Director-level leader with a proven track record in client retention and operational strategy. Achieved a 15% increase in retention rates while driving 30% new business growth through effective communication and process improvement.
Overview
12
12
years of professional experience
Work History
Director of Client Services
Arnold & Smith Law Firm, PLLC
Oklahoma City, Oklahoma
01.2025 - Current
Increased intake of new business by over 30% in 3 months.
Achieved a 15% increase in client retention rates.
Managed remote and on-site teams, fostering an inclusive work culture through consistent communication.
Drove organizational change through development and implementation of scalable SOPs, enhancing communication and aligning teams with company objectives.
Maintained high performance during organizational change by leading teams through transitions, sustaining engagement, and maximizing productivity.
Developed and executed operational strategies that improved productivity, efficiency, and increased firm return on investment.
Client Experience Manager
Greenwise Financial
Boca Raton, Florida
01.2024 - 06.2024
Led a 40+ global client experience team across four international call centers.
Enhanced client onboarding experience through process improvement and operational alignment.
Collaborated with development teams to build and launch a client service portal , enhancing lifecycle visibility as well as improving transparency, and communication.
Retention Customer Service Representative
JG Wentworth
Philadelphia, Pennsylvania
11.2022 - 01.2024
Managed customer retention efforts through proactive communication strategies, fostering long-term relationships.
Resolved customer complaints by providing timely and effective solutions, improving overall customer satisfaction.
Assisted customers with account inquiries and service requests to ensure satisfaction and retention.
Collaborated with cross-functional teams to enhance customer experience initiatives.
Educated customers on product features and benefits to improve satisfaction.
Increased client retention rates by 20% and maintained a consistent record of retention success monthly.
Created and trained peers on retention talk tracks to improve retention efforts.
Client Services Supervisor
Beyond Finance
Houston, TX
07.2021 - 11.2022
Supervised client support team to enhance service quality and efficiency.
Coordinated client onboarding processes to ensure smooth transitions.
Monitored client interactions to maintain high satisfaction levels.
Resolved escalated client issues through effective communication and problem-solving.
Developed training materials to support ongoing employee development initiatives.
Analyzed data from customer surveys to identify areas of improvement in customer service processes.
Debt Resolution Specialist
Century
Irwin, PA
01.2015 - 07.2021
Negotiated with creditors to reduce client debt amounts and improve repayment terms..
Educated clients on program benefits and customized plans to meet their specific financial situations.
Executed sales of SaaS subscriptions to resolve outstanding debt for clients.
Education
High School Diploma -
Norwin Senior High School
Irwin, PA
06-2006
Some College (No Degree) - Industrial and Organizational Psychology
Southern New Hampshire University
Hooksett, NH
Skills
Client management
Process improvement
Team leadership
Change management
Operational strategy
Customer experience design
Project management
Employee onboarding
Talent management
Client relations
Strategic planning
Timeline
Director of Client Services
Arnold & Smith Law Firm, PLLC
01.2025 - Current
Client Experience Manager
Greenwise Financial
01.2024 - 06.2024
Retention Customer Service Representative
JG Wentworth
11.2022 - 01.2024
Client Services Supervisor
Beyond Finance
07.2021 - 11.2022
Debt Resolution Specialist
Century
01.2015 - 07.2021
High School Diploma -
Norwin Senior High School
Some College (No Degree) - Industrial and Organizational Psychology