Senior Customer Success Associate
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Dynamic Senior Customer Success Associate with a proven track record of cultivating strategic relationships and delivering customized solutions that drive client retention and revenue growth. Expertise in consultative sales methodologies ensures regulatory compliance across high-priority accounts while enhancing overall client satisfaction. Successfully led onboarding initiatives that promoted knowledge transfer among team members, fostering a collaborative environment.
Consistently recognized for surpassing response benchmarks and key performance indicators, demonstrating a commitment to efficient problem resolution and exceptional customer service.
SENIOR CUSTOMER SUCCESS ASSOCIATE - WOLTERS KLUWER
(2021-09 - 2025-10)
Cultivated and maintained strategic relationships with a diverse client portfolio, including top-tier law firms and SMBs, delivering impactful legal and compliance solutions. Orchestrated cross-functional project execution, managing client requests via Salesforce CRM (over 15 cases per day) to ensure timely, high-quality service. Oversaw compliance operations for high-priority accounts, ensuring regulatory alignment and risk mitigation.
Applied consultative sales methodologies to identify client needs, enhancing retention and boosting revenue by 20%.
CUSTOMER SERVICE REPRESENTATIVE - CALL CENTER/OPTUM
(2018-12 - 2021-09)
Handled 50-70 inbound calls daily, providing tailored support and resolving complex inquiries. Documented interactions in NAVIGATOR for effective care coordination and case tracking. Acted as a Subject Matter Expert, mentoring colleagues and executing advanced claim overrides. Processed prescriptions through ORACLE, ensuring accuracy and compliance with healthcare regulations such as HIPAA/PHI.
Bachelor of the Arts - Communication Studies - California State University, Long Beach