Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Megan Griffis

Pocatello,ID

Summary

Results-driven CX and operations professional with a passion for data, strategy, and digital engagement. Certified in Social Media Strategy, QA, and Data Analytics, I turn insights into action to improve customer experiences, streamline processes, and elevate brand communication. Experienced in training teams, leading cross-functional projects, and delivering solutions with clarity and impact.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Customer Experience Agent

Solace
Redwood City, CA
02.2025 - Current

As a Customer Experience Agent at Solace, I serve as a primary point of contact for patients and providers, ensuring a seamless experience across scheduling, eligibility, billing, and clinical coordination workflows. I manage high-volume inbound and outbound communications while navigating complex insurance, operational, and compliance-related processes.

My role requires cross-functional collaboration with Clinical, Operations, and Leadership teams to resolve escalations, submit and track CEIRs, coordinate manual payouts, and troubleshoot eligibility or documentation issues. I take ownership of cases from initial contact through resolution, ensuring clear documentation and consistent follow-up.

Beyond standard CX responsibilities, I have taken on leadership and mentorship functions within the department, including:

  • Leading Slack-based support conversations and answering real-time agent questions
  • Proofing and refining agent email communications to ensure professionalism and clarity
  • Training and shadowing new hires to support onboarding and workflow mastery
  • Contributing to internal knowledge sharing and process clarification
  • Training and onboarding my manager, Amanda Licatatiso, on CX workflows and systems

I am known for strong written communication, composure during escalations, operational awareness, and a proactive approach to continuous improvement.

Customer Service Representative

Fusion CX
Spindale, USA
12.2024 - Current
  • Provide assistance to customers regarding debit card inquiries, card issues, and enrollment, ensuring a seamless experience
  • Adhere to HIPAA regulations while assisting cardholders with sensitive information
  • Utilize Skype and Microsoft Teams for effective communication with team members
  • Offer support to government benefit recipients using the debit card service, addressing their questions and concerns with patience and clarity
  • Maintain a friendly, empathetic, and professional demeanor, even in challenging situations, to ensure positive interactions with cardholders
  • Uphold a calm and compassionate approach, regardless of the circumstances, ensuring all customers receive high-quality service

Customer Care Specialist

TForce Worldwide
Fort Lauderdale, USA
02.2023 - 08.2024
  • Managed remote communications to maintain high customer satisfaction and efficient dispatching
  • Coordinated with FedEx and UPS to enhance delivery timelines and service reliability
  • Utilized Microsoft Excel and Google Workspace for effective project management and teamwork
  • Leveraged Microsoft Excel, Skype, and Google Workspace to streamline projects, communication, and customer service, driving measurable improvements
  • Fostered strong partnerships with major carriers like FedEx and UPS, ensuring seamless logistics and timely deliveries for clients
  • Managed multi-channel customer interactions, resolving inquiries promptly and maintaining high satisfaction rates through meticulous follow-ups

Self Employed Contractor

Simply Spotless Cleaning
Rutherfordton, USA
12.2019 - 02.2023
  • Cleaned homes with precision, earning high client satisfaction and frequent referrals
  • Developed a loyal client base through exceptional service and attention to detail
  • Ensured efficient cleaning processes, consistently receiving positive client feedback
  • Managed client relationships effectively, resulting in repeat business and referrals
  • Optimized cleaning processes, boosting efficiency and client satisfaction, leading to a substantial increase in referrals and repeat business
  • Meticulously maintained cleanliness standards, consistently exceeding client expectations and fostering long-term relationships with a growing customer base
  • Implemented eco-friendly cleaning solutions, reducing environmental impact while maintaining superior results, attracting environmentally conscious clients
  • Coordinated with clients to tailor cleaning services, ensuring personalized care and enhancing overall customer experience and loyalty

Manager

Wendy's
Cashiers, USA
02.2017 - 12.2019
  • Led team to enhance customer satisfaction and maintain high service standards
  • Maintained restaurant's cleanliness and organization, ensuring a welcoming environment
  • Fostered strong relationships with staff, encouraging open communication and trust
  • Managed financial transactions and bank deposits with precision
  • Built rapport with regular customers, boosting loyalty and positive feedback
  • Led team operations, fostering engagement and customer satisfaction
  • Managed financial responsibilities and maintained high standards of cleanliness
  • Cultivated strong relationships with staff, promoting open communication
  • Ensured quality service, resulting in a loyal customer base
  • Nurtured a positive work environment, encouraging team growth and development
  • Addressed staff concerns promptly, fostering trust and loyalty
  • Oversaw meticulous restaurant upkeep, ensuring compliance with health and safety standards
  • Managed financial transactions with precision

Night Shift Supervisor

Tryon Food and Fuel
Tryon, USA
04.2015 - 02.2017
  • Oversaw night operations ensuring cleanliness and organization across all areas
  • Managed financial transactions and end-of-day closing procedures
  • Built strong relationships with owners and regular customers
  • Fostered a positive team environment, enhancing employee satisfaction
  • Streamlined processes, improving operational efficiency
  • Led night shift operations, optimizing store cleanliness and cash management
  • Fostered strong customer relationships, boosting regular clientele and team morale
  • Orchestrated seamless evening closures while maintaining close partnerships with owners
  • Cultivated a positive work environment, enhancing team performance and customer satisfaction
  • Oversaw meticulous maintenance of store areas, ensuring impeccable presentation
  • Managed financial transactions with precision, contributing to operational efficiency
  • Implemented efficient closing procedures, streamlining nightly operations
  • Developed strategies to improve store organization, elevating overall customer experience

Education

High School Diploma -

Griffis Home School
Cashiers
06.2011

Skills

Customer Experience Optimization

  • Leverage hands-on CX experience to inform marketing strategies, ensuring messaging, campaigns, and content align with audience needs and expectations

Content Review & Quality Assurance

  • Certified in QA and skilled in proofreading, refining, and validating communications and digital content for accuracy, clarity, and brand consistency

Digital & Social Media Strategy

  • Certified in Social Media Strategy, I design, analyze, and optimize campaigns across platforms to engage audiences, drive conversions, and strengthen brand presence

Data-Driven Insights & Analytics

  • Proficient in collecting, interpreting, and acting on data to improve customer engagement, marketing campaigns, and operational workflows Experience includes QA metrics, CEIR tracking, and performance analysis

Cross-Functional Collaboration

  • Experienced in coordinating across multiple teams — CX, Ops, Clinical, and Leadership — to implement campaigns, improve workflows, and execute projects efficiently

Training & Knowledge Sharing

  • Skilled in mentoring, training, and onboarding team members (including peers and managers), fostering collaboration and consistency in marketing communications and operational execution

Certification

Collaborating with G Suite Apps

Business Analysis & Process Management

Create A Customer Service Satisfaction Process

Customer Service Fundamentals

Create Customer Support Data with Google Sheets

Foundations: Data, Data, Everywhere

Improving Customer Retention

Quality Assurance (QA) - Techniques and
Methodologies

Quality Improvement and Management

Social Media Content and Strategy

Social Media and Social Content Strategy 2

Storytelling With Data

Timeline

Customer Experience Agent

Solace
02.2025 - Current

Customer Service Representative

Fusion CX
12.2024 - Current

Customer Care Specialist

TForce Worldwide
02.2023 - 08.2024

Self Employed Contractor

Simply Spotless Cleaning
12.2019 - 02.2023

Manager

Wendy's
02.2017 - 12.2019

Night Shift Supervisor

Tryon Food and Fuel
04.2015 - 02.2017

High School Diploma -

Griffis Home School
Megan Griffis