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Shelley Lee
Customer Success Director
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Shelley Lee

Customer Success Director
I'm a Results-driven Senior Operations and Project Manager with over 20 years of experience in eCommerce operations, logistics management, customer success, and platform service optimization. Proven ability to streamline operations, improve supply chain efficiency, negotiate supplier contracts, and implement scalable logistics solutions to drive revenue growth and improve customer experience. Adept at leading global teams, managing third-party logistics providers (3PLs), and developing automation solutions to optimize eCommerce fulfillment.
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CuboAi 智慧寶寶攝影機_雲云科技股份有限公司
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The University of British Columbia
Taiwan
Taiwan

Professional Background

  • Current Status
    Employed
  • Profession
    Project Manager
    COO, Chief Operation Officer
    Customer Service Manager
  • Fields
    Artificial Intelligence / Machine Learning
    Consumer Electronics
    Information Services
  • Work Experience
    More than 15 years (More than 15 years relevant)
  • Management
    I've had experience in managing 15+ people
  • Skills
    Communication
    Negotiations
    Leader
    CRM
    Competitive Marketing Strategies
    Leading Cross-Functional Teams
    Operational Risk Management
    Increasing Sales Revenue
    Agile Project Management
    Time Management
  • Languages
    English
    Native or Bilingual
    Chinese
    Native or Bilingual
    Japanese
    Beginner
  • Highest Level of Education
    Master

Job Search Preferences

  • Current Status
    Ready to interview
  • Desired Job Type
    Full-time
    Interested in working remotely
  • Desired Positions
    Project Manager, Business Operations, Process Design, executive assistant, customer Success
  • Desired Work Locations
    Taipei City, Taiwan
    Canada
    Taoyuan City, Taiwan
    Singapore
    United States
  • Freelance
    Part-time freelancer

Work Experience

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Customer Success Director

Jun 2022 - Nov 2023
1 yr 6 mos
Taipei City, Taiwan
Job Functions • Developed and executed customer success strategies to enhance loyalty, drive revenue growth, and optimize operational efficiency. • Led cross-functional initiatives to improve customer experience, streamline service operations, and implement data-driven decision-making. • Scaled global customer support teams and implemented new service models to drive retention and upselling opportunities. Highlighted Achievements: • Revenue Growth: Implemented a subscription service and VIP support program, generating $680K in monthly recurring revenue. • Customer Experience Enhancement: Scaled CS teams from 10 to 27 agents across Taiwan, the Philippines, and Japan, improving global service coverage. • Operational Efficiency: Restructured the CS team into an agile, service-oriented function, increasing upselling conversion from 0.3% to 2.75%, significantly boosting quarterly revenue. • Process Optimization: By eliminating inefficiencies, the RMA process was reduced from 14 days to 5 days, resulting in a 17% cost reduction year over year. • Data-driven strategy: Implemented real-time analytics on customer insights and product defect rates, providing strategic insights to sales, marketing, and product teams.
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Senior Project Manager

Keywords Studios
Contract
Sep 2021 - Jul 2022
11 mos
Taipei City, Taiwan
Canada
Job functions: • Directed cross-functional teams across seven regions, optimizing workflows, managing KPIs, and improving customer service quality. • Led and managed the full lifecycle of Asia gaming projects, overseeing planning, execution, and delivery while ensuring compliance with regional standards. • Developed and implemented processes to enhance operational efficiency, streamline reporting, and improve localization compliance. Highlighted Achievements • Global Team Management: Oversaw a 24/7 support operation with 105 to 200 agents across Europe, the Middle East, and Asia, ensuring seamless service delivery. • Process Optimization: Developed a Google Studio Dashboard for real-time project tracking, reducing weekly and quarterly report preparation time by 17%. • Operational Efficiency: Improved workflow automation and project monitoring, reducing new project approval time from two weeks to five days. • Customer Experience Enhancement: Enhanced localization and compliance processes, ensuring cultural sensitivity and adherence to industry best practices. • Budget & Timeline Compliance: Maintained budget adherence by optimizing manpower allocation and preventing cost overruns due to staff fluctuations.
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Regional Customer & Operation Manager

