At HighLevel, I guide customers through end-to-end implementations, from discovery and process mapping to CRM configuration and go-live. I configure pipelines and automation workflows, and help set up funnels, booking systems, and email and SMS campaigns.
I also configure HighLevel AI Agents for calls, texts, and website chat, and advise customers on ways to improve adoption and retention. At Native Teams, I delivered onboarding and product education for B2C SaaS clients and maintained 95%+ CSAT while handling escalations.
At Plum Benefits Private Limited, I managed reimbursement claims and resolved GPA and GTL cases, closing 2000+ claims while maintaining NPS 75%+ and achieving 100% quarterly OKRs. I partnered with product and engineering on Claims 360, a Zendesk-integrated tool, and contributed customer requirements and UAT feedback.
