Serd Jalbuena

I help teams improve onboarding, strengthen engagement, and streamline internal workflows—so users feel supported while operations run efficiently.

🔥 Customer Onboarding & Engagement

• Customer and patient onboarding workflows

• Adoption support and ongoing engagement

• Proactive issue resolution

🔥 Patient Support & Practice Coordination

• Patient communications and care coordination

• Scheduling and documentation support

• Benefits verification, claims handling, and billing assistance

🔥 Workflow Optimization & Documentation

• Process mapping and SOP creation

• Workflow optimization and handoff improvement

• System documentation and knowledge base support

🔥 CX Feedback & Cross-Functional Coordination

• Feedback loops and CX-driven improvements

• Coordination with product, operations, and clinical teams

• Translating customer insights into operational action

✔ Calm, structured, and solution-oriented

✔ Strong communicator across technical and non-technical teams

✔ Experienced in healthcare, telehealth, and SaaS environments

✔ Focused on clarity, consistency, and measurable outcomes

If you’re looking for someone who can bridge customer experience and operational execution, I’m here to help teams build trust, streamline workflows, and keep users successful at every stage.