VP, CX Insights & Community at PartnerHero | Talking about creating your customer experience from scratch. I build and scale customer-facing teams that give a shit and can help you do the same.

I transitioned from being a barista to working in customer experience 20 years ago, and life hasn't been the same since.

I've been fortunate enough to work at companies like Wistia, Atlassian, Trello and Appcues. I've worked with amazing customer-facing folks to create scalable strategies and delight customers. 

Now, I spend my time helping to elevate leaders of teams and empower them to create the best customer experience. Employee-centered teams with simple, beautiful processes are where I find my joy.

Outside of my work with Boldr, I also consult and write for businesses such as Help Scout, HubSpot, and others. Let's work together!

Mercer Smith

Some of you have never spent 3 hours wrestling with a Zapier webhook payload, crying, googling “why won’t this JSON work,” and then discovering you missed ONE curly brace…and it shows.

I just thought I'd give Zapier's copilot a little spin to create a custom Slack bot and it just...works? What?

Send help, I'm about to automate everything.

CX Strategy & Solutions at Boldr; Author of CXOXO | Talking about creating your customer experience from scratch. I build and scale customer-facing teams that care and can help you do the same.

If you're feeling the ripple effects today… you’re not alone. Lots of DTC/ecomm teams are feeling the Shopify wobble, and EVERYONE is quietly doing the same 3–4 moves to keep things sane. If you're stressed, here are the things that actually help (and you can do all of them in the next 15 minutes):

1) Set expectations everywhere customers look.
Homepage banner, help center note, updated auto-replies, one pinned social post. Nothing fancy, just “We’re experiencing platform issues; replies may be delayed; your order is safe.” This alone cuts inbound fast.

2) Switch support into triage mode.
Not everything needs to be answered right now. Focus on:
 • cancellations
 • address changes
 • fraud/chargebacks
 • time-sensitive shipping issues
 For everything else, acknowledge the limitation and promise a follow-up once visibility returns.

3) Use any source of truth that isn’t affected.
If your 3PL, WMS, ShipStation, AfterShip, or carriers are still giving clean data, respond from that. If you can’t confirm something, don’t guess! It’s okay to say “we’ll follow up when system access is back.”

4) Don’t add pressure while things are wobbly.
Lots of teams are temporarily slowing promos or pausing paid spend until checkout/admin visibility stabilizes. 

Does anyone have a great reply that they've used or ARE using in this case that could help the class? If so, drop it below.

But genuinely: you’re doing great. You’re not powerless. There are moves you can make TODAY that lower chaos immediately. You’ve got this. Happy Cyber Monday!

Some of you are out here using AI for PrOdUcTiViTy while I am creating a GPT to DM and manage 4 other AI-generated player characters through Curse of Strahd because I can’t maintain a regular game night and I miss tabletop. 

We are not the same.

Average Handle Time is the MLM of CX metrics. It really is out here “Hey Girl”-ing your entire org.

It's all fun and games until you realize the whole thing is propped up by bad incentives, magical thinking, and a promise that “if you just do MORE, you’ll be successful.”

It rewards hustle over outcomes (“Just answer faster! Grind harder! Crank those numbers!”). It turns your team into performers instead of problem-solvers. It punishes anyone dealing with real complexity, and the only people who benefit are the ones SELLING THE NARRATIVE (hi, CFO dashboards).

Fast doesn’t equal good. Short conversations don’t equal resolution. And also, spoiler alert, if your human AHT isn’t going up, it means your bot isn’t doing nearly enough/the right things.

One time I accidentally reopened 40k closed tickets, and when I reached out to Desk support to try to get help they said that I was SOL. So instead, I had to operationalize a dream team of my colleagues to help tackle the backlog and get back to a good place with the queue.

Nightmares like these can be learned from. Let my (and our other speakers') mistakes be your advantage.

Come hang out on the 20th to get more! and bring your own stories!!

Open article: Welcome! You are invited to join a webinar: “When SaaS teams learn the hard way”. After registering, you will receive a confirmation email about joining the webinar. by zoom.us

Welcome! You are invited to join a webinar: “When SaaS teams learn the hard way”. After registering, you will receive a confirmation email about joining the webinar.

Everyone in CX has a horror story, the kind where you think it can’t get worse… until it does.

We are 3 days away from our Masterclass for SaaS leaders who’ve lived through the burn-it-all-down kind of CX chaos: angry customers, team burnout, and “we’ll fix it later” moments that came too late.

