Leslie B.

Customer Success Manager

Bothell, Washington, United States7 yrs 11 mos experience
Most Likely To SwitchAI Enabled

Key Highlights

  • Recovered over $8M in lost funds through negotiation.
  • Created empathy training for 10,000+ employees.
  • Led cross-functional teams to enhance customer success.
Stackforce AI infers this person is a Customer Success Manager with expertise in SaaS and operational efficiency.

Contact

Skills

Core Skills

Customer SuccessData AnalysisCustomer ExperienceCommunicationProcess OptimizationTraining And DevelopmentCustomer Service

Other Skills

Analytical SkillsArtificial Intelligence (AI)Business DevelopmentClient DevelopmentClient ManagementClient RelationsClient ServicesConflict ResolutionCritical ThinkingCross-functional Team LeadershipCustomer Relationship Management (CRM)Customer RetentionCustomer SatisfactionCustomer Service ManagementCustomer Service Operations

About

Results-oriented professional with expertise in customer success, retention strategy, data analysis, and AI-driven operations. Adept at leveraging data insights, workflow automation, and predictive analytics to optimize business performance, enhance customer satisfaction, and drive strategic decision-making. Passionate about integrating AI and analytics into customer engagement and operational efficiency.

Experience

7 yrs 11 mos
Total Experience
2 yrs 7 mos
Average Tenure
3 yrs 1 mo
Current Experience

Branch

Enterprise Success Manager (SaaS)

May 2023Present · 3 yrs 1 mo · Remote

  • Summary: Lead strategic initiatives in financial recovery, process optimization, and cross-functional collaboration to enhance customer experience and payment operations. Drive impactful resolutions, recover lost revenue, and refine processes for long-term efficiency.
  • Key Achievements & Responsibilities:
  • Led the administrative support team in triaging issues, analyzing trends, and escalating concerns through appropriate channels to drive resolution and efficiency.
  • Recovered over $8M in lost funds through advanced investigation techniques and negotiation skills, demonstrating exceptional financial acumen and attention to detail.
  • Established and refined SOPs to enhance payback resolution procedures, improving efficiency and cross-team collaboration.
  • Educate and support clients on product updates, issue resolutions, and system improvements, ensuring seamless adoption and satisfaction.
  • Manage change implementation for new functionalities, aligning stakeholders and ensuring a smooth transition for customers.
  • Develop and maintain documentation on payback resolution processes, working closely with account managers to ensure accuracy and policy alignment.
  • Collaborate cross-functionally with Customer Success, Product, and Support teams to deliver a unified and exceptional customer experience.
  • Prioritize and balance workloads effectively, acting as the primary liaison between customers and internal teams to optimize service delivery.
Cross-functional Team LeadershipCustomer SuccessArtificial Intelligence (AI)Customer ExperienceData Analysis

Cherry

Servicing Specialist (SaaS)

Dec 2022Mar 2023 · 3 mos · Remote

  • Summary: Deliver exceptional customer support across multiple channels, ensuring efficient issue resolution and a seamless customer experience. Specialize in dispute resolution, credit bureau investigations, and process optimization to enhance operational effectiveness.
  • Key Responsibilities & Achievements:
  • Provide world-class, multi-channel support via phone, email, chat, and text, prioritizing first-contact resolution to enhance customer satisfaction.
  • Investigate and resolve consumer credit bureau disputes, analyzing internal account records and credit bureau data to ensure accuracy and compliance.
  • Facilitate timely resolution of payment disputes and chargebacks by compiling and submitting necessary documentation and evidence.
  • Track and analyze customer complaints and recurring issues, driving transparency and insights to improve service delivery.
  • Evaluate and refine existing strategies, providing recommendations to enhance departmental efficiency and overall business operations.

