How I can help you

Excellent customer service is my passion. I have served in the Customer Relations Management solution space and worked to drive customer success in pre and post sales roles, in cross functional teams and as an individual contributor at leading SaaS providers.  My experience includes; 

• Fulfilled roles as a liaison between customers and all internal teams (Sales, Professional Services, Support, Product Development). Served as IT and Customer Success domain expert adding needed features to ongoing product development projects.  

• Trained teams to enhance client experience drive improvements in organizational effectiveness.

• Drive increased product adoption and cross customer collaboration on best practices.  

• Background also includes account, finance automation.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations
  • Technology & IT Services
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Finance & Insurance
  • Technical & Scientific Services
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations

Education

West Coast University - Masters Management Information Systems

California State University Northridge - BA, Business Finance


Robert Willcox

Communication Methods

  • In Person
  • Phone