Lindsey Ocasio
About Lindsey Ocasio
Lindsey Ocasio is a Customer Journey Specialist currently employed at OnSolve, where she has worked since 2020. With extensive experience in customer support and product management, she specializes in risk analysis and data migration for client accounts.
Current Role at OnSolve
Lindsey Ocasio currently serves as a Customer Journey Specialist at OnSolve, a position she has held since 2020. In this role, she focuses on understanding risk factors associated with product journey management, which is tailored to account complexity and client goals. Lindsey provides strategic recommendations on account structure to align with data hierarchy and permission needs on new platforms. Her expertise contributes to enhancing the customer experience and ensuring that client needs are met effectively.
Previous Experience at OnSolve
Lindsey Ocasio has a significant history with OnSolve, having worked in various capacities since 2014. She initially joined as a Customer Support Representative, where she served for 8 months. Following this role, she advanced to Director of Global Customer Support from 2014 to 2018, overseeing customer support operations. After a year as Product Owner from 2018 to 2019, she transitioned to her current position as Customer Journey Specialist. This progression highlights her growth and adaptability within the organization.
Experience at First Niagara Bank
Before her tenure at OnSolve, Lindsey Ocasio worked at First Niagara Bank as a Teller Supervisor from 2009 to 2014. During her five years in this role, she operated in the Albany, New York area. Her responsibilities included managing teller operations and ensuring customer satisfaction. This experience provided her with foundational skills in customer service and banking operations.
Role at TAG Solutions
Lindsey Ocasio briefly worked at TAG Solutions as a Service Coordinator from 2019 to 2020 for a duration of six months. In this role, she contributed to service coordination efforts, further expanding her experience in client-focused positions. This role added to her diverse background in customer support and service management.
Expertise in Data Migration and Account Analysis
Lindsey Ocasio specializes in analyzing client accounts for pre-production and product migration. She ensures that all tasks related to these processes are completed efficiently. Lindsey plays a key role in facilitating seamless data migration for multiple accounts, conducting successful pre- and post-migration analysis. Additionally, she validates pre-production testing for account features based on client contracts or packages, ensuring that client expectations are met.