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Finley Bordano

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

Reviews

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