Explore my Detailed journey in customer experience

Delivering Exceptional Customer Experiences at Every Step

In this post, I’m going to show you how I went from a CX Analyst to a Team Lead, managing a team of six. I’ll also detail the responsibilities I took on at each stage of my journey at Ripio, a leader in the cryptocurrency and blockchain industry.

Some of the most important things I achieved were:

  • Gaining invaluable experience in CX management, ensuring smooth onboarding processes and resolving complex customer issues.
  • Strengthened problem-solving skills by managing high-priority inquiries and implementing data-driven strategies to improve efficiency.
  • Developed team leadership abilities, providing mentorship, and driving performance improvements.

Stage 1: My role as CX Analyst Ssr

I started at Ripio as a CX Analyst, helping customers with platform-related issues and inquiries. At first, I handled regular inquiries via email using Zendesk, a CRM. As I consistently delivered effective solutions, I was given the responsibility of managing high-priority inquiries on social media and public platforms, where I handled more sensitive and visible cases.

Role and Responsibilities

Customer Support & Issue Resolution

01

Customer Onboarding

Guided new users through the registration process, including KYC verification and compliance steps, to ensure their accounts met platform requirements. I also provided support to help them start using the platform smoothly and understand its key features.
02

Non-Technical vs. Technical Queries

-Non-Technical: Assistance with account setup, deposit/withdrawal procedures, and general navigation. -Technical: platform accessibility, 2fa troubleshooting, transaction delays and errors, blockchain confirmations, account verification issues, mobile app functionality, trade execution issues, crypto-to-fiat conversion.
03

Social Media & High-Exposure Channels Support

In charge of handling inquiries and complaints on public channels, including social media (DMs and public comments), app reviews (App Store, Play Store, Trustpilot), and incoming queries via WhatsApp. These cases were prioritized due to their public exposure, requiring careful management to preserve the company's reputation while providing professional and accurate responses.
04

High-Volume Inquiries

Handled a significant number of incoming emails daily while maintaining high-quality responses.
05

Needs Assessment

Identified and addressed customer needs to enhance satisfaction and engagement with the platform.
06

Direct Customer Resolution

When required, I contacted customers directly via phone to resolve complex or sensitive issues, ensuring clarity and trust.
07

Complex Issue Escalation

Escalated complex issues to the appropriate teams while ensuring customers are kept informed throughout the resolution process.
08

Error Reporting

Monitored the website and platform, reporting bugs and usability concerns to the technical team. | Created detailed sheets to document recurring escalated issues, streamlining resolutions and aiding team efficiency. These records also highlighted frequent pain points to recommend product improvements.
09

CRM Documentation

Leveraged Zendesk to maintain accurate and organized records of all customer interactions for future reference and trend analysis.

Collaboration

10

Knowledge Sharing

Shared knowledge and best practices with team members to enhance overall support quality.
11

Cross-Team Collaboration

Partnered with product, compliance, and marketing teams to solve customer problems and improve the overall user experience.
12

Team Participation

Actively participated in team meetings and training sessions to stay informed about updates, enabling effective customer assistance.

Process Improvement

13

Identifying Root Causes

Monitored recurring issues and collaborated with stakeholders to address root causes.
14

Help Center Optimization

Designed and updated Help Center articles to enhance usability for customers and streamline internal team processes.
15

Operational Feedback

Provided actionable feedback to the Support Team Lead to enhance tools, workflows, and overall efficiency.

Stage 2: My role as CX Team Lead

Over a couple of years, after demonstrating consistent performance and reliability, I was promoted to CX Team Lead. In this role, I balanced operational responsibilities with leadership tasks, overseeing a team of six agents and ensuring alignment with company goals.

Role and Responsibilities

Team Management and Operational Support

01

Leadership

Directed a team of six members, ensuring tasks were efficiently assigned and deadlines met.
02

Performance Oversight

Monitored individual and team KPIs and SLAs, identifying areas for growth and improvement.
03

Agent Support

Provided real-time guidance to agents handling sensitive or high-impact inquiries, ensuring quality, accuracy, and consistency in responses.
04

Workflow Updates

Communicated internal changes clearly and promptly, minimizing operational disruptions.

