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Shelley Lee
Customer Success Director
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Shelley Lee

Customer Success Director
Shelley Lee is a seasoned Customer Success professional with over a decade of experience in customer-centric roles across various sectors including technology and finance. Known for her leadership acumen, she has a proven track record of restructuring customer service teams, implementing innovative programs, and driving both customer satisfaction and revenue growth. As a Customer Success Director at CuboAi, she successfully restructured the team to improve efficiency by 58% within 4 months. Shelley has a unique blend of expertise in operations, sales, and cross-functional management that positions her as an ideal candidate for a Project Manager or Customer Success role.
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CuboAi 智慧寶寶攝影機_雲云科技股份有限公司
University of British Columbia
Taiwan

Professional Background

  • Current status
    Employed
  • Profession
    Project Manager
    COO, Chief Operation Officer
    Customer Service Manager
  • Fields
    Artificial Intelligence / Machine Learning
    Consumer Electronics
    Information Services
  • Work experience
    More than 15 years (More than 15 years relevant)
  • Management
    I've had experience in managing 15+ people
  • Skills
    Communication
    Negotiations
    Trustworthy
    Leader
    CRM
    Competitive Marketing Strategies
    Leading Cross-Functional Teams
    Operational Risk Management
    Increasing Sales Revenue
    Agile Project Management
  • Languages
    English
    Native or Bilingual
    Chinese
    Native or Bilingual
    Japanese
    Beginner
  • Highest level of education
    Master

Job search preferences

  • Desired job type
    Full-time
    Interested in working remotely
  • Desired positions
    Business Development, Product Manager, Project Management, Business Operations, Process Design
  • Desired work locations
    Taipei City, Taiwan
    Canada
    Singapore
    Hsinchu, Hsinchu City, Taiwan
    Taoyuan City, Taiwan
  • Freelance
    Part-time freelancer

Work Experience

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Customer Success Director

Jun 2022 - Present
Taipei City, Taiwan
Customer Success: ** Restructured the 3 regional teams from agents only to a 3 layer hierarchy structure and introduced a PMO team to improve the overall efficiency by 58% within 4 months. Improved AHT from 87 to 17 mins and less than 60 mins for TTFR KPI. ** Designed and implemented an internal "MVP" career program and successfully trained and promoted 4 agents to SME (Subject Matter Experts) within 2 quarters, accounting for 20% of the total team members who would get a chance to be promoted. ** Identified the loopholes in the warranty services, reorganized the policies, and redesigned comprehensive terms to reduce redundant costs and shorten the RMA process. ** Develop and implement customer service-related programs and strategies to enhance customer experience. ** Coordinate and collaborate cross-functionally to address complex customer issues and concerns. ** Manage all aspects of incoming customer service operations, including developing and implementing policies and procedures. ** Control resources and utilize assets effectively to achieve qualitative and quantitative key performance indicators (KPIs) and monthly service level targets. ** Sales and revenue growth for the upselling sector Develop and implement effective upselling strategies to increase revenue from existing customer accounts. Increased upselling revenues by 22% within 2 months by defining the Target audience segments for individual products and services, designing the EDM (Electronic Direct Mail) and creating a Data Studio Dashboard to monitor the traffic, open/click rate and optimize the campaign programs. ** Collaborate with the marketing and product teams to create compelling campaigns and promotions to support upselling initiatives. ** Analyze customer data and market trends to identify potential upselling opportunities and customer segmentation strategies. ** Provide feedback and recommendations to the product team based on customer insights and market feedback. ** Present and promote the additional features, accessories, and services of the CuboAi baby monitor to customers. ** Negotiate pricing and contract terms to secure upselling opportunities while maintaining a win-win relationship with customers

Regional Customer & Operation Manager

Sep 2019 - Sep 2021
2 yrs 1 mo
● CRM project lead and successfully integrate SAP and Magento ordering system to consolidate customers' profiles and shopping behaviour in one database. It resulted in increasing sales revenue by 17% in the following quarter. ● Established universal Standard Operation Procedures SOP for the customer service and operation team. ● Identify the service scopes, design project plans to launch service in a new marketplace and business localized project implementation ● Design BCP Business Continuity Plan to be guidelines for operational risk management. ● Manages cross-region customer care and operation team's in New York, Taipei and Vancouver Lead team size for 10 to 15 people to support 24 hours service. ● Lead an in-house team with 3 agents to cooperate with the customer service team to boost upselling performance. ● Wear Project management roles in charge of the business acquisitions and due diligence. Review finance records and accounting flows to meet the company's Business Control requirements.

Regional Project Operation Manager

Mar 2018 - Sep 2019
1 yr 7 mos
● In charge of cross regions project implementation for South Asia, North America, and Pacific regions (Australia and New Zealand) markets ● Responsible for workforce management to utilize human resources and employee working performance ● Design and present business process outsourcing (BPO) projects featuring customer service solutions ● Utilize SQL and run a query to build a data analysis model for sales and service volume to adjust manpower strategies.

Call Center Manager

Jul 2016 - Oct 2017
1 yr 4 mos
● Established the first contact center in Asia and successfully made it a role model offshore contact center for the South Asia markets. ● Support sales teams to close contacts with top Taiwan’s top 3 telecom companies in the first year of the office was established. ● Grew the team size from 6 to 22 within 6 months, and actively managed team size is around 40 to 55 people. ● Integrated customer service and upselling function to boost overall sales performance by 23%, and reduced customer churn rate by 56% in the first financial year.

Account Manager

Oct 2015 - Jul 2016
10 mos
● Coordinated cross-functional teams, including hardware, financial and back-office support to design and deliver varieties of business solutions for the local companies and enterprises. ● Optimized internal service flows to shorten the overall processing time by 45% from 2 weeks to 7 days. ● Managed small businesses clients and closed an average of 22 contracts, NT$ 6M ● Managed projects of diversified service support, online contract signing platform, and others to increase market share

Team Leader and SEO Specialist

Nov 2013 - Aug 2014
10 mos
● Managed a strategic partnership project for Microsoft and Yahoo! to access the Taiwan SEO market ● Consolidated and aligned different business cultures between Yahoo! and Microsoft to streamline the internal operating processes, enhanced the efficiency by 17% and saved cost by US$ 16K annually. ● Designed and implemented customer service SOP and combined upselling procedures to expand the team's service scope. Simply the performance metrics and maintained the KPIs above the targets. ● Developed competitive marketing strategies to increase business revenue (27%)

Operation Administrator & Foreign Tax Consultant

Mar 2006 - Mar 2012
6 yrs 1 mo
● Supported the local Treasury team to enhance inter-corp. tax processes and communication with the local tax bureau. ● Established effective internal communication channels for service delivery, sales, financial and operation teams to expedite contract signing processes and transparent ● Utilized SQL data analyzing skills to consolidate information in any available resources. ● Collaborated with cross-regional legal teams, sales teams, finance teams, and CPA firms to process heavy tax and policy documents.

Customer Service Leader

Nov 2003 - Feb 2006
2 yrs 4 mos
● Established the first local customer service team to support the client standing grounded in Taiwan searching engine market ● Designed and executed automation system to improve online service first response rate by 93% ● Expanded the customer service support team two times bigger in 6 months

Education

Master of Business Administration (MBA)
Master of Business Administrator
2011 - 2013
Master of Business Administration (MBA)
Master of Business Administrator
2008 - 2010