Customer Success Manager
Current• Lead and develop relationships with the top clients at Veriday (RBC US/CAN, CIBC, IPC), key stakeholders & end users by way of weekly and monthly meetings reviewing roadmaps, performance and usage metrics of flagship product ‘Digital Agent’• Conduct customer onboarding, regular business reviews, goal alignment with customers to achieve objectives• Lead and supported projects ranging in scale ($250-500K+), reporting to the Senior Project Manager, including a digital wealth rebrand for CIBC, migrations of of RBC and CIBC from former platforms to the Digital Agent platform• Work with enterprise client Digital Wealth marketing teams and their advisors on strategic marketing campaigns, product adoption, content creation, collecting feedback & effectively communicating findings back to the business• Relationship management for new and existing clients• Utilized JIRA + Zendesk to manage enhancement and change requests, workflow of digital projects• Collaborate with sales team to help identify and drive expansion opportunities• Provide product training to ensure clients getting the most out of the Digital Agent platform