpChange Mobile Banking
01.2017 - 01.2018
Responded to customer requests through multiple channels (phone, email, chat, social media) using Zendesk and Sprout Social. Assisted 350+ customers weekly.
Assisted customers with their bank accounts via the mobile app while following regulatory requirements.
Resolved a range of technical issues related to the mobile app and cardholder website.
Reviewed transaction related red flags and escalated issues to Compliance Team for review.
Ticketed bugs for the Engineering Team to work on.
Identified opportunities to improve mobile app/website. Ticketed changes with Engineering Team for future development.
Emergency Management Specialist
Department Of Homeland Security, FEMA
09.2016 - 01.2017
Assisted 1,500+ survivors by phone with registration intake, using data entry and to ensure applicant's information was correctly entered into database.
Used Pre-Placement Interview (PPI) during Registration Intake to help determine scope of emergency needs.
Provided customer service on Helpline to applicants that are inquiring about TSA, ONA, HA, and Rental Assistance by verifying applicant's identity and providing any updated information on their case.
Lead Consultant
FedEx Office
08.2014 - 09.2016
Responsible for scheduling, digital imaging and running print production on large scale print orders including signs and graphics.
Worked with team members to improve performance and implement training updates.
Completed store opening and closing procedures, including setting up registers and checking products.
Education
Bachelor of Science - Business Administration, B.S. Financial Analysis
California State University, Northridge
Northridge, CA
05-2025
FINRA - Securities Industry Essentials (SIE) -
In Progress
01-2025
Life Insurance Producer -
California Department of Insurance
Financial Modeling Essentials -
Investment Banking Institute
Bloomberg Market Concepts (BMC) -
Bloomberg
Certified ScrumMaster® (CSM®) -
Scrum Alliance
Skills
Agile Frameworks - Scrum, Kanban
Waterfall-to-Agile Migration
Product Backlog Grooming
Meeting Facilitation
JIRA & JIRA Portfolio
MS Office (Excel, Word, Powerpoint)
Software Development Life Cycle
CRM - Zendesk
Functional Documentation
Incident Management
Training and Mentoring
Program Management
Client Relations
CO-CURRICULAR ACTIVITIES
Student Investment Fund, California State University, Northridge
Managed a $2M Student Investment Fund, conducting analysis, business valuations, and delivering buy/sell presentations.
Timeline
Senior Implementation Analyst
Change Financial
05.2023 - Current
Business Support Specialist
1Password
02.2022 - 05.2023
Product Support Specialist
Cointracker
01.2021 - 02.2022
Agile Scrum Master
Change Financial
03.2019 - 03.2021
Customer Support Manager
ChimpChange Mobile Banking
01.2018 - 03.2019
Customer Support Agent
ChimpChange Mobile Banking
01.2017 - 01.2018
Emergency Management Specialist
Department Of Homeland Security, FEMA
09.2016 - 01.2017
Lead Consultant
FedEx Office
08.2014 - 09.2016
Bachelor of Science - Business Administration, B.S. Financial Analysis