Skip to main content
David FrancisDF
Open to opportunities

David Francis

@davidfrancis1

Bilingual Customer Success and Corporate Training leader with 20+ years driving retention, onboarding, and team excellence.

United States
Message

What I'm looking for

I’m looking for a Customer Success leadership role where I can build high-support remote teams, own complex B2B onboarding and escalations, and develop others through coaching—not top-down management—while driving retention and account growth.

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

TF
Current

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.

RO

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.

Education

Degrees, certifications, and relevant coursework

HE

High School Diploma (Equivalent)

High School Diploma, High School

Earned a High School Diploma or equivalent education.

Tech stack

Software and tools used professionally

Get matched with your dream remote job

Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan