Jessica Allen

Jessica Allen

Cx Operations Manager, Solutions Strategy @ PandaDoc

About Jessica Allen

Jessica Allen serves as the CX Operations Manager for Solutions Strategy at PandaDoc, where she focuses on optimizing customer experience operations. With a background in various roles across organizations like BambooHR and Ancestry, she employs project management and customer engagement tools to enhance customer satisfaction.

Current Role at PandaDoc

Jessica Allen serves as the CX Operations Manager for Solutions Strategy at PandaDoc. In this role, she oversees the strategy, process, execution, and optimization of customer experience operations. She has been with the company since 2023, focusing on enhancing customer satisfaction through effective operational strategies. Jessica applies her expertise in project management and customer advocacy to improve the overall customer journey.

Previous Experience at BambooHR

Prior to her current position, Jessica worked at BambooHR as a CX Operations Specialist and CX Operations Associate. Her tenure at BambooHR lasted from 2021 to 2023, where she contributed to customer experience initiatives for a total of 16 months. In these roles, she focused on developing processes that support customer success and satisfaction.

Background in Financial Coordination

Jessica Allen has experience in financial operations, having worked as a Financial Coordinator at Children's Hospital Orange County from 2014 to 2015. This role provided her with insights into financial management and operational efficiency within a healthcare setting, contributing to her diverse skill set.

Education and Expertise

Jessica studied at Orange Coast College, where she earned an Associate's degree in Communication. She furthered her education at Utah Valley University, achieving a Bachelor's degree in Public Relations. Her academic background supports her professional focus on customer experience and communication strategies.

Skills in Customer Experience Management

Jessica employs various project management tools such as Wrike, Clickup, and Monday in her roles. She utilizes Gainsight, Salesforce, and In-App Engagement tools like Pendo, Appcues, and PX to enhance customer journey and retention. Her passion lies in enabling customer success through efficient processes, tools, and systems.

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