Performance Optimization and Data Analysis

05

KPI Tracking

Designed dashboards to monitor KPIs such as response times, resolution rates, and customer satisfaction scores.
06

Trend Analysis

Analyzed data to identify trends and areas for improvement, reducing repetitive inquiries and enhancing efficiency.
07

Data-Driven Strategies

Implemented strategies based on data insights to streamline processes and improve both customer and team experiences.
08

Proactive Solutions

Identified and resolved emerging customer issues before they escalated, ensuring greater service reliability.

Team Training & Development

09

Onboarding & Coaching

Trained new team members, providing hands-on support during their learning curve to ensure a seamless integration.
10

Custom Training Sessions

Partnered with QA and Knowledge teams to create tailored training sessions, enhancing team capabilities.
11

Talent Development

Identified high-performing agents, nurturing their potential for leadership or specialized roles.

Customer Experience Management

12

Critical Case Handling

Handled critical situations and complex transactions to deliver quick resolutions that reinforced trust and satisfaction.
13

Goal-Oriented Interactions

Aligned customer interactions with strategic business objectives, maintaining exceptional service standards.

Strategic Decision-Making

14

Data-Driven Analysis

Leveraged data insights to balance customer satisfaction with operational efficiency. By analyzing feedback, ticket trends, and performance metrics, I identified repetitive issues and streamlined processes to improve overall performance.
15

Process and Workflow Optimization

Proposed and implemented initiatives to enhance both user and team experiences. These included updating response templates for consistent communication, refining workflows to reduce delays, and introducing tools that improved the team's productivity and accuracy.

Cross-Departmental Collaboration

16

Cross-Team Issue Resolution

Collaborated with compliance, QA, marketing, and development teams to resolve issues and propose improvements.
17

Stakeholder Engagement

Strengthened relationships with stakeholders by providing actionable insights and aligning cross-team initiatives.

Supplementary Leadership Tasks

01

Metrics Reporting

Delivered detailed performance reports to the CX Head, offering strategic insights to influence decision-making.
02

Performance Review

Conducted regular 1-on-1 meetings with team members, celebrating achievements and addressing challenges with actionable plans.
03

Time Management

Monitored case handling times to optimize team productivity, ensuring SLAs were consistently met.
04

Process Documentation

Created clear, detailed guides to help agents handle complex cases consistently and effectively.
05

Legal Case Resolution

Collaborated with the Legal department to resolve specialized cases requiring compliance expertise.
06

Continuous Improvement

Reviewed and refined case-handling flows, minimizing inefficiencies and elevating service quality.

Soft Skills

🗣️ Communication: Deliver clear guidance, set expectations, and maintain open communication with both team members and stakeholders.

👥 Leadership: Inspire and motivate teams, fostering accountability, trust, and a shared commitment to goals.

🧠 Strategic Thinking: Anticipate challenges, identify opportunities, and implement solutions that drive long-term improvement.

🔄 Adaptability: Adjust quickly to changing priorities and guide teams smoothly through transitions.

❤️ Empathy: Understand customer and team concerns, ensuring everyone feels valued and respected.

👂 Active Listening: Listen carefully to uncover root causes, address concerns effectively, and build trust.

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Hillary Romero

Tools & Platforms Management

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Frequently Asked Questions

I have over seven years of experience in customer experience across telecommunications, technology, and cryptocurrency industries. My background includes managing multi-channel support, leading teams, and handling sensitive customer interactions with professionalism and care.

I’ve managed phone support, live chat, email, and social media interactions, ensuring consistent service quality and adapting communication strategies to meet each channel's unique requirements.

Yes, I’ve led teams responsible for managing high-visibility customer issues, overseeing daily operations, providing mentorship, and implementing strategies to improve team performance and efficiency.

I handle challenges with a focus on active listening, empathy, and strategic communication, ensuring customers feel heard while working towards a resolution that aligns with company goals.

I prioritize regular check-ins, performance monitoring, and clear feedback loops to maintain high-quality standards. I also focus on team training and mentorship to ensure everyone feels equipped to deliver exceptional service.

I focus on regular one-on-one check-ins, personalized feedback, and skill development, fostering a supportive environment where team members feel valued and motivated to excel.

Absolutely. I believe cross-department collaboration is essential for delivering seamless customer experiences, and I actively engage with product, marketing, and operations teams to align goals and share insights.

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