Better.com

3 roles

Client Success Manager

Promoted

Jan 2021Nov 2022 · 1 yr 10 mos · Remote

  • Summary: Managed high-level escalations, conflict resolution, and cross-functional collaboration to enhance client experience and operational efficiency. Served as a key liaison between departments, ensuring compliance, successful product rollouts, and financial reconciliation.
  • Key Responsibilities & Achievements:
  • Handled high-level escalations and client complaints, working closely with internal teams to drive swift and effective resolutions, preserving client relationships.
  • Resolved critical conflicts for the CEO, ensuring top-priority clientele concerns were addressed with discretion and efficiency.
  • Collaborated cross-functionally with Legal, Compliance, Data Privacy, Product, Marketing, Engineering, Sales, Operations, Title, and Servicing to streamline processes and enhance service delivery.
  • Partnered with marketing executives on product rollouts, ensuring seamless launches and customer adoption.
  • Conducted financial reconciliation, maintaining accuracy and transparency in financial operations.
  • Acted as a liaison between Compliance and Legal teams, ensuring adherence to regulations and risk mitigation.
  • Reviewed and analyzed Net Promoter Score (NPS) surveys, identifying trends and opportunities to improve customer satisfaction.
CommunicationTime ManagementCross-functional Team LeadershipProblem SolvingCustomer SuccessPatient Advocacy+2

Lead D2C Operations

Oct 2020Jan 2021 · 3 mos · Remote

  • Leveraged customer insights to contribute to new product ideas, addressing key pain points and enhancing user experience.
  • Developed and implemented an improved workflow, which, after a successful three-month test period, was adopted company-wide to streamline operations and elevate the client experience.
Cross-functional Team LeadershipProblem SolvingProcess Optimization

Ally Home Loans Partnership

Mar 2020Oct 2020 · 7 mos · Remote

  • Created and implemented an empathy training program adopted by 10,000+ employees to improve customer interactions.
  • Developed a streamlined customer handling workflow, improving response times and client satisfaction.
  • Managed 150+ daily inbound calls, educating clients on mortgage processes and troubleshooting customer issues.
  • Assisted in directing customers to online self-service resources, reducing call resolution times.
Cross-functional Team LeadershipProblem SolvingTraining and Development

Personal

Nanny

Dec 2017Feb 2020 · 2 yrs 2 mos · Scottsdale, Arizona, United States · On-site

  • Developed strong time management, multi-tasking, and self-discipline skills while providing daily care for children.
  • Built and maintained trusting relationships with children and parents, creating a nurturing and safe environment.
  • Adapted to unexpected situations with a solution-oriented mindset, ensuring a smooth and positive experience for the family.
  • Fostered a positive, calm, and engaging atmosphere, helping children develop socially, emotionally, and cognitively.
  • Demonstrated strong communication and problem-solving skills, responding to both children's and parents' needs effectively.
Problem Solving

La fitness

Front Desk Staff | Kids Club Tenant

Oct 2016Dec 2017 · 1 yr 2 mos · Ahwatukee, Arizona · On-site

  • Managed member relations, assisting with account updates, resolving inquiries, and ensuring a positive customer experience.
  • Handled outbound sales calls, engaging with members to provide updates, encourage renewals, and promote club offerings.
  • Supported club operations, maintaining a welcoming environment and addressing facility needs as required.
  • Promoted a healthy lifestyle, guiding members on available resources and fostering a supportive fitness community.
SalesCommunicationCustomer Relationship Management (CRM)Support ManagementTechnical SupportCustomer Support+1

Litchfield elementary school district #79

Extended Day Aide & Preschool Substitute

Aug 2014May 2016 · 1 yr 9 mos · Goodyear, Arizona · On-site

  • Provided engaging and supportive care for children ranging from preschool to 7th grade in both morning and afternoon extended day programs, fostering a safe and enriching environment.
  • Built strong relationships with both students and parents, ensuring clear communication and a positive experience for families.
  • Served as a preschool substitute across various classrooms within the district, adapting quickly to different teaching environments and assisting in creating hands-on, interactive learning experiences.
  • Played an active role in promoting child development, encouraging social, cognitive, and emotional growth through structured activities and play-based learning.

Education

Arizona State University

Bachelor of Science - BS

Jan 2014Jan 2019

Arizona State University

Minor

Jan 2014Jan 2019

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