Technical Customer Success Specialist | SaaS Troubleshooting | Onboarding & Workflow Optimization | 100% Remote
CORE SKILLS
- SaaS Troubleshooting & Root‑Cause Analysis
- Workflow Automation & Optimization
- Authentication & Access Support (SSO, MFA, Permissions)
- SQL Data Validation & Record Accuracy
- API Basics & Log Interpretation
- CRM Systems: Salesforce, Zendesk
- Technical Customer Success & Onboarding
- Privacy, Security & Compliance Handling (HIPAA, PII, Federal)
- Remote Multi‑Channel Support (Phone, Email, Chat)
- Record Correction & Data Quality Management
- Issue Resolution & Ticket Management
- Workflow Auditing & Permission Review
- Identity Verification & Secure Access Handling
- Customer Communication & Trauma‑Informed Support
- Compliance Documentation & Case Documentation
FEATURED PROJECTS
Onboarding Workflow Optimization — Ascensus (2026)
- Redesigned onboarding steps, clarified setup instructions, and aligned workflows with product and onboarding teams, reducing onboarding‑related support tickets by 18%.
- CRM Permission Audit & Configuration Cleanup — Ascensus (2026)
Identified misconfigured CRM permissions causing authentication failures; executed a full audit and partnered with engineering to reduce configuration‑related issues by 40%. - FEMA Survivor Onboarding Workflow — ProSphere (2025)
Reorganized FEMA onboarding and verification workflows, improving survivor follow‑through and reducing response times by 20%.
LINKS
- LinkedIn: linkedin.com/in/tammyiliff
- Portfolio: notion.so/tammy-iliff-portfolio