Stephanie Dapavo Email & Phone Number

Vancouver, BC, CA

- Creating and executing all training to onboard new customers and further develop our existing customer's knowledge of our platform.- Reporting onboarding data, trends and findings to iterate and tailor our processes for a more successful implementation of our platform.

Vancouver, British Columbia, Canada

- Time to value approach averaging 20-25 clients ($0.8-1million) within a 90-day onboarding- Set up 62 new clients over 1.5 years with technical set up, training and best practices- Started and ended off the onboarding process with strategic discovery aligned with client goals and usage

Vancouver, British Columbia, Canada

Onboarding clients, driving utilization, and hosting workshops. Our data driven teams lead with our client's strategic priorities in mind to maximize retention.

Vancouver, Canada Area

-Managed the transition from Sales to Onboarding and long-term client success-Advised and educated team members on client escalations, tailored email responses and customized presentation decks-Setup and trained client’s on utilization of new softwares and the benefits and efficiencies of technology in the accounting industry-Handled client escalations.

Vancouver, Canada Area

-Managed 138 clients of existing business at a 91% retention rate ($850,000)-Worked with clients to create promotional strategies to maximize the utilization of their benefits package-Spoke at wellness fairs and held orientations, educating clients-Hosted annual reviews and provided recommendations for upsell opportunities

Vancouver, Canada Area

- Supporting clients, helping setup client accounts and answering questions- Averaging 50 interactions (calls/emails) day to day-Taking on 18 new accounts in the last quarter, achieving 100% of quota- Building a brand strategy and following by managing online social media channels,determining a tone for the ‘voice’ of the company- Researching, writing and.

Toronto, Canada Area

- Managed a team of four- Collaborated with Product Managers to launch and develop a Payments Platform in the United States- Worked on the migration efforts from our previous Payments provider, Stripe, to migrate over 20,000 merchants processing over $67 million USD- Achieved 102% of payment objectives in the first month set by Wave’s Investment Board.

Toronto, Canada Area

- Communicated with the small business community to assist in their Payroll, Accounting and Payments needs- Worked on a beta experiment to explore new revenue earning opportunities in the bookkeeping space- Headed, launched and lead a phone support line named ‘Premium Services’, giving Wave Customer Success a ‘voice’ and earning on average $8,000+/month in.

Toronto, Canada Area

Revised and updated the Fraud detection procedures document to 10% of the original document as relevant current procedures.Gained knowledge of several secure systems used to detect/prevent fraud (Voltage, eChamps, Falcon, Whirl).Retained files to better manage group procedures according to the Canadian Banking standards.

Vancouver, Canada Area

Supported various e-Business projects aimed to improve customer experience and enhance functional capabilities within Internet Banking and Mobile Banking.