Jaclyn Lo Email & Phone Number
Senior Director Customer Success @ ProcedureFlow
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Jaclyn Lo Location
- Rothesay, NB, CA
Jaclyn Lo Work
- Senior Director Customer Success @ (May 2026 - Present)
- Director of Customer Success @ (October 2023 - May 2026)
- Sr. Customer Success Manager @ (December 2022 - October 2023)
- Customer Success Manager @ (June 2022 - December 2022)
- Account Executive @ (August 2020 - June 2022)
- Learning and Development, Wyndham Rewards @ (August 2019 - July 2020)
- Account Supervisor, Wyndham Rewards @ (August 2019 - August 2019)
- Customer Account Specialist @ (October 2017 - August 2019)
- National Manager, Customer Experience, TD Insurance @ (July 2013 - February 2017)
- Customer Experience Advisor, National Claims @ (July 2012 - June 2013)
- Team Leader, Quality Assurance @ (March 2009 - July 2012)
- Team Leader, Claims Response Centre @ (March 2009 - July 2012)
- Quality Assurance Analyst, Client Services @ (January 2008 - March 2009)
- Insurance Analyst, Client Services @ (April 2006 - January 2008)
Jaclyn Lo Education
- Insurance Institute of New Brunswick
Chartered Insurance Professional (CIP) Designation (Property & Casualty Insurance)
2009-2012 - University of New Brunswick
(Sport and Exercise Psychology)
2003-2006 - Simonds High School 1999-2003
Jaclyn Lo Skills
- User Adoption
- Teamwork
- Drive for Success
- Communication
- Strategic Communications
- Knowledge Management
- Customer Onboarding
- Growth Strategies
- Build Strong Relationships
- Customer Advocacy
- Customer Retention
- Customer Success
- Software as a Service (SaaS)
- New Business Development
- Business-to-Business (B2B)
- Revenue Forecasting
- Leadership
- Team Building
- Performance Management
- Customer Service
Jaclyn Lo Summary
- Jaclyn Lo, based in Rothesay, NB, CA, is currently a Senior Director Customer Success at Procedureflow. Jaclyn Lo brings experience from previous roles at Procedureflow. Jaclyn Lo holds a 2009 - 2012 Chartered Insurance Professional (CIP) Designation in Property & Casualty Insurance @ Insurance Institute of New Brunswick. With a robust skill set that includes User Adoption, Teamwork, Drive for Success, Communication, Strategic Communications and more. Jaclyn Lo has 3 emails and 1 mobile phone numbers on RocketReach.
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