Yasmin Sfar

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• Kelly KelleyKelly Kelley

  <ul> <li>Designed and led post-sale client experience strategy for AI-adoption SaaS firm, improving adoption for clients by 5x over industry benchmark and achieving 69% product-market fit (Sean Ellis test) in the US.</li> <li>Spearheaded retention and expansion strategies through end-to-end user experience mapping and VOC insights, exceeding customer health score targets.</li> <li>Partnered with Product, Sales, and Marketing teams to translate client experience designs and feedback into technical requirements.</li> <li>Launched user and client experience enhancement initiatives that improved onboarding speed and reduced friction for enterprise clients.</li> <li>Built client success frameworks and success plans focused on renewal, upsell, and customer advocacy.</li> <li>Drove consensus on the customer experience vision across internal stakeholders through data reporting and live presentations.</li> </ul> at Multiverse / AdoptionAI<ul> <li>Designed and led post-sale client experience strategy for AI-adoption SaaS firm, improving adoption for clients by 5x over industry benchmark and achieving 69% product-market fit (Sean Ellis test) in the US.</li> <li>Spearheaded retention and expansion strategies through end-to-end user experience mapping and VOC insights, exceeding customer health score targets.</li> <li>Partnered with Product, Sales, and Marketing teams to translate client experience designs and feedback into technical requirements.</li> <li>Launched user and client experience enhancement initiatives that improved onboarding speed and reduced friction for enterprise clients.</li> <li>Built client success frameworks and success plans focused on renewal, upsell, and customer advocacy.</li> <li>Drove consensus on the customer experience vision across internal stakeholders through data reporting and live presentations.</li> </ul> at Multiverse / AdoptionAI

• Jeffrey StilesJeffrey Stiles

  <ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange

• Margaret McVanMargaret McVan

  Vice President of Client Experience at STRATA Trust CompanyVice President of Client Experience at STRATA Trust Company

• Abaan Amjad HussainAbaan Amjad Hussain

  <ul><li>Managed end-to-end client journeys across residential and commercial lighting projects, ensuring alignment of aesthetic design with technical feasibility.</li><li>Drove revenue growth and new business development through personalized client consultations, targeted relationship-building, and market exploration.</li><li>Supervised and delivered multiple high-value projects, collaborating with architects, designers, and procurement leads for flawless execution.</li><li>Mentored new team members, elevating overall team capability and customer engagement standards.</li><li>Played an active role in client feedback integration, contributing to continual process and strategy enhancements.</li><li>Entrusted with flagship accounts and time-sensitive, complex projects, reflecting strong leadership and problem-solving abilities.</li><li>Contributed to the optimization of showroom operations, enhancing brand image and improving customer experience.</li></ul> at ESQRO Lighting Co.<ul><li>Managed end-to-end client journeys across residential and commercial lighting projects, ensuring alignment of aesthetic design with technical feasibility.</li><li>Drove revenue growth and new business development through personalized client consultations, targeted relationship-building, and market exploration.</li><li>Supervised and delivered multiple high-value projects, collaborating with architects, designers, and procurement leads for flawless execution.</li><li>Mentored new team members, elevating overall team capability and customer engagement standards.</li><li>Played an active role in client feedback integration, contributing to continual process and strategy enhancements.</li><li>Entrusted with flagship accounts and time-sensitive, complex projects, reflecting strong leadership and problem-solving abilities.</li><li>Contributed to the optimization of showroom operations, enhancing brand image and improving customer experience.</li></ul> at ESQRO Lighting Co.