Head of Client Success Nomad Capitalist
Lead a 15-person Client Success function across three teams serving 126 high-net-worth international clients. Own the Client Success strategy and operating model, aligning service delivery with retention, customer experience, and commercial growth priorities.
Standardized the client lifecycle across onboarding, handovers, implementation, at-risk management, and ongoing support. Established reporting for client health, service performance, capacity, delivery risks, and revenue opportunities, and led the transition of operations to HubSpot and Notion.
Develop Case Officers and Team Leads through coaching, performance frameworks, recruitment, and succession planning. Created policies and workflows for unresponsive, paused, and high-risk clients to enable earlier intervention and consistent risk management.