Nancy H.'s Linkedin Analytics

Richard Branson once said: "The key is to set realistic customer expectations and then not just to meet them, but to exceed them — preferably in unexpected and helpful ways". Drawing inspiration from Richard Branson's philosophy of exceeding customer expectations, I make it my mission to know my clients, and their needs, and provide an excellent customer experience while exceeding expectations. With 15+ years of experience in customer-facing roles in the Fintech, Crypto, and Traditional Finance sectors specializing in Operations, Onboarding (including both KYC and EDD), Fund Operations, Client Relationship Management, Partnership, and Customer Support. My experience and commitment to creating strong customer relationships and my proven dedication to optimizing customer success and service will contribute immensely to the success of any team. I thrive in environments where people are always willing to go above and beyond their job description - no task is too big or too small. In addition, extraordinary service requires excellent attention to detail, strategic communication, agility, and creative solution methods to mitigate friction points. I always approach new situations enthusiastically and leverage my prior experience to maintain exceptional service. Thriving in fast-paced environments, I consistently exceed expectations, prioritizing customer needs and driving continuous improvement. I aspire to be an inspirational leader and team player, injecting my work with enthusiasm and positivity, and skillfully guiding and mentoring my team, all while achieving impactful outcomes for the team. I consistently deliver exceptional results through a data-driven approach, collaborative mindset, and commitment to excellence. I have worked for large companies as well as start-ups in various countries (USA, United Kingdom, France, and Switzerland) and speak four languages (native French, fluency in English, and competency in Spanish and German). Specialties: Onboarding, KYC, Customer Support, Client Relationship Management, Account Management, Investor Operations, Compliance, Client Services, Sales Support, Crypto, Marketplace Lending, Alternative Investment, Real Estate, and Investment Funds. Technical Skills: JIRA, Slack, Salesforce, SQL, Tableau, Looker, Microsoft Office (Excel, Word and powerpoint), and G-Suite products In my spare time, you can find me hiking around the Bay area, riding my Peloton bike, solving puzzles, or exploring the world. I have traveled to 40+ countries.