In 45 minutes, we’ll show you where to actually invest in CX to improve retention, which tools are worth your time (👀 CSAT, we’re looking at you), and how to turn CX from a cost center into a growth advantage.

📅 November 20th
🕛 12:00 PM CT
Come for the lessons. Stay for the laughs. 

🔗 Register now: https://hubs.ly/Q03TB00g0

Content & Comms Strategist | Knowledge Manager | Experience Architect

Hi, friends! As my temporary contract as a Senior Support Content Strategist at Coinbase comes to a close, I’m looking for my next step.

I don’t just write communications and content - I build the systems behind them. Mature operations, smoother reviews, and faster launches. That’s the impact that I bring.

Over the last few years, I’ve focused on:

 🔨 Building scalable knowledge base & help center content
 🔁 Designing and maturing the systems that power content intake, production, and review
 🤖 Structuring content for both AI-forward and human-first support experiences
 📣 Strengthening change management and team culture through thoughtful internal and executive communications

I’m open to opportunities in:

 🧠 Knowledge management
 📖 Content operations & marketing operations
 💬 Internal communications
 🌐 Web content production & maintenance
 🎯 Program and project management
 ❓ More? My skills flex into all sorts of roles!

And while I’m flexible on industry, I have deep experience in:

 💰 Fintech & financial education
 🎨 Artist tools & the creator economy
 📺 Entertainment, media, & events

I’m largely looking for a full-time role, but I’m also open to contract and freelance opportunities. If something crosses your feed that feels “very Alex,” please send it my way!

I’m lucky to have built meaningful relationships with so many talented teammates and collaborators, and I’m grateful for the support as I figure out what’s next. ✨

Customer Experience Maven, Events & Community Enthusiast, and Believer in the Best in People.

🐍 2025 was a 9 year, an ending year, the year of the snake. A year to slither out of that old skin that doesn't fit or leave room for growth and cast it behind, drying to dust. 2026 is a 1-year, the new beginning year, the year of the horse. We gallop into our future, trodding over the broken dreams of this horrible, tension-filled year, and we propel ourselves into the next, great things waiting for us with ferocity. To wrap up the 2025 year in CX, Erica Clayton, Mercer Smith, and I are going live on Dec 10! What a year it's been, and what a future we're stepping into.  🐎🐎🐎🐎🐎🐎

Never heard of the phrase shadow support, but Ben is wicked smart so I’m curious!!

Regional Director for North America at Helpfeel

Shadow support is huge and growing fast. It's when customers go to reddit, a group chat, or their favorite personal AI instead of getting support from an official channel 👻  

Help me get a pulse on this:

You may have heard of shadow IT. Have you heard of shadow support?

The author can see how you vote. Learn more

My nine year old just asked me “mama, how did bowser raise his funding?”

Happy Saturday.

I love seeing others sharing the stuff that I see about our company. Feels good to be seen. Thank you Neal Travis 🌱 for sharing this and your kind words.

Helping professionals be better at what they do - Head of CX @ AIHR - Host of Growth Support

Came across this interesting piece of news yesterday. 

It's a move from Boldr showcasing how classic BPOs are evolving in the new landscape of CX. 

Boldr is launching services that go beyond staffing, and is now supporting the work that leads to it. (https://www.boldr.cx/)

There is a huge opportunity here. 

You might think that you need a BPO or more people because of the way that you have your operations in place. 

But you might be missing some key pieces ahead of that. 
Are they set up in the best way possible in the first place?

I think it's a pretty great move by Boldr 
Ensuring that customers are set up to scale smarter, not harder

Especially in an age of CX that is dominated by smarter technology, where just needing to fill seats is no longer something that works.

What do you think? Are more 'Operations Partners' becoming needed?

P.S. See the full release here from CEOTimes: https://lnkd.in/e9uuErim

Yo have you ever seen a better lineup? I'm not on the picture, but I will ALSO be leading this conversation with the ever amazing Chrissy and Jessica-Rose. 

If you are looking at 2026 and shakin' in your boots, feel that fear no more.

Your 2026 CX plan isn’t going to magically appear in your stocking, unfortunately.

We’re bringing in a trio of CX minds who know how to turn year-end chaos into clarity: Jessica-Rose Garcia, Chrissy Sebald, and our host Mercer Smith. Together, they’ll share their tips on how to step back, rethink what actually matters, and build a 2026 plan that doesn’t immediately ⚠️self-destruct⚠️.

