Open to opportunities

Anthony Ordonez

@anthonyordonez

Message

Customer Success professional driving retention and process improvements in fintech and SaaS.

United States

Message

What I'm looking for

I seek a remote Customer Success Manager role in fintech or SaaS focused on onboarding, retention, data-driven process improvements, and mentoring teams.

I am a Customer Success professional with a strong background in finance and banking operations, skilled at driving customer satisfaction and retention through data-driven process improvements and proactive issue resolution.

I have led high-value client consultations, achieved a 98% first-contact resolution rate, onboarded new customers end-to-end, and collaborated cross-functionally to reduce branch wait times and optimize customer journeys.

I mentor new hires, present data-backed insights to management, and ensure regulatory compliance and risk-aware service delivery; I am seeking a remote Customer Success Manager role in fintech or SaaS.

Experience

Work history, roles, and key accomplishments

Current

Associate Banker

Current

Chase

Jan 2024 - Present (1 year 8 months)

Led high-value client consultations achieving a 98% first-contact resolution rate, onboarded new customers and identified cross-sell opportunities, and collaborated to streamline transactional processes reducing branch wait times by 15% while ensuring regulatory compliance.

Customer Onboarding Account Management Cross Selling & Compliance Risk Management Process Improvement Client Engagement Banking Operations

Current

Customer Service Specialist

Current

AT&T

Jan 2022 - Present (3 years 8 months)

Resolved escalated customer support tickets using data-driven root-cause analysis to improve satisfaction scores, mentored 5+ hires to accelerate ramp-up, and optimized workflows reducing administrative processing time by 20%.

Customer Support Root Cause Analysis Mentoring Workflow Optimization CRM Data Analysis Process Automation Troubleshooting

Education

Degrees, certifications, and relevant coursework

Pasadena City College

College Coursework, General Studies

Pursuing coursework at Pasadena City College with anticipated completion in December 2026, focusing on topics relevant to finance and customer-facing operations.