David Francis
@davidfrancis1
Bilingual Customer Success and Corporate Training leader with 20+ years driving retention, onboarding, and team excellence.
What I'm looking for
I’m a highly accomplished Bilingual (English/Spanish) Customer Success and Corporate Training Leader and US Army Veteran with over 20 years of experience driving client retention, team excellence, and high-value account growth. I build and mentor remote, hybrid, and international teams by fostering an empowering, collaborative culture rather than rigid top-down management. I’m expert in complex B2B stakeholder onboarding, high-level conflict resolution, and developing top-performing front-line service teams.
In my current role as an Implementation and Member Support Team Lead, I empower and mentor a remote, international member support team and lead weekly client onboarding and transition steering meetings with self-funded health plan stakeholders. As the organization’s customer experience subject matter expert in Pharmacy Benefit Management, I optimize standard operating procedures to elevate service delivery standards. Previously, as a Customer Service Supervisor, I led a hybrid multi-location team and protected and grew over $12 million in annual B2B sales through retention-focused client relationship strategies, recruitment, technical onboarding, hands-on skill development, and ongoing performance mentorship.
Experience
Work history, roles, and key accomplishments
Implementation and Member Support Team Lead
TransparentRx (FiduciaryRx)
Dec 2024 - Present (1 year 8 months)
Mentors a remote, international member support team and leads weekly client onboarding and transition steering meetings for self-funded health plans. Serves as Pharmacy Benefit Management subject matter expert, optimizing standard operating procedures to improve service delivery.
Customer Service Supervisor Latin America
RotoMetrics
Jul 2018 - Apr 2024 (5 years 9 months)
Leads and coaches a hybrid, multi-location customer service and order-entry team supporting award-winning account managers across Missouri, Georgia, and Mexico. Drives client retention strategies and manages end-to-end talent development to strengthen performance and service outcomes.
Business Account Executive
Spectrum Business
Jul 2017 - Jul 2018 (1 year)
Conducts client discovery with small-to-medium business leaders to design and present tailored telecom and data infrastructure solutions.
Bilingual Call Center Supervisor
Spectrum Business
Sep 2014 - Jul 2017 (2 years 10 months)
Supervises a bilingual team focused on inside sales and client care, using quality audits and coaching to support continuous development. Resolves high-level corporate escalations to save fragile contracts, restore trust, and improve long-term customer satisfaction.
Store Manager
Martin & Bayley
Apr 2010 - Jul 2014 (4 years 3 months)
Leads customer-facing retail operations with a focus on staff development and team building to improve the day-to-day customer experience.
Account Executive
Hav-A-Snack
Nov 2002 - Apr 2010 (7 years 5 months)
Nurtures and expands a regional B2B client portfolio by identifying shifting corporate needs and delivering custom account solutions.
Ground Radar Analyst
US Army
Jun 2001 - Nov 2002 (1 year 5 months)
Uses advanced technical radar systems and high-level analytical frameworks to deliver mission-critical, actionable intelligence under high-pressure conditions.
Education
Degrees, certifications, and relevant coursework
High School Diploma (Equivalent)
High School Diploma, High School
Earned a High School Diploma or equivalent education.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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