Teamson
Full-time
Sep 2019 - Sep 2021
2 yrs 1 mo
Taipei City, Taiwan
Canada
Job Functions • Led global customer operations by optimizing service workflows, improving fulfillment processes, and enhancing customer experience across multiple regions. • Implemented CRM, SaaS solutions, and data-driven strategies to streamline cross-functional business operations and drive revenue growth. • Managed global customer service teams and introduced process improvements to reduce churn, boost repeat purchases, and improve operational efficiency. Highlighted Achievements: • Customer Service Optimization: Built and managed regional customer service teams across three countries, providing 24/7 seamless support. • Churn Reduction & Repeat Purchases: Reduced customer churn rate from 27% to 18% in six months and increased repeat purchases through targeted email marketing and incentives, driving a 4% revenue boost. • CRM & System Integration: Optimized CRM operations by integrating Magento and Zoho, creating a centralized sales and customer data platform. • Operational Efficiency: Developed a cross-region order fulfillment strategy, reducing the order cancellation rate from 17% in 2018 to 11% in 2020, even amid COVID-related disruptions. • Customer Satisfaction Enhancement: Introduced NPS methodology, improving the score from 55 to 67 and maintaining an average of 65+, strengthening customer loyalty and brand reputation.
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Regional Project Operation Manager

Telexpress
Full-time
Mar 2018 - Sep 2019
1 yr 7 mos
Malaysia
Philippines
Singapore
Job Functions • Led cross-region project implementations across South Asia, North America, and the Pacific, managing large-scale operations, logistics, and client fulfillment. • Developed and implemented operational workflows, optimizing process efficiency through automation and agile methodologies. • Drove strategic growth by securing high-profile clients and expanding offshore customer service operations across multiple regions. Highlighted Achievements: • Sales & Revenue Growth: Signed four new clients within the first eight months, generating $90K in new revenue. • Customer Service Expansion: Scaled operations in the Philippines and Malaysia, growing the customer service team to 100+ agents supporting eight countries. • Client Retention & Satisfaction: Maintained a 96% client retention rate by optimizing service quality and operational efficiency. • Talent Retention & Workforce Stability: Reduced employee attrition from 47% to 29%, outperforming the market benchmark of 37% in the Philippines. • Process Optimization: Designed customized Statements of Work (SOW) and Standard Operating Procedures (SOP) for offshore call centers and fulfillment solutions.
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Talent Acquisition Consultant

Jun 2017 - Feb 2018
9 mos
Taipei City, Taiwan
Job Functions: • Recruit senior finance and accounting professionals, utilizing proactive sourcing strategies and recruitment events. • Managed the full recruitment lifecycle, serving as the primary candidate contact and ensuring a seamless interview and onboarding experience. Highlighted Achievements: • Strategic Hiring: Successfully sourced and placed senior finance and accounting professionals, strengthening client workforce capabilities. • Candidate Engagement: Built strong relationships with candidates, enhancing employer branding and improving hiring conversion rates. • Process Optimization: Streamlined onboarding and compliance procedures, ensuring smooth integration of new hires and adherence to HR policies.
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Call Center Manager

Asurion
Full-time
Jul 2016 - Oct 2017
1 yr 4 mos
Taipei City, Taiwan
Job Functions • Led cross-functional projects to improve operational efficiency, enhance customer experience, and drive business growth. • Developed and implemented strategic communications, messaging, and reporting to align with Asurion’s corporate vision and priorities. • Managed key stakeholder relationships, optimized workflows, and streamlined decision-making processes to ensure business success. Highlighted Achievements: • Operational Excellence: Established a benchmark offshore contact center in Asia, driving efficiency and market leadership. • Sales & Growth Impact: Supported sales efforts to secure major contracts, contributing to rapid business expansion. • Process Integration: Optimized cross-functional operations, improving efficiency and significantly boosting sales performance. • Customer Retention & Satisfaction: Developed strategies to enhance customer experience, reducing churn and increasing service effectiveness. • Revenue Growth: Implemented upselling functions that increased sales performance by 23%, strengthening business profitability.
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Account Manager

Oct 2015 - Jul 2016
10 mos
Taipei City, Taiwan
• Developed and executed Server technical support & system maintenance solutions. • Led cross-functional teams to optimize customer support programs, implement technology solutions, and enhance operational efficiency. • Managed customer accounts, identified business opportunities, and drove long-term growth through strategic engagement and contract renewals. Highlighted Achievements: • Solution Delivery: Coordinated cross-functional teams, including hardware, finance, and support teams, to deliver customized business solutions for SMBs and enterprises. • Operational Efficiency: Optimized internal service workflows, reducing processing times by 45% and enhancing customer satisfaction and productivity. • Sales Performance: Managed small business accounts, successfully closing 22 contracts worth NT$6M, contributing to company revenue growth.
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Team Leader and SEO Specialist

