Client Services Manager at Booth & Partners (2023-06 – 2025-02)
- Managed a portfolio of high-value client accounts, driving retention, satisfaction, and long-term growth.
- Developed and executed customer success plans aligned with client business objectives and KPIs.
- Led QBRs/MBRs presenting performance metrics, ROI, and strategic recommendations to stakeholders.
- Monitored customer health scores and usage trends to proactively identify churn risks and expansion opportunities.
- Partnered with recruitment, operations, and sales teams to deliver seamless onboarding and ongoing service excellence.
- Increased client engagement through regular touchpoints, improving overall account stability and loyalty.
- Supported onboarding initiatives to accelerate time-to-value and improve early-stage adoption.
Client Services Lead at SAP Concur (2018-10 – 2023-06)
- Owned customer lifecycle management for SaaS clients, focusing on adoption, retention, and renewals.
- Drove product adoption by analyzing usage data and delivering targeted enablement strategies.
- Acted as primary escalation point, resolving complex issues while maintaining strong client relationships.
- Delivered data-driven QBRs highlighting product performance, usage trends, and optimization opportunities.
- Identified upsell and cross-sell opportunities in partnership with Sales, contributing to revenue growth.
- Served as Subject Matter Expert, supporting product, sales, and leadership teams with customer insights.
- Collaborated with Product teams to relay customer feedback and influence feature enhancements.
Senior Team Leader at Conduent Business Services (2018-01 – 2018-10)
- Oversaw service delivery for client accounts, ensuring alignment with SLA/KPI targets and client expectations.
- Provided performance reporting with actionable insights to improve customer experience and outcomes.
- Led workforce planning and operational adjustments to maintain service quality and efficiency.
- Coached and developed team members, improving overall service delivery and client satisfaction.
Team Leader at Convergys Philippines Corporation (2007-03 – 2017-06)
- Managed teams supporting client accounts, consistently meeting performance metrics and service goals.
- Built strong client relationships through regular reporting, reviews, and proactive communication.
- Developed team capabilities, contributing to improved retention and service consistency.
- Handled staffing, scheduling, and performance management aligned with client needs.
Senior Customer Contact Agent at SVI Connect / Pacific Hub Corporation (2003-01 – 2007-03)
- Delivered high-volume customer support while consistently meeting service and productivity targets.
- Supported onboarding and coaching of new hires, improving team readiness and performance.
- Built foundational expertise in customer engagement, problem resolution, and service excellence.