Amanda Case Email and Phone Number

Leads Sales, Customer Success and Marketing to ensure alignment cross-functionally. Plan, direct, coordinate, and oversee operations activities in the organization, ensuring development and implementation of efficient operations and cost-effective systems to meet current and future needs of the organization across the Revenue Department. Define segmentation at the customer level and identify the scope for improvement. Develop plans and strategies, manage sales teams, organize and maintain sales operationsManage sales budget, take charge of recruiting and hiring sales staff, develop sales training programs, monitor market and improve customer satisfaction by anticipating consumer needs, identify where improvements can be made, foster client relationships, manage Marketing efforts and processes.

As the Director of Customer Success at Net-Results I have the direct accountability for process and people management of the Customer Success team supporting our customers. As a member of our critical front line function, our customer success team is responsible for day to day customer relationship management, proactively retaining and growing users. I work closely across all teams and functions including Sales, Marketing, Product & Engineering, Operations to deliver world class customer service and solutions to market.How I've made an impact:• Development and oversight of CSMs as well as related processes integral to the Net-Results organization.• Design the proper and dynamic organizational structure for maximizing productivity and oversight of a growing team.• Building processes and a support structure for scale and quality.• Cultivate the CSM function within the accountants vertical through management including proactive skills development, coaching and mentorship.• Balance resources against priorities and objectives.• Help development of standardized metrics by which performance is consistently measured.• Constantly monitor and improve customer satisfaction as it relates to the Net-Results platform, implementation, and fulfillment processes.• Proactively oversee Net-Results portfolio, identifying growth opportunities and up-sell potential within the existing client base.• Understand, effectively communicate, and teach Net-Results’s value proposition,• Ensure the quality of services and solutions, including satisfactory resolution of all support requests, and troubleshooting of all reporting, ad-serving, or data issues.• Introduced the Customer Satisfaction Survey • Currently working on Renewals, Churn, Referral Programs, and NPS

Scalaby and proactively deliver fast, reliable service for small businesses to create customer advocacy!

• Sandler Sales System Certification• Top 1/60 sales performer in volume and impact• Advise business owners on services, find pain points, elicit commitment, guide the setup and activation processes• Take on multiple new projects within the Customer Success and Support teams during COVID19 educating and advising customers• Lead and revamp the mentorship program• Life, Health, & Accident [Insurance] Producer's License- AZ, CO, DC, GA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WIOn top of full-service payroll, Gusto offers health insurance, 401(k)s, expert HR, and team management tools. Today, Gusto offices in Denver, San Francisco, and New York serve more than 100,000 businesses nationwide.On the inbound sales team, I work with small businesses and help them solve their payroll, benefits, and HR needs. Some everyday tasks include but are not limited to: having sales conversations with potential customers over the phone, giving demos of our product, and guiding companies when running payroll.Since March of 2019 I have been flexing into multiple positions at Gusto, due to the uncertainty presented by COVID-19. I have trained in our Customer Success program as well as the Paycheck Protection Program to ensure our customers are getting the support they need during this time to keep them compliant.To learn more about life at Gusto, visit gusto.com/careers. We’re hiring in San Francisco, Denver, and New York.

• Recruit and interview both administrative and light industrial candidates within the local market and identify key matches between candidates and employers to successfully fulfill job orders.• Provide career counseling to prospective, current temporary and temp-to-hire candidates.• Balance and maintain both existing clients while generating future staffing opportunities.• In-depth focus on client relations, customer service and retention.• Undertaking general administrative duties such as answering phones, scheduling, preparing portfolios for both clients and employees and organizing

Merrill Lynch Wealth Management sector. 10-week internship designed to provide interns a foundation in understanding the financial services industry, the Merrill Lynch business, and the financial advisor career paths. Interns gain exposure to key aspects of wealth management, including investments, relationship building, digital capabilities, and client support. I will be responsible for conducting product, market, and client research, developing business acumen and understanding of the markets, providing dedicated administrative and sales support to financial advisors, building and maintaining relationships with clients, providing exceptional client service, assisting in business development and marketing, reporting and analysis, completing weekly learning activities and ad-hoc projects.