Kendall B.
Mid-Level Client Success Manager
Open to offersNew to PlatformAbout
Kendall B. is an accomplished professional with extensive experience in operations and administrative support, particularly within the banking and logistics industries. From October 2017 to April 2021, she worked as an Operations Supervisor at Teleperformance, where she oversaw customer service and technical support teams, implemented process improvements, and conducted coaching sessions to uphold high service standards. At Ubiquity Global Services between May 2021 and May 2022, Kendall excelled as a Team Manager, managing a team of agents, tracking productivity through performance reporting, and enhancing service quality. Her strong data analysis skills facilitated strategic insights using tools like Salesforce and Zendesk. Transitioning to roles like an Executive Assistant at Refund Services and Client Success Manager at Vital Source, she demonstrated her proficiency in CRM management and operational efficiency, ensuring seamless business operations and client experiences. Kendall's ability to manage complex calendars and streamline workflows has been pivotal, making her a valued asset in any executive or operations-oriented role.
Experience
Executive Assistant, Growth Department
Vendoroo AI · 2025 — 2026Managed executive operations, including scheduling and travel, while supporting hiring workflows and maintaining project trackers in Notion and Asana.Client Success Manager
Vital Source · 2024 — 2025Oversaw customer success operations, collaborating cross-functionally to enhance client experience and process efficiency while conducting data audits and developing SOPs.Executive Assistant to the COO
Frisbi · 2024 — 2025Supported the COO with administrative tasks including complex calendar management and communication between departments, ensuring operational goals were met.Logistics Data Analyst
Sansolar · 2023 — 2024Handled back-office reporting and weekly client check-ins, while automating CRM processes to enhance logistics operations and improve scheduling workflows through data tracking and process optimization.Executive Assistant to the CEO
Achilles Financial · 2023 — 2023Provided high-level administrative and operational support to the CEO, managing calendars, travel arrangements, meeting materials, and correspondence.Team Manager
Ubiquity Global Services · 2021 — 2022Managed a team of 16 agents in banking operations, coaching them to achieve client KPIs while conducting performance reporting using Zendesk and Google Sheets.Administrative Support / Executive Assistant
Refund Services · 2022 — 2022Supported Canadian clients in tax review services, managing CRM and customer communications along with inbound/outbound correspondence and processing refund documentation.Administrative Assistant
P4P Marketing · 2022 — 2022Managed inbound/outbound calls, CRM updates, and client data to support sales operations while providing administrative assistance to facilitate service delivery for small to mid-sized moving companies.Operations Supervisor
Teleperformance · 2017 — 2021Supervised customer service and technical support teams in the banking industry, managing daily operations and tracking key performance indicators while implementing process improvements.Executive Management Assistant
Vu StudioManaged executive calendars and facilitated communication across departments, ensuring efficient daily operations.Medical Executive Assistant
Ace AssistHandled scheduling, inbox management, and administrative operations for a physician executive, also coordinating multi-state medical licensing and compliance.
Skills & Expertise
Education
- Information TechnologySTI College · 2025 — 2026
- General Education and Foundational StudiesBrigham Young University-Idaho · — — 2025
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