As a Customer Success Specialist at Acumen Data (CAAPS), I operated as an all-rounder across client engagement, technical planning, and solution delivery. I created and refined Visio diagrams to map existing workflows and design future-state processes, including integrations with FIC systems. I collaborated directly with clients, then sat in on in-person meetings with CEOs, IT, and development teams to translate business needs into technical upgrades. Over my tenure, I drove the implementation of 50+ new features and process improvements, resolving workflow issues and saving clients such as Cement Australia, McMahon’s, and Ahrens an average of 48% in accounts payable processing time. I supported complex ERP integrations, worked extensively with data and Power BI to create actionable visual stories, and communicated these insights through executive newsletters. Operating within a Microsoft environment, Freshdesk ticketing, and custom software solutions, I developed deep expertise in financial technology, compliance, and cross-functional collaboration—consistently improving the CAAPS platform and delivering measurable results.