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Orlando O

Fractional Customer Success Leader | CX & Retention Strategist

About Me

I help SaaS and service-based companies keep their customers longer, reduce churn, and build scalable customer success systems — without the cost of a full-time executive. With 20+ years of global leadership in customer experience, BPO, and SaaS operations, I’ve built and led teams for companies like Loadlink, Ruby Life, and Teleperformance, managing everything from onboarding and retention frameworks to AI-powered support automation. 🔑 What I bring: • Proven record of reducing churn & improving retention • Scalable onboarding & support frameworks • AI automation (Zendesk, HubSpot, Retool, knowledge bases) • Leadership across 24/7 global support teams 💡 I currently offer Fractional Head of Customer Success services for growing SaaS and service businesses looking to scale customer operations, retain more clients, and drive long-term revenue. 📩 Let’s connect if you want your customers to stay, succeed, and grow with you.

Jurisdiction

Canada

Experience

Seniority LevelExecutive
Years of Experience20+ years
Current StatusActive
Head of Customer SuccessLoadlink
2021 - 2022

Led the design and execution of a customer success strategy that spanned onboarding, retention, and support, driving measurable improvements across the entire customer lifecycle. Partnered closely with Sales, Product, and Marketing to deliver seamless onboarding experiences, improve adoption, and build scalable CS processes aligned with business growth. Spearheaded the rollout of a new workforce management (WFM) model to optimize resource allocation and elevate team performance.

VP Customer Service OperationsRuby Life
2018 - 2021

Led global post-sales operations across 50+ countries and 15 languages within a 24/7 omnichannel environment. Directed support, moderation, and customer experience functions with a focus on driving retention, loyalty, and product adoption at scale. Collaborated cross-functionally with Product, Engineering, and QA to improve customer outcomes and embed customer feedback into roadmap planning. Oversaw the rollout of advanced WFM tools and AI-driven frameworks to improve service quality and operational resilience.

Vendor ManagerJust Energy
2017 - 2018

Oversaw third-party BPO relationships across North and Central America, supporting customer operations in the U.S., Panama, El Salvador, and Canada. Drove performance through governance frameworks, SLA management, and partner enablement strategies that improved customer experience and operational consistency. Worked closely with Workforce Management teams to ensure optimal coverage across nine contact centers.

General ManagerTeleperformance Canada
2014 - 2016

Directed national customer experience operations across voice, chat, email, and social channels, with full accountability for service delivery, customer satisfaction, and team performance. Built and scaled high-performing CX teams, implemented customer feedback loops, and drove strategic initiatives to improve retention, reduce churn, and enhance NPS across key accounts.

Operations Director NearshoreTeleperformance Mexico
2013 - 2014

Led nearshore customer operations across LATAM, overseeing service delivery, QA, training, and financial performance to ensure seamless execution across strategic client accounts. Focused on improving customer satisfaction, reducing churn, and building scalable, cross-functional teams to support long-term client success.

Country DirectorTeleperformance Romania
2010 - 2012

Directed overall business strategy, customer operations, and P&L management for the Romanian division, with a focus on customer satisfaction, operational excellence, and cross-functional alignment. Oversaw all key functions—including sales, finance, recruitment, and delivery—while building scalable support models and expanding vertical diversity to drive client success and market growth.

Education

Masters of International BussinesMcGill University
2000 - 2002
Degree of EngineeringUniversidad Bicentenaria de Aragua
1990 - 1996

Skills

Core skills6
Languages3

Skills

- Customer Success Strategy
Churn Reduction & Retention
Customer Experience (CX) Design
AI & Support Automation
SaaS Operations & Scaling
Fractional Leadership

Languages

English
French
Spanish

Services