Relationship management
Build and maintain B2C and B2B relationships across web, phone, email, chat, and retail channels, with a focus on retention and account growth.
Customer Support · Sales Specialist · B2C/B2B CRM
20+ years across customer support, CRM, account management, and e-commerce in B2C and B2B settings.
I solve customer issues and improve the systems behind them.
With 20+ years across B2C and B2B environments, my background spans customer service, sales support, account management, CRM, e-commerce, and Software as a Service (SaaS).
I manage high-volume customer interactions with a focus on retention, repeat business, and account growth. Using Salesforce, Zendesk, HubSpot, Five9, and AI-assisted tools, I improve documentation, reporting, ticket routing, and escalation support.
Build and maintain B2C and B2B relationships across web, phone, email, chat, and retail channels, with a focus on retention and account growth.
Use Zendesk, Salesforce, HubSpot, and Five9 for routing, lifecycle tracking, documentation, and follow-up.
Use ChatGPT and Claude to develop client resources, support reporting, and improve consistency across onboarding, documentation, and escalations.
Customer support and client service across B2C and B2B environments.
Weekly client interactions across multiple accounts.
Monthly retail transactions with consistent KPI performance.
Salesforce-based account management for national brands.
Selected scope and results. Full details in the resume.
Rebel Digital
Selected clients: Commerce Dynamics (CDi), Vigorate Digital, and Broadplay Mobile
Manage high-volume B2C and B2B CRM support while coordinating Agile, Waterfall, and hybrid projects from discovery and requirements through development, QA, launch and reporting.
Arterra Wines Canada
Delivered high-volume retail service, product guidance, order support, and sales reconciliation.
N5R / Connectus
Selected clients: Jeep/Chrysler, NHL, BBDO, Kraft, Coca-Cola, Bank of Montreal
Managed acquisition, engagement, and retention for national-brand accounts, CRM programs, and CPG email and loyalty marketing campaigns.
Program requirements and solution planning
Selected project documents demonstrating how I translate business goals into structured requirements, plans, and delivery standards.
View 46-page document ↗Rebel Digital · Solutions Scope
Rebel Digital’s Solutions Scope outlines current best practices for a web and mobile redesign focused on improving user experience, content, functionality, and lead conversion for B2C and B2B marketplaces.
The 46-page document covers mobile-first responsive design, navigation, conversion strategy, scalable AWS and WordPress architecture, program requirements, roadmapping, documentation, QA, and delivery planning.
Public portfolio sample. Identifying client information has been removed.
University of Toronto
Microsoft
Project Management Institute
Professional profile
Customer support, CRM, sales support, account management, and digital project delivery across B2C and B2B environments.
Salesforce, Zendesk, HubSpot, and Five9, supported by AI-assisted documentation, reporting, onboarding, and escalation workflows.
Selected Work includes a 46-page web and mobile redesign scope covering requirements, roadmapping, AWS and WordPress architecture, QA, and launch planning.
Toronto-based and remote roles in customer support, CRM, client service, sales support, and related digital operations.
Toronto, Ontario
Available for Toronto-based and remote roles in customer support, CRM, client service, and sales support.