Fortune 500 Financial SaaS company (36 experts, 2 team leaders, 2 SMEs)
- Pioneered the redesign of the support structure to implement a Lean Management System, driving $3.7M in potential savings from process improvements over 4 months. Key enhancements included optimizing the callback process, refining alert categorization, reducing transfers, and improving decision trees.
- Developed and implemented a consolidated data reporting system that integrated handle time, transactional net promoter scores, quality scores, and agent surveys. This reduced support scrubbing time by 87%.
- Developed and implemented a Slack bot to track both expert AHT (Average Handle Time) and SME (Subject Matter Expert) response times, leading to a 25% improvement in overall handle time efficiency.
- Consolidated reporting from multiple sources—handle time, TNPS, quality scores, and customer feedback—to identify key areas for improvement. Prioritized and categorized findings by impact, implementing targeted countermeasures that led to a 260% improvement in customer satisfaction scores.
Payroll SaaS company (196 experts, 14 team leaders, 16 SMEs)
- Empowered employees to take ownership of their roles, fostering increased accountability and driving improved performance. This initiative resulted in 100% coaching compliance, contributing to a 30% improvement in transactional net promoter scores (TNPS) and a 25% reduction in handle time.
- Facilitated cross-departmental collaboration and established clear communication channels to accelerate new hire training during peak season, reducing speed to proficiency from 3 months to 6 weeks.
- Created and implemented agent tools, including decision trees and workflows, to boost new hire performance by 70% in transactional ratings and reduce handle time by 10%
Account Escalations for a Fortune 500 SaaS Company (34 to 60 experts, 2 team leaders, 2 SMEs)
- Developed and implemented a Quality Sheet to measure key competencies—efficiency, accuracy, and responsiveness—of experts handling escalations, resulting in a 0% client escalation rate.
- Developed data reporting using Pivot Tables to analyze expert efficiency across various escalation drivers, enabling accurate headcount forecasting and generating $103K in annual savings.