Summary
Overview
Work history
Education
Skills
REFERENCES
EXPERTISE
Timeline
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LISA O'BRIEN

Kingswood,Ireland

Summary

Strategic SaaS leader with 8+ years of global customer operations experience, driving measurable growth in customer retention, advocacy, and onboarding efficiency. Expert at translating vision into scalable onboarding programs aligned with business goals. Skilled at collaborating with Sales, Product, Engineering, and Support teams to accelerate adoption and operational excellence. Proven expertise in leading teams and managing change during rapid growth periods. Committed to developing talent and fostering cultures that deliver sustained business results and exceptional customer success.

Overview

8
8
years of post-secondary education
9
9
years of professional experience

Work history

Global Customer Onboarding Domain Lead

Phorest Salon Software
Dublin , Ireland
2024.11 - 2026.05

Owned global onboarding, activation, and BPO operations, driving scalable growth, enhancing customer experience, and leading cross-functional teams to deliver measurable business impact.

  • Led end-to-end customer onboarding improvements across multiple regions, launching integrated customer portal to simplify onboarding journey and reduce customer friction.
  • Collaborated with engineering to enhance data migration tools, reducing manual workload by up to 20 hours per account monthly and accelerating time to go live.
  • Restructured and scaled offshore outsourcing teams, achieving 7% reduction in error rates and 98% SLA adherence; expanded outsourcing to German-speaking regions and managed seamless BPO transition with zero employee turnover.
  • Negotiated BPO contracts alongside finance, delivering cost efficiencies without compromising service quality.
  • Directed global activation of key product features using AI-powered communication tools, increasing Ads Manager activation by 15% and App adoption by 5%.
  • Influenced senior leadership and cross-functional teams to align onboarding and activation initiatives with business goals.
  • Drove change management and risk mitigation strategies during growth and operational transitions.
  • Developed and mentored high-performing teams, fostering culture of continuous improvement and customer advocacy.

Global Operations Manager :Client Onboarding & Customer Success

Phorest Salon Software
Dublin
2021.01 - 2024.11
  • Enhanced onboarding workflows, increasing specialist capacity by 10% maintaining 190+ monthly go-lives while reducing cancellations below 10%.
  • Architected tiered specialist framework to optimize resources and boost retention through clear career pathways.
  • Provided strategic mentorship and capacity planning, implementing account rotation and skills management across regional teams.
  • Partnered cross-functionally with Sales, Product, Engineering, and Support to align onboarding with client needs and growth goals.
  • Led regional escalations with customer-focused approach, ensuring swift resolution and operational excellence.
  • Delivered regional insights that shaped global onboarding strategy and drove continuous improvement at scale.
  • Maintained transparent stakeholder communication to foster alignment, trust, and superior customer experience.
  • Collaborated with regional leaders to drive timely, coordinated go-to-market launches for complex, revenue-generating features.

UK&I Onboarding Manager

Phorest Salon Software
Dublin
2020.01 - 2021.01
  • Managed day-to-day operations for onboarding team, coordinating data migration activations and alignment.
  • Consistently achieved monthly go live targets using KPIs and coached members daily for delivery.
  • Executed training plans with 100% completion to raise readiness and performance.
  • Project-managed enterprise onboarding with experience specialists to standardise scalable playbooks.
  • Handled escalations and analysed churn during customers' first 90 days to reduce early churn.
  • Collaborated with sales on capacity forecasting to manage onboarding pipeline smoothly.
  • Drove continuous feedback follow-up to keep monthly customer effort score above 75.
  • Streamlined onboarding workflows to improve productivity and elevate customer experience.

Feature Activation Manager

Phorest Salon Software
Dublin
2019.01 - 2020.01
  • Led Global Feature Activation team to ensure timely and successful subscription activations post go-live.
  • Developed and executed strategies to optimise app and onboarding activations across multiple regions.
  • Partnered with Onboarding, Growth, and Product teams to streamline activation processes and drive continuous improvement in subscription fulfilment.
  • Leveraged tools to monitor feature usage, identify activation gaps, and provide actionable insights.
  • Championed efficiency improvements by implementing best practices, enhancing team capabilities, and supporting new product and feature launches.

Senior Customer Support Team Lead

Phorest Salon Software
Dublin
2017.01 - 2019.01
  • Supervised team of supervisors and support agents to deliver high-quality service and consistently meet KPIs and OKRs.
  • Coordinated resource allocation to optimise utilisation and minimise waste.
  • Improved team productivity by implementing efficient workflow strategies resulting avg CSAT score of 96%.
  • Oversaw day-to-day operations, ensuring adherence to company standards.
  • Identified and implemented process improvements to boost efficiency, reduce response times, and enhance customer satisfaction.
  • Provided coaching and mentoring, driving skill development and career progression within team.
  • Partnered with cross-functional teams to support new product launches through training and resource allocation.
  • Analysed team performance and customer feedback to inform continuous improvement and strategic decisions.

Education

MSc - Management of Operations

Dublin City University
Dublin
2021.01 - 2023.01

Post- Graduate Cert - Management of Operations

Dublin Business School
Dublin
2020.01 - 2021.01

Bachelors of Art Level 8 - Business Management & Psychology

Dublin Business School
Dublin
2012.01 - 2016.01

Level 7 - IT - Cloud Computing and Network Infrastructure

Dublin Business School
Dublin
2017.01 - 2018.01

Skills

  • Customer success strategy and execution
  • SaaS onboarding and activation optimization
  • Data-driven customer insights and analytics
  • Process improvement and scalability
  • Cross-functional collaboration (Sales, Product, Engineering, Support)
  • Team leadership and talent development
  • Change management and operational excellence
  • Customer advocacy and retention strategies

REFERENCES

Available on request

EXPERTISE

  • Possessing a strong understanding of optimizing processes for enhanced operational efficiency and performance.
  • Ability to lead and develop high-performing teams aligned with strategic goals.
  • Mentoring teams to drive operational excellence.
  • Drive customer satisfaction through journey mapping and best practices.
  • Ability to utilize analytics for informed decision-making and identifying opportunities.
  • A natural collaborator across functions which facilitates results.
  • Experience in change management and continuous improvement.

Timeline

Global Customer Onboarding Domain Lead

Phorest Salon Software
2024.11 - 2026.05

Global Operations Manager :Client Onboarding & Customer Success

Phorest Salon Software
2021.01 - 2024.11

MSc - Management of Operations

Dublin City University
2021.01 - 2023.01

UK&I Onboarding Manager

Phorest Salon Software
2020.01 - 2021.01

Post- Graduate Cert - Management of Operations

Dublin Business School
2020.01 - 2021.01

Feature Activation Manager

Phorest Salon Software
2019.01 - 2020.01

Senior Customer Support Team Lead

Phorest Salon Software
2017.01 - 2019.01

Level 7 - IT - Cloud Computing and Network Infrastructure

Dublin Business School
2017.01 - 2018.01

Bachelors of Art Level 8 - Business Management & Psychology

Dublin Business School
2012.01 - 2016.01
LISA O'BRIEN