
Timeline
About me
Customer Success Manager at The Walt Disney Company
Education

Cal poly pomona
2002 - 2006Bachelor of science (bs) communication, generalActivities and Societies: Captain/President of the Cal Poly Pomona equestrian team
Experience

Fairplex
Jun 2006 - May 2007Horse racing office assistant• Assisted with daily responsibilities of racehorse office• Kept an updated log of horses coming in and leaving the property• Assisted in organizing the trainers on the property and helping with their office needs• Assisted with the organization of the racehorse barns during the LA county fair

Cru global
Jan 2009 - Jan 2012• • Partnered with college students to build and strengthen Cru Global’s campus programs• Managed students and staff to determine and execute strategic objectives for the organization• Organized weekly campus meetings and program related events• Planned 2-3 seasonal retreats and conferences per year for nearly 90 students• Prepared students for life after graduation through weekly, individualized sessions • Managed campus finances by creating, implanting, and tracking budget• Assisted in the hiring process for new employee applications• Trained new employees in the field Show less • Operations Director for a six-week summer project to the Dominican Republic • Created a trip budget, processed financial donations, and managed finances totaling around $70,000• Verify available funds, used budget-tracking tool, and dispense funds properly • Record charges, refunds, and tracked all available funds• Reconciled account and recorded data into financial system at the end of the six-week trip.• Reviewed applications and participated in team selection• Handled travel arrangements, lodging, meals, for all participants for the duration trip• Developed and executed itinerary, which included service projects and cultural education• Pioneered a new area for Cru Global in the Dominican Republic and set plans in place for continued growth the new area Show less
Senior Staff
Jan 2007 - Jan 2012Summer Project Operations Director
Jan 2009 - Jan 2010

Cru global
Jun 2012 - Sept 2012Director of financial operations• Managed and Directed 10 summer project team Operational Directors• Guided Directors to collect and process monetary donations totaling $50,000-$150,000 per team• Guided Directors to verify available funds and use budget tracking tool to dispense funds properly• Managed Directors in recording charges, refunds, and all money spent

Provisors
Oct 2012 - Jan 2019• Participates in the evaluation of business processes and the development and implementation of technology solutions• Assists with prioritizing CRM and member facing website initiates based on business needs and requirements• Participates in ongoing reviews of business processes and develops optimization strategies• Perform quality assurance testing of the CRM and website• Create training documents for internal and external users• Works closely with clients, technicians, and managerial staff• Serves as a liaison between stakeholders and users Show less • Provide day‐to‐day leadership to a small team of Members Services Representative• Developed process controls and metrics for daily management of operations• Implemented performance evaluations and performance improvement plans• Managed hiring and onboarding of new team members and termination, when appropriate• Led team meetings and organized team building events• Resolved customer service issues• Issued performance driven bonuses and salary increases • Ran monthly raw data reports and converted into usable data for CEO and board of directors• Worked with app developer to create program to enhance member experience and staff productivity Show less • Provided operational customer service at an individual level to 1200 members in the Los Angeles region to add value to their ProVisors membership• Served as a conduit for members to connect with each other to maximize their member experience• Worked closely and effectively with regional staff and Group Leaders• Manage website information, such as generating member reports, editing member profiles, and updating group information• Consistently met or exceeded 80% regional membership retention • Performed monthly new member onboarding trainings• Ensured optimum member satisfaction by calling members throughout their membership lifecycle• Assisted in the member renewal process, including quality checks, delinquent payments, and member dismissal • Manage and attend specific events such member workshops, group meetings, and networking functions in the region.• Track and maintain annual budget for 50 groups. Show less
Business Analyst
Mar 2017 - Jan 2019National Affinity Group Development Manager
Sept 2016 - Dec 2017Member Services Supervisor and Manager (Promoted after 18 months)
Apr 2014 - Aug 2016Member Services Representative
Oct 2012 - Apr 2014

The walt disney company
Jun 2019 - nowCustomer success managerAs part of the Customer Success team I help teams communicate, create, share, and collaborate using the tools that work best for their needs.
Licenses & Certifications
- View certificate

Smartsheet product certified user
SmartsheetDec 2020
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