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# Heather Wilkinson

**Headline:** Operations Supervisor │ Training & Development Leader │ QA Specialist │ 14\+ Years Driving Workforce Performance & Operational Excellence │ AI\-Enabled Workflow Automation
**Profession:** Operations Supervisor
**Location:** Garner, North Carolina, United States

## About

Heather Wilkinson is an Operations Supervisor at NationsBenefits, where she leads high\-volume, SLA\-driven customer\-support operations and manages substantial scope across 51 people in SME and advisor functions\. Her work centers on quality, productivity, attendance, schedule adherence, workforce planning, KPI reporting, structured coaching, and training programs that turn performance data into sustained behavior change\. Heather is especially strong at stabilizing underperforming teams, building call\-center operations from the ground up, and creating clear, accountable operating structures\. Heather has more than 14 years of experience across healthcare, financial services, and enterprise environments\. At NationsBenefits, she designed and launched a first\-of\-its\-kind CX training program that helped the operation attain SLA performance for the first time in more than a year\. At Advance Financial, her staffing optimization and cross\-training initiatives contributed up to $1 million in increased profitability\. During seven years opening call centers for Conduent, Heather supported launches from 250 to 1,000 seats in the Philippines and multiple U\.S\. states\. She also developed workforce reporting on the Apple campaign that contributed to a 2\.4% financial improvement over four months\. Heather uses platforms including Zendesk, Salesforce, NICE, Genesys, Kronos, and Dayforce, along with advanced Excel and AI tools such as ChatGPT, Copilot, GROK, and Gemini, to improve operational workflows\.

## Services

- Artificial Intelligence \(AI\)
- Career Counseling
- Training and Development \(HR\)
- Workforce Planning
- Interpersonal Skills
- Problem Solving
- Staff Development
- Job Coaching
- Call Center Administration
- Call Center Development
- Teamwork
- Instructor\-led Training
- Performance Management
- Employee Training
- Leadership Development
- Management Development
- Coaching
- Training
- E\-Learning
- Workshop Facilitation
- Training Delivery
- Instructional Design
- Captivate
- Needs Analysis
- Career Development
- Soft Skills
- Customer Satisfaction
- Team Building
- Vendor Management
- Call Centers

## Highlights

- Designed and launched a first\-of\-its\-kind CX customer\-service training program at NationsBenefits that achieved SLA attainment for the first time in more than a year\.
- Built and deployed a company\-wide KPI reporting dashboard at NationsBenefits to improve performance visibility and support data\-driven coaching\.
- Created an Excel\-based attendance\-compliance tracker adopted across a high\-performing remote supervisor group to improve accountability and reduce absenteeism\.
- Leads high\-volume, SLA\-driven customer\-support operations at NationsBenefits, with scope across 51 people in SME and advisor functions and customer\-support responsibility including 25 agents\.
- Elevated frontline customer\-experience standards through a structured customer\-service training program at NationsBenefits\.
- Improved morale on multiple underperforming teams through consistent coaching, transparent communication, and performance\-focused leadership\.
- Maintained on\-site operational continuity and team stability during a critical three\-to\-four\-month restructuring period by taking expanded supervisory responsibility across multiple supervisor teams\.
- Defined a vague KPI, developed a training workshop around it, and used individualized coaching to reach a 75% success rate toward the goal\.
- Directed customer\-support and retention operations at Advance Financial across ticket management, outbound engagement, and performance coaching\.
- Used Zendesk at Advance Financial to manage, audit, and optimize customer ticket workflows focused on call volume, retention rates, and response times\.
- Developed strategic reports at Advance Financial that contributed to a 2% increase in profitability\.
- Led staffing optimization and cross\-training initiatives at Advance Financial that generated up to $1 million in increased profitability\.
- Established and led training workshops on phone skills, customer interaction quality, and retention techniques at Advance Financial\.
- Rebuilt and stabilized an underperforming overnight customer\-experience team at Advance Financial\.
- Led QA call\-monitoring programs and performance evaluations at Xerox/Conduent to support service quality and internal\-standards compliance\.
- Delivered new\-hire onboarding and ongoing development programs at Xerox/Conduent to improve agent readiness and performance\.
- Designed and facilitated modular learning programs adopted by Xerox and partner organizations\.
- Trained and developed agents at Xerox/Conduent who consistently met and exceeded quality and productivity benchmarks\.
- Opened call centers from scratch for Conduent for seven years, managing the full launch process\.
- Spearheaded Xerox/Conduent operations launches ranging from 250 to 1,000 seats across domestic and international sites\.
- Helped launch operations in the Philippines and across North Carolina, Mississippi, and Tennessee, building leadership teams, training infrastructure, and QA programs from inception to full performance\.
- Served as a Workforce Management Associate on the Apple campaign at Xerox/Conduent\.
- Produced Apple campaign workforce analytics that surfaced inaccurate bookkeeping and contributed to a 2\.4% financial improvement over the engagement period\.
- Developed workforce\-management reporting at Xerox/Conduent that delivered 2\.4% cost savings over four months through improved forecasting and staffing alignment\.
- Earned Apple IQC/VQC Training Certifications as both a Classroom Trainer and Remote Trainer\.
- Built experience across Xerox roles including call\-center agent, learning and development, workforce management, QA monitoring, operations supervision, time\-and\-motion studies, and escalated customer interactions\.

