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Michele B. Email & Phone Number
KYC and EDD Specialist
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LinkedIn matched
✓ Verified Jul 2026
2 data sources
Profile completeness 86%
Current company
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Role
KYC and EDD Specialist
Location
San Francisco Bay Area, United States
Who is Michele B.? Overview
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Quick answer
Michele B. is listed as KYC and EDD Specialist based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Michele B..
Michele B. previously worked as Onboarding Specialist at Pilot.Com and Senior Support Specialist | Member Services at Pointcard™.
Profile bio
About Michele B.
I am excellent at customer relationships and amplifying the successes of my teammates. I love startups (and companies that mimic the culture). I worked at my first startup about 6 years ago and immediately fell in love with the environment. The entrepreneurial spirit and desire to innovate is unmatched! It’s rewarding to leverage my hospitality origins (at The Walt Disney Travel Company) to deliver world class service to clients. Some thoughts for the entrepreneur:- Your customers must be able to impact product development. Establish a feedback loop using your support team - they will often know about dissatisfaction ahead of anyone else. Dedicate a percentage of your sprint hours to customer feedback. Be consistent!- Encourage everyone in your organization to contribute insight. Notion has a great practice that they discussed at their Block by Block conference. Send me a message if you’d like the link.Final thoughts about me - I’m originally from the East Coast but followed my family to The Bay Area. I enjoy photography, traveling (that feeling when taking in a place for the first time) and listening to people's origin stories. On a regular day, you'll find me hanging out with my family (which includes my dog), reading a book or ingesting tons and tons of productivity content on YouTube.
Listed skills include Powerpoint, Social Media, Public Speaking, Digital Strategy, and 16 others.
Current workplace
Michele B.'s current company
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10 roles
Michele B. work experience
A career timeline built from the work history available for this profile.
Kyc/Edd Specialist
Conducting and documenting Source of Funds and US Nexus reviews
Onboarding Specialist
Managed and executed various projects to analyze and improve the company's onboarding and cross functional processes, identifying opportunities for automation and enhancements to the customer experience, contributing to increased customer satisfaction and retentionDefined and documented connections with new financial institutions, resulting in streamlined financial data integration and improved operational efficiencyUtilized excellent attention to detail and strong project management skills to juggle multiple projects, maintaining focus on timelines and progress without compromising communicationLeveraged a strong passion for customer success to deliver high-quality customer service, consistently going the extra mile to ensure customer satisfaction and loyalty
Dec 2022 - Jun 2023
Senior Support Specialist | Member Services
- Identify and document bugs and other service issues- Collaborate with Engineering to prioritize and resolve JIRA tickets- Build and improve escalation & issue tracking processes
May 2022 - Nov 2022
Member Support Agent
- Resolved guest inquiries and concerns by focusing on reducing customer effort- Acted as subject matter expert for our BPO partner agents- Created processes to streamline the support process
Mar 2021 - May 2022
Team Lead | Customer Experience
- Performed Guest Recovery and managed escalations- Coached agents on policy and best practices- Monitored service level and QA metrics
Oct 2019 - May 2020
Customer Experience Operations Agent
- Supported Lyric guests, vendors, building partners and internal team members with reservations, property concerns and guest emergencies.
Jul 2018 - Oct 2019
Shift Supervisor | Customer Experience
- Monitored and maintained service levels for phone, chat and email channels- Assisted agents with difficult guest contacts including escalations via phone, chat or email.- Trust & Safety decision making
Apr 2018 - Jul 2018
Customer Service Ace | Concierge
- Enhanced the guest experience by making relevant and interesting recommendations for dining, activities etc.- Relayed relevant guest feedback to the Product Team & Market Managers so that HT could meet and adapt to customer expectations.
Feb 2017 - Apr 2018
Coordinator | Operations
- Assisted sales agents with guest concerns, escalations and technical reservation challenges.- Managed the US Travel Trade Market- Maintained reports and spreadsheets regarding agent performance, Accounting and Travel Operations partners.
Jul 2014 - Jan 2017
FAQ
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What is Michele B.'s role at their current company?
Michele B. is listed as KYC and EDD Specialist.
Where is Michele B. based?
Michele B. is based in San Francisco Bay Area, United States.
What companies has Michele B. worked for?
Michele B. has worked for Pilot.Com, Pointcard™, Lyric, Hoteltonight, and Disneyland Paris.
How can I contact Michele B.?
You can use AeroLeads to view verified contact signals for Michele B., including work email, phone, and LinkedIn data when available.
What skills is Michele B. known for?
Michele B. is listed with skills including Powerpoint, Social Media, Public Speaking, Digital Strategy, Event Planning, Blogging, Digital Media, and Digital Marketing.
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