Dor Sharon # Customer Success Leader Location IsraelDesired Salary UnspecifiedWork preference Full TimeLinksNot setStatus Actively looking Field / Industry Customer Success * SharePreferences:Relocation: NoNotice Period: ImmediateSkill Assessments:This user has not passed any tests yet Languages: English - Hebrew - Report [Overview](#overview) * [Portfolio](#portfolio) ## About Me I am a strategic and data-driven Customer Success Manager with over 10 years of experience in FinTech and digital platforms. I have a proven track record in onboarding, retention, and customer education. My expertise lies in AI-powered automation and customer journey optimization. I am adept at leading cross-functional teams, building scalable success processes, and aligning product features with customer needs. I am passionate about delivering measurable business value, improving customer health scores, and maximizing lifetime value. ## Skills ### [Project Management](https://jobicy.com/talent/project-management.md)[Salesforce](https://jobicy.com/talent/salesforce.md)[Data Analysis](https://jobicy.com/talent/data-analysis.md)[Team Management](https://jobicy.com/talent/team-management.md)[Mentoring](https://jobicy.com/talent/mentoring.md)[Client Relationship Management](https://jobicy.com/talent/client-relationship-management.md)[Onboarding](https://jobicy.com/talent/onboarding.md)[Customer Journey Mapping](https://jobicy.com/talent/customer-journey-mapping.md) ## Experience Customer Success & Strategic Partnerships Manager @ Current Company 2018 - Present Spearheaded customer success strategy across financial products, maximizing client benefits and digital adoption. Launched a self-service reservist portal, resulting in a 2× increase in user engagement within 3 months. Designed and deployed a digital consultation calendar, reducing meeting setup time by 50%. Collected and analyzed client feedback to refine product features and improve support workflows. Recruited, mentored, and managed a cross-functional team for service delivery, support, and education. Acted as liaison with tech teams, external partners, and military commanders to ensure operational alignment. Head of Premium Services & Sales @ Psagot Investment House 2016 - 2018 Led premium service operations for strategic, high-value clients in the financial sector. Developed retention strategies and managed customer escalations to improve satisfaction and value delivery. Rebuilt sales compensation model, increasing team quota attainment by 35%. Directed digital transformation project for customer portfolio management from UI/UX to production. Managed onboarding, training, and development for 20+ service agents, reducing ramp-up time by 40%. Created a digital customer profile platform that boosted satisfaction (CSAT +18%) and shortened workflows by 30%. Sales Manager @ Psagot Investment House 2013 - 2015 Sales Representative @ Psagot Investment House 2012 - 2013 ## Education Bar Ilan University 2010 - 2013 Bachelor of Economics & Business Administration Bar Ilan University 2022 Directors Training Program Product Experts 2025 Certified Customer Success Manager (CSM) self lern 2025 AI & Automation Expert Full proficiency in AI-driven tools including GPT, Zapier, Make orin shpalter 2016 Investment Management License Portfolio not available.