Customer Success Manager
Propel is a financial technology company that creates products that serve to improve the financial health of low income Americans. I worked directly with the mobile app and debit card product teams providing affordable mobile banking.• Contributed to 3 key product features such as automated bank statements, enhanced FAQ landing page, and customer journey login flow.• Creation of first ever internal CX Escalations communications process to address product improvements that reduced customer churn by 20%.• Oversaw training of 18 customer service agents and 2 Customer Success Managers in troubleshooting mobile app and debit card products.• Designed over 30 internal documents, application visualizations, and product troubleshooting workflows.• Effectively executed 5 customer retentions a month through up-selling card features, fee negotiations, and product offerings.