Customer Support Specialist, TeamLead
PitchBook Data
Nov 2023 - Nov 2024 (1 year 1 month)
• Acted as primary escalation point for a 100+ member team, resolving 20 complex issues daily across platform navigation and workflow execution using Salesforce case, chat, and call tracking; • Developed and optimized internal support enablement assets, including workflow FAQs, SOPs, and escalation protocols, to streamline onboarding and drive operational consistency; • Trained multiple team members on key workflows such as including platform searches, chat/email procedures, client training calls, and Excel formula conversion; • Provided on-site leadership for 3 team members, ensuring workflow execution and performance continuity; • Managed real-time support queue distribution through Salesforce; ensured 97%+ SLA compliance across 70+