Finley Bordano
Customer success specialist
Talent
Missoula, MTMember since August 25, 2026
Client Success & Account ManagementCRM Systems
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Client Success & Account ManagementCRM Systems
About
Highly organized professional experience in managing high-volume workflows, coordinating tasks, and supporting fast-paced environments. Skilled in communication, problem-solving, and keeping operations running smoothly. Known for reliability, attention to detail, and providing excellent service.
Experience
Client Success / Operations at Loss Run Pro (2024-01 – Present)
- Manage 100+ daily client communications across agents, partners, and insureds, ensuring timely responses and issue resolution
- Support onboarding and training for new users, improving platform adoption and reducing confusion during setup
- Coordinate loss run requests and carrier follow-ups to help clients meet strict compliance deadlines
- Act as a primary point of contact for troubleshooting, resolving platform and workflow issues efficiently
- Partner with product and engineering teams to surface user feedback and support workflow improvements
- Create and refine internal documentation, scripts, and resources to streamline support and onboarding processes
- Assist with webinars and live walkthroughs to educate users and improve overall customer experience
- Track and manage follow-ups and account activity within CRM systems to maintain organization and visibility
Marketing Coordinator at Marketing Mainstreet (2024-01 – 2024-12)
- Supported onboarding and communication for multiple new clients in a fast-paced agency environment
- Assisted with campaign coordination, content creation, and client deliverables
- Managed timelines, client expectations, and internal workflows across projects
- Contributed to social media and marketing initiatives to support client growth
Marketing Director at Swetnam Cosmetic Surgery & Medspa (2023-01 – 2024-12)
- Led marketing strategy and execution across digital platforms, improving brand visibility and engagement
- Increased online presence and social engagement through consistent content and campaign management
- Planned and executed events, including a high-performing open house that drove strong attendance and interest
- Managed social media, email marketing, and patient communications to support business growth
- Collaborated with providers and staff to align messaging and enhance the overall client experience
Education
Business Studies – University of Arkansas
Skills
Customer success specialist