RM

Roy McLeod

Senior Customer Success Manager at FieldRoutes

Roy Mcleod has over 20 years of work experience in various roles and industries. Roy is currently working as a Customer Success Manager at FieldRoutes, a ServiceTitan company, starting in July 2022. Before that, they worked as a Senior Implementation Specialist at the same company since February 2019.

Prior to FieldRoutes, Roy worked at iiPay as an Implementation Consultant from November 2016 to December 2018. In this role, they were responsible for delivering international implementations and payroll for large European clients, working closely with project teams, clients, and third-party ICPs.

Before iiPay, Roy was employed at GIS as an Implementation Supervisor from August 2007 to November 2016. Roy conducted conference calls and meetings to understand client needs for successful implementation of systems, managed client relationships and projects to ensure milestones were met, and conducted training sessions for new clients.

From January 2004 to August 2007, they worked at Blue Cross Blue Shield as a Medicare Service Representative I. Their responsibilities included responding to customer inquiries, initiating research to resolve issues, and assisting with priority inquiries and special projects.

Roy also has experience working at USPS as an Automation Clerk from November 2006 to June 2007, where they analyzed and sorted mail using appropriate programs and operated automated equipment.

Earlier in their career, Roy worked as a Loan Officer at Emmco Financial from September 2002 to November 2003, assisting customers with mortgage needs and originating loans through telephone sales presentations.

Additionally, they worked as a Sales Representative at Sprint from April 2000 to August 2002.

Overall, Roy Mcleod has a diverse background in customer success, implementation, sales, and customer service roles across various industries.

Roy McLeod attended Westwood College - Denver North from 2006 to 2009, earning a Bachelor of Science degree in Game Art and Design. Before that, they obtained an Associates degree in Hotel Management from Southeastern Academy in 1999. Additionally, Roy has a certification in Project Management from Collin College, although the specific month and year of obtaining the certification are not provided.

Links

Timeline

  • Senior Customer Success Manager

    November 1, 2023 - present

  • Customer Success Manager

    July, 2022

  • Senior Implementation Specialist

    February, 2019

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