## Experience

- **Operations Supervisor at NationsBenefits** (2022\-08\-01–present) — Leading day\-to\-day operations for a 25\-agent customer support team in a high\-volume, SLA\-driven environment, I bring a performance\-first mindset to every layer of the operation\. My focus spans quality, productivity, attendance, and schedule adherence — building a culture where accountability and continuous improvement aren't aspirational values but daily practices\. Through structured coaching sessions and data\-informed performance improvement plans, I translate metrics into meaningful individual growth\. I also collaborate cross\-functionally with senior leadership to align staffing strategies, promotions, KPI documentation, and organizational priorities\. A section of my key achievements and contributions in this capacity involve: ✔️ Designed and launched a first\-of\-its\-kind CX customer service training program that achieved SLA attainment for the first time in over a year, restoring operational credibility and team confidence\. ✔️ Built and deployed a company\-wide KPI reporting dashbo
- **Supervisor at Advance Financial** (2017\-06\-01–2022\-08\-01) — In this multifaceted role, I directed customer support and retention operations across ticket management, outbound engagement, and performance coaching within a fast\-paced service environment\. Leveraging Zendesk to manage, audit, and optimize customer ticket workflows, I kept a sharp focus on the metrics that mattered most — call volume, retention rates, and response times — and used that data to lead with clarity and purpose\. My core accomplishments in this role included: ✔️ Enhanced customer experience while driving measurable gains in retention, efficiency, and profitability\. ✔️ Improved communication quality, tone, and customer engagement outcomes by coaching and mentoring agents\. ✔️ Developed strategic reports that contributed to a 2% increase in profitability through data\-driven decision\-making\. ✔️ Delivered staffing optimization and cross\-training initiatives that generated up to $1M in increased profitability\. ✔️ Established and led training workshops focused on phone skills
- **Learning and Development Trainer at Xerox/Conduent** (2013\-04\-01–2017\-06\-01) — Across a progression of roles at Xerox, I built deep expertise in training, workforce management, and operations supervision within large\-scale, multi\-site operations environments\. Each role demanded a different set of strengths — from designing modular learning programs and leading QA monitoring efforts to conducting time and motion studies and managing escalated customer interactions that required complex problem\-solving and stakeholder alignment\. My contributions consistently delivered measurable gains in agent performance and operational efficiency at both domestic and international scale\. I also served as Workforce Management Associate on the Apple campaign \(Xerox/Conduent\), earning Apple IQC/VQC Training Certifications as both a Classroom Trainer and Remote Trainer\. Notable Contributions & Accomplishments included: ✔️ Ensured service quality and internal standards compliance by leading QA call monitoring programs and performance evaluations\. ✔️ Enhanced agent readiness and per
- **call center agent at xerox** (2012\-10\-01–2013\-04\-01)

## Education

- Bachelor of Education \(BEd\), Elementary Education and Teaching — Minot (1997\-01\-01–2001\-01\-01)

## FAQ

### What does Heather do?

Heather is an Operations Supervisor at NationsBenefits\. She leads day\-to\-day customer\-support operations in a high\-volume, SLA\-driven environment, with responsibility spanning quality, productivity, attendance, schedule adherence, performance coaching, staffing alignment, and KPI documentation\. Her scope includes 51 people across SME and advisor functions her customer\-support team responsibility includes 25 agents\.

### What are Heather’s core strengths?

Heather’s strongest areas are call\-center operations management, QA and compliance, workforce planning, training\-program design, performance coaching, KPI reporting, workforce scheduling, customer retention, process improvement, and AI\-assisted workflow automation\. She is particularly experienced in building operations, training infrastructure, and coaching systems that help teams improve against measurable goals\.

