Brittany A. Sanchez
Menifee,CA
Summary
Professional with focus on onboarding processes, known for driving efficiencies and enhancing employee integration. Adept at fostering team collaboration and adapting to changing needs to achieve results. Skilled in communication, training, and systems management, ensuring seamless transitions and strong team support. Respected for reliability and results-driven approach.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Senior Onboarding Specialist (Promoted July 2025)
Staff Boom
01.2024 - Current
- Lead end-to-end partner onboarding from kickoff through go-live, managing implementation timelines and coordinating training, workflows, and operational readiness to launch partners within 5–6 weeks.
- Collaborate cross-functionally with Sales, Operations, IT, and international teams to coordinate system access, resolve implementation roadblocks, and ensure a seamless transition into ongoing operations.
- Develop and standardize SOPs, training materials, and onboarding documentation while analyzing performance metrics, identifying process gaps, and implementing improvements to increase efficiency and consistency.
- Serve as a key liaison between partners, executive leadership, and U.S. Operations, delivering end-of-month performance reports, communicating onboarding progress, and mentoring team members to support successful implementations.
- Oversee partner-specific training and team readiness for insurance-related tasks, developing customized workflows and ensuring representatives are prepared to support partner operations.
Customer Success Manager (Promoted From Client Onboarding Specialist II)
Houzz
10.2021 - 01.2024
- Promoted from Client Onboarding Specialist II to Customer Success Manager based on performance and account management excellence.
- Managed and onboarded 400+ interior design and contractor accounts, including high-spend portfolios.
- Served as the primary point of contact for client success, retention, and platform adoption.
- Educated clients on SaaS platform functionality, best practices, and optimization strategies.
- Exceeded monthly KPI goals by 125%.
- Led retention efforts and resolved escalated client issues.
- Built and maintained long-term client relationships and retained at-risk accounts.
Senior Sales Coordinator
Matti D
12.2020 - 10.2021
- Drove sales through personalized client consultations, styling recommendations, and relationship-based selling for a high-end clientele.
- Built and maintained strong relationships with clients by delivering tailored wardrobe solutions aligned with individual goals, lifestyle needs, and special events.
- Collaborated with internal teams to manage timelines, inventory availability, and service delivery.
- Provided a high-touch, concierge-level customer experience to retain clients and encourage repeat business.
- Contributed to a 20% increase in sales through strategic upselling, client retention, and exceptional service delivery.
Assistant Manager
Posh Paper
08.2016 - 09.2021
- Designed custom wedding invitations and stationery by collaborating directly with clients to understand their needs, deliver personalized designs, and build lasting relationships that encouraged repeat business.
- Managed daily business operations, including scheduling, cash handling, deposits, and financial recordkeeping, while independently overseeing store operations during owner absences.
- Coordinated inventory management, vendor relationships, and supply ordering to maintain product availability, support efficient operations, and ensure a well-organized retail environment.
- Coordinated events and represented the company at wedding expos, delivering a positive customer experience and maintaining brand standards across in-store and external events.
Education
Bachelor of Science -
California State University of Fullerton
Fullerton, CA01.2019
Skills
- Implementation & Project Management
- Performance & Process Improvement
- Project Management & Coordination
- Performance Metrics & KPI Tracking
- Client Retention & Engagement
- Relationship building
Certification
- Customer Success Certification
- Employee of the Year 2025 - Staff Boom
- Houzzer of the Quarter 2022 & 2023
Timeline
Senior Onboarding Specialist (Promoted July 2025)
Staff Boom
01.2024 - Current
Customer Success Manager (Promoted From Client Onboarding Specialist II)
Houzz
10.2021 - 01.2024
Senior Sales Coordinator
Matti D
12.2020 - 10.2021
Assistant Manager
Posh Paper
08.2016 - 09.2021
Bachelor of Science -
California State University of Fullerton