Onboarded and trained 150+ clients since January 2022, ensuring timely delivery of expert services and fostering long-term client relationships.
Provided post-implementation guidance and collaborated with project team to seamlessly integrate modules, resulting in increased client satisfaction and revenue growth.
Assisted account executives in delivering targeted solutions to strengthen client relationships.
Served as primary point of contact, building positive client relationships for successful project outcomes.
Managed project timelines and ensured on-schedule delivery of services and smooth onboarding process through effective project management skills.
Small Business Team Lead
Rise People
06.2019 - 10.2021
Successfully onboarded 600+ clients onto the free platform, Rise Lite, personally leading implementation and support for small businesses with fewer than 20 employees.
Demonstrated strong leadership by effectively managing and mentoring two team members as head of the small business team.
Independently managed the free platform during the COVID-19 pandemic for seven months, including daily four-hour live chat support, support ticket handling, and new client onboarding, maintaining high-quality service.
Received the annual "Above & Beyond" award in 2020 for outstanding performance and unwavering commitment to client satisfaction.
Instrumental in leading the transition from the free platform (Rise Lite) to the new paid platform, resulting in a successful retention of over 1,000 clients amidst the elimination and replacement of the free platform, resulting in $50,000 in new Monthly Recurring Revenue (MRR).
Client Success Associate (Implementation Operations Lead) Associate Data Analyst at Optum Tech, Part of UnitedHealth GroupClient Success Associate (Implementation Operations Lead) Associate Data Analyst at Optum Tech, Part of UnitedHealth Group