### What did Heather accomplish at NationsBenefits?

At NationsBenefits, Heather designed and launched a first\-of\-its\-kind CX customer\-service training program that achieved SLA attainment for the first time in more than a year\. She also built a company\-wide KPI reporting dashboard for performance visibility and data\-driven coaching, created an Excel attendance\-compliance tracker used across a high\-performing remote supervisor group, developed structured customer\-service training, improved morale on underperforming teams, and assumed expanded supervisory responsibility across multiple supervisor teams during a critical three\-to\-four\-month restructuring period\.

### How does Heather approach coaching and KPI performance?

Heather uses structured coaching sessions and data\-informed performance\-improvement plans to translate metrics into individual development\. In one KPI initiative, she took a vague metric, defined it, built a training workshop around it, and coached individuals to a 75% success rate moving toward the goal\. She values ongoing coaching relationships and employee growth over transactional training interactions\.

### What did Heather accomplish at Advance Financial?

At Advance Financial, Heather directed customer\-support and retention operations involving ticket management, outbound engagement, and performance coaching\. She used Zendesk to manage, audit, and optimize ticket workflows while monitoring call volume, retention rates, and response times\. Her strategic reporting contributed to a 2% profitability increase, while staffing optimization and cross\-training initiatives generated up to $1 million in increased profitability\. She also established training workshops on phone skills, customer interaction quality, and retention techniques, and rebuilt and stabilized an underperforming overnight team\.

### What was Heather’s experience at Xerox/Conduent?

At Xerox/Conduent, Heather progressed through roles that built expertise in training, workforce management, QA monitoring, operations supervision, time\-and\-motion studies, and escalated customer interactions\. She led QA call\-monitoring programs and performance evaluations, delivered new\-hire onboarding and continuing development, designed modular learning programs adopted by Xerox and partner organizations, and trained agents who met and exceeded quality and productivity benchmarks\.

### What experience does Heather have launching call centers?

Heather has seven years of experience opening call centers from scratch for Conduent and prefers building operations to managing already\-established environments\. She spearheaded launches ranging from 250 to 1,000 seats, helped stand up operations in the Philippines and in North Carolina, Mississippi, and Tennessee, and built leadership teams, training infrastructure, and QA programs from inception through full performance\. She has also been brought in to stabilize a failing launch\.

### What did Heather do on the Apple campaign?

Heather served as a Workforce Management Associate on the Apple campaign at Xerox/Conduent\. Her workforce analytics identified inaccurate bookkeeping and produced insights that contributed to a 2\.4% financial improvement over the engagement period\. She also developed workforce\-management reporting that delivered 2\.4% cost savings over four months through improved forecasting and staffing alignment\.

### Did Heather have frontline call\-center experience?

Heather began her Xerox experience as a call\-center agent\. That frontline experience preceded her later work in learning and development, workforce management, QA, operations supervision, and large\-scale multi\-site launches\.

### What systems and tools does Heather use?

Heather has hands\-on experience with Zendesk, Salesforce, NICE, Genesys, Kronos, Dayforce, advanced Excel, Captivate, e\-learning, instructor\-led training, and workshop facilitation\. She is increasingly integrating ChatGPT, Copilot, GROK, and Gemini into operational workflows to support efficiency\.

### What is Heather’s education?

Heather holds a Bachelor of Education in Elementary Education and Teaching from Minot\. Her teaching background informs her approach to instructional design, staff development, job coaching, needs analysis, training delivery, soft\-skills development, and leadership development\.

### What certifications does Heather hold?

Heather earned Apple IQC/VQC Training Certifications as both a Classroom Trainer and a Remote Trainer while working on the Apple campaign at Xerox/Conduent\.

### What do references say about Heather?

Anthony Wade, who supervised Guest Experience and worked with Heather for about four years at Advance Financial, described her as approachable, kind, trustworthy, knowledgeable in financial services, and a seasoned leader with a teaching background\. He said she adapted quickly to frequent company changes, implemented new expectations despite employee pushback, and led with compliance, structure, kindness, and clarity\. Rebecca, a former peer in corporate training and later supervision, called Heather a great leader, organized team player, detail\-oriented mentor, and strong developer of people into leadership\. Rebecca said she would recommend Heather, work with her again, and hire her immediately if able\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/ACoAABFqlbAB500go3FMN0Md3hDiUiYcfG8gVd4

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