Strategic and results-driven Customer Success leader with over 12 years of experience in fostering high-value client relationships, driving technology adoption, and leading cross-functional teams towards achieving organizational and customer-centric goals. Expert in leveraging technology for strategic advantages, with a proven track record in program management, stakeholder engagement, and delivering tangible business outcomes. Adept at navigating complex customer ecosystems, developing and mentoring talent, and driving continuous improvement in client engagement operations.
Overview
18
18
years of professional experience
Work History
Associate Director of Neighborhood Strategies
Neighborhood Housing Services of Chicago Inc.
Chicago, IL
2018.10 - Current
Spearheads data-informed strategies enhancing community engagement and support, aligning with NHS Chicago's focus on actionable insights from neighborhood data.
Secures and manages over $1M in grants, demonstrating ability to drive revenue and foster strategic partnerships, key for client success and business expansion in.
Develops SOPs and metrics for program evaluation, mirroring outcome success metrics and value realization principles critical for Customer Success Director role.
Creates and updates physical records and digital files to maintain current, accurate, and compliant documentation.
Communicates all capacity, sourcing, and technology gaps with upper management.
Increased funding from department's longest-held partners by 50%.
Manages cross-functional teams for multiple large-scale projects, completing each on time and within budget constraints.
Champions corporate social responsibility initiatives that enhance funders reputation while positively impacting local communities.
Actively participates in housing policy and lending equity conferences and events as panelist and facilitator, increasing NHS Chicago's visibility and furthering conversation around equitable housing policies.
Client Solutions Director
Alorica
Chicago, IL
2010.12 - 2017.11
Established client management strategies for high-value accounts in Media, Education, and Healthcare sectors, closely aligning with strategic account management and senior executive relationship expansion responsibilities of CSD role.
Engaged client leadership to develop solutions specifically targeting client business and marketing goals.
Led cross-functional teams to design and execute flawless program implementation plans and presentations for clients.
Steered product adoption and solution innovation, leading to significant client savings and revenue growth, demonstrating alignment with Alorica's focus on adoption, value realization, and revenue expansion.
Analyzed client and consumer feedback and adjusted campaigns based on results.
Pioneered new products and solutions resulting in $1.5M in client savings and $13M in new revenue for Alorica 4-year period.
Achieved 95% client retention rate through consultative approaches and effective relationship management, essential for customer-centric focus of CSD position.
Account Manager
APAC Customer Services
Chicago, IL
2005.10 - 2008.04
Developed long-term relationships with key clients, leading to repeat business and increased revenue in the Media and Technology verticals.
Developed, expanded and retained multi-channel outsourced customer service programs to maximize client value while ensuring attainment of internal business and revenue goals.
Led evaluation of client voice recognition systems, implementing improvements that increased utilization by 38%, allowing clients to decrease hold times for live agents during period of corporate change and high call volume.
Increased client satisfaction by implementing tailored solutions and addressing their unique business needs.
Identified under-performing contract with leading client in the publishing vertical and negotiated a creative solution that turned a loss into a 30% profit while reducing overall program costs.
Education
Bachelor of Science - Organizational Behavior
Northwestern University
Evanston, IL
Skills
Customer Relationship Management
Customer Segmentation
Continuous Quality Improvement (CQI)
Consultative Selling Techniques
New Technology Innovation
Customer Portfolio Management
Project Management
Profitability Assessments
Operating Procedures and Policies
Customer Care
Client Base Retention
Best Practices
Performance Improvement
Client Relationship-Building
Digital Sales
Organizational Leadership
Cross-Channel Marketing
Budgeting and Expenditures
Interdepartmental Collaboration
Workflow Assessments
Account Management
Customer Experience Improvement
Escalation Management
Service Solution Development
Operational Efficiency
Contact Management Systems
Call Center Processes
Compliance Requirements
Project Requirements
Policy Improvements
Customer Relationship Management (CRM) Software
Risk Mitigation Planning
Customer Expectations Management
Customer Experience Management
Revenue Quotas
Program Promotion
Business Objective Analysis
Conflict Resolution Techniques
Discount Rate Requirements
Release Optimization
Change Management Process
Root Cause Analysis
Incident Management
Business Processes and Procedures
SWOT Analysis
Disaster Recovery
Workforce Planning
Capacity Planning
Complaint Management
Customer Satisfaction
Workflow Processes
User Acceptance Testing (UAT)
Program Metrics
Employee Feedback and Recognition
Performance Management Systems
Program Modification
Improving Organizational Standards
Ticket Tracking
Sales Program Coordination
Salesforce Software
Territory Management
Renewal Opportunities
Solution Optimization
Account Management Strategy
Customer Needs Assessment
Client Development
Community Advocacy
Client Advocacy
Brand Alignment Strategy
Profit and Loss Forecasting
Community Relations Expertise
Program Oversight
Annual Planning
Community Engagement
Community Outreach Programs
Project Leadership
Program Operations
Program Development and Implementation
Public Outreach
Citizen Complaint Handling
Donor Solicitation
Outreach Strategies
Change Leadership
Volunteer Scheduling
Fundraising Coordination
Community Partnerships
Organizational Development
Community Relations Management
Local Government
Generate Reports
Prepare Budgets
Research
Optimize Staff Performance
Community Organization
Event Organization
Outreach Marketing
Campaign Management
Outreach Initiatives
Staff Management
Communications Management
Educational Outreach
Volunteer Management
Partnership Cultivation
Strategic Field Outreach Planning
Neighborhood Canvassing
Issue Resolution
Consumer Protection
Environmental Awareness
Grant Writing
Accurate Documentation
Awareness Campaigns
Cost Management
Financial Management
Budget Development
Event Planning
Key Relationship Development
Corporate Social Responsibility
Process Improvement
Manage Budgets
Critical Thinking
Financial Forecasting
Public Relations
Consultancy and Advisory
Government Policy
Manage Profitability
Conducting Employee Orientations
Motivational Leadership
Organizational Policies
Proposal Reviews
Strategic Leadership
Strategic Planning
Team Leadership
Coaching and Mentoring
Work Availability
monday
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morning
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evening
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Quote
Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.
Viktor Frankl
Timeline
Associate Director of Neighborhood Strategies
Neighborhood Housing Services of Chicago Inc.
2018.10 - Current
Client Solutions Director
Alorica
2010.12 - 2017.11
Account Manager
APAC Customer Services
2005.10 - 2008.04
Bachelor of Science - Organizational Behavior
Northwestern University
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