
Experienced operations and customer support professional with a strong background in onboarding and early-stage customer engagement across education and financial services. Skilled in guiding learners and customers through setup, orientation, and process understanding while managing complex cases and high-volume interactions. Known for clear communication, strong attention to detail, and a collaborative approach to delivering smooth, well-supported onboarding experiences.
• Initiate a successful learner journey by understanding individual learning goals and recommending the most suitable programs
• Nurture prospective learners through consultative discussions and support them through the enrollment process
• Act as the first and primary point of contact for newly enrolled learners during the initial stages of their journey
• Assist learners with setup and navigation of the Learning Management System (LMS), ensuring platform readiness and access
• Conduct personalized walkthroughs to help learners understand program structure, timelines, and expectations
• Facilitate introductions between learners and Program Managers, ensuring clarity on roles and ongoing support
• Address learner queries via phone and email, demonstrating strong product and process knowledge
• Drive early engagement and adoption of learning platforms by sharing best practices and usage guidance
• Collaborate with internal stakeholders to resolve onboarding issues and ensure a seamless learner experience
• Served as the first point of contact for card members, resolving account inquiries and providing guidance on digital platform setup and usage via phone and email
• Supported customer onboarding by helping users activate, navigate, and adopt American Express online tools and services
• Applied consultative selling techniques to identify customer needs and successfully upsell relevant products and services
• Managed end-to-end dispute and fraud case handling, including case filing, investigation, processing, and resolution
• Conducted outbound calls to collect additional documentation, clearly communicating next steps and managing customer expectations
• Demonstrated strong product, policy, and compliance knowledge while handling complex, sensitive customer issues
• Collaborated with cross-functional teams to resolve escalations and ensure timely, accurate case outcomes
Policy analysis
Program management
Proposal development
Teamwork