Administrative and Support Services
Financial Services
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Active

Diego

Customer Success & Ops Manager | Onboarding Pro | Builder of High-Performing Teams

Jurisdiction

Spain

Experience

Seniority LevelMid-Senior level
Years of Experience6-10 years
Current StatusActive
Operations & Client Success Manager
2024 - 2025

Led US ops & end-to-end client delivery for high-value portfolios (€2M €35M ARR). Designed scalable SOPs, onboarding frameworks, & dashboards that improved visibility, communication, & data accuracy. Managed performance reviews, KPI´s, and continuous improvement initiatives. Acted as strategic partner to executives, driving retention & growth opportunities while handling sensitive financial and corporate data with high discretion.

Account Manager & Client Success
2024 - 2024

Owned lifecycle management for 18+ executive clients, coordinating with global virtual teams and VIP workflows across time zones. Increased adoption & retention by standardizing onboarding processes & reporting structures. Improved operational efficiency, enabling consistent delivery of high-impact support services and enhancing NPS and engagement.

Customer Experience Manager
2023 - 2023

Directed EMEA region SaaS-like CX ops in a high-volume digital environment, optimizing response SLAs, ticket routing, & fraud/security compliance processes. Partnered with support & finance to resolve escalations & enhance customer trust. Leveraged data insights to reduce TATs and upgrade service consistency across international customer segments.

CX Training, QA & WFM Lead
2021 - 2023

Led ops frameworks for ride-hailing and delivery businesses across LATAM. Developed QA programs, performance scorecards, & knowledge systems to improve compliance & reduce ops error rates. Managed team readiness, scheduling, & capacity planning while supporting expansion initiatives in fast-growing markets. Strengthened brand reputation through consistency & service quality.

Operation Manager
2016 - 2020

Oversaw ops for global tech & insurance clients, managing large cross functional teams and high value account. Implemented Lean Six Sigma initiatives to streamline processes, enhance SLA performance, & safeguard customer satisfaction. Owned client reporting, escalation management, & strategic communication with senior stakeholders. Ensured confidentiality & excellence in mission-critical environments.

Education

Degree of Business MarketingUniversidad Dr. José Matías Delgado
2005 - 2009

Skills

Core skills0
Languages2

Languages

English
Spanish