📅 December 17th 
⏰ 12:00 PM CT

Because if you wait until January to get strategic, 2026 is going to roll in like “Hey bestie, remember that pile of unresolved CX problems?”

Jen is amazing, and any role working with her would likely be sooooo much fun. If you are in the NYC area, have a look at what she's got cooking!

GM, US Operations & Head of Global Customer Support at Tapstitch | Sweetgreen CX Scale ($50M→$600M) | ex-Warby Parker | Building Customer Experience, Operations & Service Design Systems That Scale

I’m excited to share that I’ve stepped into a new role as GM of U.S. Operations & Head of Global Customer Support at Tapstitch.

We’re building the U.S. team from the ground up: owning the customer journey, GTM and lifecycle strategy, and the systems, culture, and operating model that will carry Tapstitch through our next phase of growth. I feel incredibly grateful for our 120+ cross-border teammates in Guangzhou whose garment sourcing, production, logistics, product, and development work is the backbone of everything we do.

Tapstitch is a fast-growing Series A company with a simple mission: to make it easy for creators, entrepreneurs, and small businesses to bring their fashion & brand ideas to life.

Our platform connects U.S. customers (and beyond) directly to a flexible fashion supply chain in China. We offer an on-trend catalog, powerful design tools, and seamless dropshipping so  creators can focus on what they do best: building their brand. We integrate with Shopify, Etsy, Wix, etc., making scale frictionless.
Our U.S. team in DUMBO is small but mighty: high-EQ, analytical, creative, and driven. Every day we get to partner with inspiring customers across industries and creator communities.

And now… we’re hiring.
I’m looking for creative, analytical builders who want to shape something from day one. Open roles:
Customer Success Manager
CX Strategy & Standards Manager
CX Vendor & Workforce Optimization Manager
If you love building systems, improving experiences, and working closely with creators and entrepreneurs, there’s so much opportunity here.

We’re NYC-based, working out of a sunny loft in DUMBO, and moving fast.
If this sparks something for you (or someone you know), drop me a note!

PS: This also doubles as my ‘I’m officially back in NYC’ announcement. If you have any great gluten-free or dairy-free spots, farmers markets, or epic coffee shops, the Californian in me would love your recs.

The power of AI AND HUMANS TOGETHER cannot be understated.

As customer expectations rise, evolving from a scripted chatbot to a generative AI agent isn’t just smart; it’s essential. At IPSY, making that shift helped us achieve a 943% ROI in just four months.

I recently connected with the ada CX team to discuss IPSY’s AI transformation journey and the progress we’ve made in a short amount of time. Since launching our ACX program earlier this year, the results have been exceptionally strong. The momentum has given us the confidence to continue investing and to pursue even more ambitious opportunities.

This work has meaningfully elevated the role of Customer Care across IPSY. Our advancements in AI have unlocked new investments, strengthened cross-functional partnerships, and set a new standard for how we approach automation across the organization.

While AI is central to this progress, the driving force has been the people leading it. I want to recognize Anna Prince (Ricci), our AI & Automation Strategy Manager, whose early leadership played a pivotal role in our success.

For the full story, you can read the case study here:

Open article: IPSY | Ada | Case Study | Ada by ada.cx

Hunter Douglas, Inc.

Responsible for business insights, workforce management, telecom, project management, and employee engagement.

Director of CS Operations / Workforce Experience

Lacuna Health

Workforce Management

Staples

Key Accountabilities:
● Responsible for providing galvanizing leadership to 2 direct reports and 11 personnel across the US and Canada
● Relied upon create and deploy strategies capable of ensuring organizational KPI performance
● Essential department lead of complex project transitioning business from MicroStrategy to Microsoft’s Power BI
● Proficiently manages the performance of vendor(s); leads communication, reporting, and quality assurance 
● Expertly designed, engineered, and maintains innovative Enterprise Workforce Dashboard

Key Accomplishments:
● Recognized for skillfully guiding all 5-business units in returning to service level and budget performance KPIs
● Catalyst to implementation of 2nd vendor utilizing champion / challenger model
● Successfully aligned department to new corporate initiatives to enable cost cutting and exemplary service
● Orchestrated increase of CSAT score from 51% to 91% within first 6-months

