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CRM Operations and Client Success Specialist
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Assistant Branch Manager — Operations & Customer Success
Management • Temps plein
Dec 2012 - Feb 2026 • 13 yrs 2 mos
Supervised and trained a team of 8-12 sales and operations staff ✅ Managed 200+ active client accounts from onboarding to completion ✅ Handled client complaints and escalations — converting dissatisfied clients into renewed business ✅ Identified upsell and cross-sell opportunities to add revenue ✅ Maintained CRM records, MIS reports and client status dashboards ✅ Ensured SLA compliance across operations and documentation teams ✅ Coordinated with finance, documentation and sales teams for smooth delivery