I’m seeking a senior role where I can lead cross-functional initiatives at the intersection of AI product development and customer success. I bring hands-on experience in systems architecture, client onboarding, and automation strategy—and I’m excited to help innovative teams build scalable solutions that drive value for both users and the business.
Malik Bassett
@malikbassett
AI Architecture Specialist with a focus on client success and automation.
What I'm looking for
I am an AI Architecture Specialist with a strong foundation in client success, systems design, and automation across fintech and edtech. My recent role at Elite Trader Accelerator involved leading the rollout of Lexi Bot, an AI support assistant that significantly reduced manual support volume by over 60% within three months. I also developed a client retention automation system that increased retention by 25% in Q1 2024 through personalized follow-ups and review prompts.
My experience includes streamlining workflows and building SOPs to support multi-million-dollar policies at Raymond James, where I improved case accuracy and reduced document turnaround time by 35%. I have a proven track record of enhancing client communication and satisfaction through innovative solutions and collaboration with cross-functional teams.
Experience
Work history, roles, and key accomplishments
AI Architecture Specialist | CSM
Elite Trader Accelerator
Sep 2023 - Present (1 year 8 months)
Led the rollout of Lexi Bot, an AI support assistant, which significantly reduced manual support volume by over 60% within three months. Developed a client retention automation system that boosted retention by 25% in Q1 2024 and designed onboarding flows that cut new user activation time by 40%.
Streamlined life insurance case processing workflows, reducing document turnaround time by 35% through improved intake systems. Built Standard Operating Procedures (SOPs) for multi-million-dollar policies, enhancing accuracy and compliance. Audited and restructured internal file management, leading to faster underwriting approvals and consistent client communication.
Reduced average client response time by 40% through SOP creation and internal escalation mapping. Built night-shift support protocols, stabilizing performance across high-volume crypto communities during market volatility. Collaborated with moderation and product teams to streamline feedback loops, improving reported issue resolution rates by 25%.
Education
Degrees, certifications, and relevant coursework
Morehouse College
Business & Communications
2017 - 2019
Selected as student liaison to Genentech, facilitating collaboration on innovation projects between corporate leadership and student-led teams. Contributed to the launch of an early-stage student startup, gaining hands-on experience in product operations, market research, and user feedback integration.
Availability
Location
Authorized to work in
Website
malikcx.comPortfolio
malikcx.com/portfolioSalary expectations
Social media
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