Strategic Manager - Workforce

StarTek

Key Accountabilities:
● Responsible for providing effective leadership to 11 direct reports and 35 personnel across the US, Philippines, and Central America; Essential backup to Global Workforce Director
● Relied upon to ensure financial and service level performance across dozens of billing models and structures
● Expertly managed the entire capacity planning department for both halves of STARTEK 
● Selected to co-manage and execute technology transition from ACD and WFM platforms

Key Accomplishments:
● Catalyst to revitalizing departments into being capable of earning top vendor stack rank across multiple clients
● Resolved process problem in The Philippines that was estimated to result in a $1.04m financial impact between added labor and lost revenue
● Rolled-out brand new line adherence billing model; attained top performance in service and financial numbers
● Resolved $783k invoice dispute with a Fortune 50 company and prevented the discrepancy from occurring again
● Created efficiencies capable of eliminating site closures with a fortune 50; successfully returning the program to growth and profitability
● Implemented inspection model to sample process adherence intraday and provide a per-client bi-hourly RYG readout to Sr. Leadership;  resulting in adherence going from red-86% to green-92% within 2-months

Workforce Director

Key Accountabilities:
● Responsible for providing leadership to 5 direct repots and 11 personnel across the US, Canada, and Philippines
● Relied upon to efficiently manage AT&T Wireless, the second largest client, and four minor clients; three in the telecommunications channel and one insurance channel
● Orchestrated planning and long-term growth strategies for clients; contributed to several high-profile RFPs

Key Accomplishments:
● Stopped FTE reductions from 3rd largest client and returned them to growth; becoming the 2nd largest client
● Championed several high-profile RFPs, collaborated to produce annual presentations on service deliverables

Senior Workforce Manager

Workforce Manager

Integral role in achieving Vendor of Choice with a Fortune 50 telecommunications client

Implemented process controls, rigor, and changes that resulted in site growth and top vendor stack rank

Kicked off SOP for tallying absenteeism within workforce system, still used in STARTEK today

Operations Manager

Managed three teams as interim OM and a specialty team as a Supervisor.

Interim Operations Manager

Co-developed STARTEK Business Review Journal SOP and Train the Trainer SOP now known as Training ROCK,  both are still used in STARTEK today

Ran STARTEK’s first Academy Bay and implemented our first use of throughput as a key performance indicator

Supervisor 1, 2, and 3

Trained new hire agents in an Academy Bay program.

Call Center Coach

Call center agent for a telecommunications client.

Call Center Agent

Protocol Communications

Call center agent for a software production client.

Agent

AT&T

Earned Circle of Excellence

Co-implemented AT&T Broadband’s first Retention Desk

Supervisor

Jeremy is known for providing authentic leadership and transformative business strategies.  He is passionate about lifting employee performance by removing barriers, creating efficiencies, and providing new tools.  Throughout his career, Jeremy has maintained a keen ability to distill business objectives into actionable plans capable of supporting goals while driving revenue.

Career Highlights
● Refocused and revitalized department to performance levels not seen in the 7-years prior to accepting role with Staples; recognized for lifting workforce CSAT scores to 91%
● Designed, co-engineered and deployed Enterprise Workforce Dashboard utilizing MicroStrategy Visual Insight and Staples; reduced reporting lag from 3 hours to 15 seconds
● Spearheaded end to site closures for client, enabling growth and becoming largest client at STARTEK
● Created company-wide process for managing billed-to-paid at an interval / intraday level, bringing 11 clients to making BTP expectations that were missing 
● Resourcefully reduced capacity planning staff by ½ while increasing quality of output and impact of results through process improvement, automation and upstream problems for the planners
● Facilitated John Maxwell’s 17 laws of leadership, which included about an hour of public speaking at each of 6-sessions across 6-weeks
● Honored recipient of 2015 Impact Player of the Year Award

Professional Skill Set:
● Direct Report Leadership 
● Performance Management
● Vendor Management
● Employee Engagement Strategy
● Call | Contact Center Management
● Customer Experience | Service
● Remote Workforce Operations
● Workforce Management
● Client Management
● Process Improvement

Technical Proficiencies:
● Aspect eWFM
● Oracle SMART
● MicroStrategy
● Kana Email Client
● Avaya IEX | Phone System | CMS
● Aspect Phone System | Canvas
● PowerFront Chat Client
● Five9 Outbound Dialer
●MS Office Suite | MS Excel | MS Flow | MS Publisher | MS SharePoint

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Mercer Smith

Jeremy Markey

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The Battle

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Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Mercer Smith's LinkedIn Performance

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