Customer Success Manager (CSM) – Operations Lead BD Catalyst
Led operational oversight for customer success activities, monitoring agent performance and ensuring adherence to established processes and communication standards. Served as an operational authority to guide teams toward KPI achievement and reduce process improvisation.
Managed GoHighLevel workflows, automations, and calendars; audited lead performance in HAL; and escalated deviations to campaign teams. Identified operational risks, coordinated technical escalations with IT and leadership, and produced cycle-close reports to support evidence-based continuous improvement.