Client Operations professional with 5+ years of experience managing agency and client relationships internationally. Onboarded 2,000+ digital agencies at DesignRush, overseeing the full client lifecycle from engagement to activation. Skilled in HubSpot and Salesforce, with a strong track record in client coordination, payment recovery, and account management.
Experience
DesignRush
Nov 2022 – Present
Remote
Agency Relationship Specialist
Successfully onboarded 2,000+ digital agencies over 3 years, managing the full onboarding lifecycle from initial outreach to account activation.
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Serve as the primary point of contact for agency partners internationally, ensuring consistent engagement, satisfaction, and long-term retention.
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Coordinate communications and account updates for a large agency portfolio, maintaining accurate records and ensuring timely follow-ups.
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Support agency partners through proactive outreach, addressing inquiries and resolving concerns to strengthen long-term partnerships.
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Maintain organized documentation and communication logs using HubSpot to ensure alignment and transparency with agency clients.
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Utilized ClickUp to assign and track agency-related tasks across internal teams, ensuring accountability and timely resolution.
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Collaborate with internal teams to ensure smooth service delivery and resolve operational issues promptly.
Motive (formerly KeepTruckin)
Nov 2021 – Nov 2022
Remote
Collections Specialist
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Managed end-to-end payment recovery for US and Canadian customer accounts via phone and email, consistently meeting collections targets.
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Resolved billing inquiries, payment declines, and account disputes using Salesforce and Zuora, improving customer satisfaction and recovery rates.
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Investigated and reconciled invoices, payments, refunds, chargebacks, and credits across customer accounts to ensure data accuracy.
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Reviewed and recommended improvements to collections SOPs, supporting process efficiency and compliance.
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Ensured accurate month-end close procedures and provided timely collections reporting and forecasting to management.
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Collaborated cross-functionally with Sales, Customer Success, and Finance teams to resolve outstanding balances and prevent churn.