Microsoft Taiwan
Full-time
Nov 2013 - Aug 2014
10 mos
Taipei City, Taiwan
• Developed product value propositions, customer messaging, and go-to-market strategies for product launches, ensuring demand generation and business impact. • Provided end-to-end project management support, including tracking deliverables, milestones, and financials, while ensuring seamless stakeholder engagement. • Led SEO and digital marketing initiatives to improve customer acquisition, optimize website performance, and enhance brand visibility. Highlighted Achievements: • Strategic Partnership Management: Led a cross-company project between Microsoft and Yahoo! to expand access to Taiwan’s SEO market. • Operational Efficiency: Aligned internal processes between Yahoo! and Microsoft, streamlining operations, improving efficiency by 17%, and saving $16K annually. • Sales & Upselling Growth: Designed customer service SOPs and integrated upselling procedures, expanding service scope while maintaining KPIs above targets. • Revenue Impact: Developed and executed competitive marketing strategies, increasing business revenue by 27%. • SEO Optimization: Implemented SEO strategies to improve website rankings and monitored analytics to track and enhance performance.
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Operation Administrator

IBM Taiwan
Full-time
Apr 2011 - Jun 2012
1 yr 3 mos
Taipei City, Taiwan
• Account Health Management: Monitored monthly billing status and implemented action plans to maintain account health and pursue strategic deals. • Sales & Data Analysis: Consolidated sales compensation documents and generated analysis reports using SQL to support target setting. • Market & Technology Insights: Kept current with technology trends, collaborating with strategy, business development, and marketing teams to align with market demands.
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Foreign Tax Sepcialist

IBM Taiwan
Full-time
Mar 2006 - Apr 2011
5 yrs 2 mos
Taipei City, Taiwan
• Managed accounts by tracing KPIs of accounts healthy status and took operations accordingly • An SQL power user, consolidating all required documents and generating analysis reports • Coordinated closely with cross-regional sales, marketing, and business development departments to reach business targets • Improved the operations of the tax refund process; successfully speeded up the process by 16 months and overturned US$20K per year
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Customer Service Leader

Yahoo! Taiwan
Full-time
Nov 2003 - Feb 2006
2 yrs 4 mos
Taipei City, Taiwan
• Support Yahoo! Internation group to create its first outsourcing customer service team in the 2nd year of accessing the Taiwan market. • Verified service scopes and identified the KPIs to roll out SOP to execute compelling works among all the local services support teams. • Developed and managed customer service projects, including feedback channels, business strategies, and other solutions • Drove all the operation meetings with the client, internal and external teams, and cross-regional departments • Enhanced the customer service performance through projects of an auto-replying system, optimization of service policy and content, and FAQ interactive • Achieved project deliveries with discipline on time management; Multitasked by prioritization and organization • Conducted management-level problem-solving by forming and managing focus groups concerning specialties, clarifying responsibilities and tasks, assigning

Education

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Master of Business Administration (MBA)
Master of Business Administrator
2011 - 2013
Activities and societies
MBA Program Experience • MBA Student, UBC Sauder School of Business • Case Competition Participant: Analyzed business cases, developed strategic recommendations, and presented to judges. • Global Immersion Experience (GIE) Team Member: Conducted market research and developed a business plan for an international client. Internship Experience: • Business Strategy Intern, Microsoft, Vancouver • Project Management: Coordinated with cross-functional teams to optimize customer experience, resulting in a 15% increase in repeat sales. • Operational Efficiency: Implemented process improvements that reduced project timelines by 6%.
Description
• Developed strategic leadership and business acumen through case studies, simulations, and cross-functional team projects, strengthening problem-solving and decision-making skills. • Gained executive-level project management experience, organizing and leading high-profile initiatives, including cross-departmental coordination and stakeholder engagement. • Built a strong network of business professionals and mentors, leveraging alumni connections and industry events to stay informed on market trends and leadership best practices. • Honed executive communication skills, delivering compelling presentations, reports, and board-level briefings to drive data-informed decision-making. • Actively participated in leadership development programs, including mentorship initiatives and industry-focused networking events, to enhance skills in corporate strategy, organizational development, and executive support.
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Master of Business Administration (MBA)
Master of Business Administrator
2008 - 2010