William Westphal

Available to hire

I am a seasoned customer service and back-office professional with over 18 years of experience in international payment environments.

About

I am a seasoned customer service and back-office professional with over 18 years of experience in international payment environments. I lead cross-functional teams and streamline operations to deliver high-quality service across B2C and B2B. My work emphasizes operational simplification, data-driven decision making, and a commitment to customer experience.

Historically I have built and scaled back-office teams from the ground up, implemented automation and KPI dashboards, and driven improvements in efficiency and risk management. I’m passionate about collaborating across Product, IT, Finance, and Commercial to translate complex processes into reliable, user-friendly operations.

  • 15 years' experience
  • Joined February 2026

Languages

  • EnglishAdvanced
  • Spanish; CastilianAdvanced
  • PortugueseFluent

Industry experience

  • Financial Services
  • Professional Services
  • Education

Work experience· 14 roles

Back Office Manager · Bamboo Payment SystemsSep 2024 – Present · 2 yrs 3 mos

Lead and coordinate Back Office operations for an international payments company, overseeing daily activities across Product, IT, Finance, and Commercial teams. Responsible for supporting daily operations, driving efficiency, and ensuring service excellence. Recruited, trained, and developed the Support team with a strong emphasis on response time, collaboration, service quality, and operational performance. Drove continuous process improvements to increase efficiency, transparency, and cross‑department coordination. Key achievement: led the migration of the CRM system to a modern AI‑driven platform, optimizing workflows, reducing costs, improving response speed, and delivering real‑time KPI visibility for account managers and leadership.

Back Office Manager (Ops Support) · Bamboo Payments SystemsSep 2024 – Present · 2 yrs 3 mos

Lead daily back-office operations across Product, IT, Finance, and Commercial teams; overseeing support functions and driving process improvements. Focus on response time, service quality, and cross-department coordination. Achieved migration of CRM to AI-driven platform, optimizing workflows and enabling real-time KPI visibility.

CX Back Office Manager · ERON INTERNATIONALJan 2023 – Aug 2024 · 1 yr 8 mos

Oversee Customer Experience Back Office operations, with responsibility for reporting, strategic planning, and process design. Led a seven‑person team ensuring compliance, operational efficiency, and proactive issue resolution for merchants. Drove workflow optimization through automation and data analysis; strengthened cross‑functional collaboration and improved service performance and customer satisfaction. Key achievement: Established and led a cross‑functional task force to improve financial and operational response times for IT‑related incidents. Applied incident management benchmarking to define ownership structures, streamline escalation flows, and implement process enhancements across departments. Implemented enhanced monitoring and alert mechanisms for suspicious transactional behavior, contributing to fraud prevention and faster operational response and cross‑team coordination.

CX Back Office Coordinator · ERON INTERNATIONALMay 2021 – Dec 2022 · 1 yr 8 mos
CX Back Office Analyst · ERON INTERNATIONALApr 2018 – Apr 2021 · 3 yrs 1 mo
Administrative Assistant · Panel LTDAAug 2015 – Jan 2018 · 2 yrs 6 mos
Administrative Assistant · PANLE ILTA LTDAAug 2015 – Jan 2018 · 2 yrs 6 mos
Administrative Assistant · BRFS/ANov 2014 – Feb 2015 · 4 mos

Education

Postgraduate Diploma (Financial Management, Controllership and Auditing) · FGV - Fundação Getúlio Vargas, Curitiba, Brazil2018 – 2019
Bachelor's Degree, Business Administration · FESP - Faculdade de Educação Superior do Paraná, Curitiba, Brazil2009 – 2012
Postgraduate Diploma in Financial Management, Controllership and Auditing · FGV - Fundação Getúlio Vargas2018 – 2019
Bachelor's Degree in Business Administration · Faculdade de Educação Superior do Pará (FESP)2009 – 2012

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