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Natasha Fernandez

@natashafernandez

I build compliant, efficient customer operations through process design, automation, analytics, and account management.

Australia
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What I'm looking for

I'm looking to improve customer and business operations through process design, automation, compliance, analytics, and cross-functional team support.

At Trinity Plan Management, I built the compliance function from the ground up, reducing client approval timelines from five weeks to two while approving 300+ providers within NDIA and ASIC guidelines.

I've led daily task allocation and escalation support across Compliance and Customer Service, coached teams across functions, and reduced escalation volume by approximately 45%. I also re-engineered workflows and introduced Excel and CRM automation to improve accuracy across departments.

Previously at Homage and VendorPanel, I supported SaaS releases, reporting, account management, procurement workflows, and partner relationships across B2C, B2B, and B2B2C channels. My targeted engagement strategies contributed to a 173% increase in segmented monthly revenue by Q4 2023.

Experience

Work history, roles, and key accomplishments

TM

Consultant - Business Ops and Customer Service Specialist

Trinity Plan Management

Jan 2025 - Dec 2026 (1 year 11 months)

Team lead with 4 direct reports, managing daily task allocation and escalation support across Compliance and Customer Service. Built the compliance function from the ground up, cutting client approval timelines from 5 weeks to 2 weeks while approving 300+ providers within NDIA/ASIC guidelines.

TM

NDIS Plan Specialist and Support Officer

Trinity Plan Management

Jan 2024 - Dec 2025 (1 year 11 months)

Enhanced operational performance by re-engineering key processes and implementing automation through Excel/CRM solutions, reducing manual handling and improving accuracy across 3 departments. Facilitated training sessions to build team capability and executed daily client support and administrative responsibilities across multiple CRM systems.

Homage logoHO

Customer Engagement Associate

Homage

Jan 2022 - Dec 2024 (2 years 11 months)

Delivered cross-functional initiatives including User Acceptance Testing for SaaS feature releases, strategic reporting and analysis, and onboarding of new partner organizations across B2C, B2B, and B2B2C channels. Drove significant revenue uplift by prioritizing B2B/B2B2C relationship management, achieving a 173% increase in segmented monthly revenue by Q4 2023.

VendorPanel logoVE

IT Associate (Back Office)

VendorPanel

Jan 2022 - Dec 2022 (11 months)

Configured SaaS platform products and feature sets to meet procurement requirements across Australia and New Zealand, contributing to an 86% customer satisfaction rating and improved RFX workflow efficiency. Leveraged CRM/HRM applications to provide operational and analytical support to Customer Success, Sales, and Account Management teams.

Education

Degrees, certifications, and relevant coursework

Monash University logoMU

Monash University

Master of International Relations, International Relations

2019 - 2021

Grade: CGPA: 3.83/4.00

Awarded First Class Honours with a specialization in Policy and Security.

Monash University logoMU

Monash University

Bachelor of Arts and Social Sciences, International Relations and Communications

2016 - 2018

Grade: CGPA: 3.5/4.0

Activities and societies: Awarded the Monash High Achiever Scholarship 2018.

Awarded First Class Honours and Double-Majored in International Relations and Communications.

Tech stack

Software and tools used professionally

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