Jaclyn Lo Email & Phone Number
Senior Director Customer Success @ ProcedureFlow
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Jaclyn Lo Location
- Rothesay, NB, CA
Jaclyn Lo Work
- 2026 -now Senior Director Customer Success @
- 2023 -2026 Director of Customer Success @
- 2022 -2023 Sr. Customer Success Manager @
- 2022 -2022 Customer Success Manager @
- 2020 -2022 Account Executive @
- 2019 -2020 Learning and Development, Wyndham Rewards @
- 2019 -2019 Account Supervisor, Wyndham Rewards @
- 2017 -2019 Customer Account Specialist @
- 2013 -2017 National Manager, Customer Experience, TD Insurance @
- 2012 -2013 Customer Experience Advisor, National Claims @
- 2009 -2012 Team Leader, Quality Assurance @
- 2009 -2012 Team Leader, Claims Response Centre @
- 2008 -2009 Quality Assurance Analyst, Client Services @
- 2006 -2008 Insurance Analyst, Client Services @
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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