RooCruit Candidate:
Roo1316
Interested in possibly hiring this candidate?
Simply click the link below to book a call with the team
About the Candidate
Versatile Client Success & SaaS Operations Leader with 17+ years’ experience across property, digital marketing, and tech sectors. Proven track record in scaling operations, leading cross-functional teams, and managing high-volume client portfolios across 8+ branches. Adept at driving process improvements, onboarding, training, and business growth through strategic customer engagement and data-driven insights. Trusted to lead HR, compliance, and acquisitions initiatives in remote and high-pressure environm
Area of Expertise
SaaS Onboarding/Support, Customer Success, Financial Administration, CRM/Project Management, Data Migration/Onboarding, Compliance/Reporting, Training/Technical Writing
Experience & Availability
International Experience:
Yes
Availability:
10, 20 or 40 hours a week
Years Experience:
15
Current and Previous Roles:
Relevant Experience
Job Title: Expert care desk
Duration: 15
Key Responsibilities: I served as the first point of contact for agent support, delivering high-touch service in a fully virtual, cloud-based environment using proprietary systems, nCino, and HubSpot to manage agent communication, task queues, and client records.
Supported real estate operations by managing listing documentation, compliance tracking, and transaction timelines.
Ensured that documentation flows and internal communications were consistently logged and followed through within the CRM.
Coordinated scheduling, status reporting, and administrative task tracking across the CRM for multiple agents and offices.
Maintained CRM data hygiene and supported automated reminders and contact workflows.
I collaborated with cross-functional teams to streamline operations, developed support materials, and identified opportunities for service improvement to enhance the overall agent experience.
