Customer Success Advisor
Current- Help create Success Plans for our Clients' Future Tax Requirements, including through: Mergers & Acquisitions, Divestitures, Audits, Etc.- Determine Pain-Points within Clients' Current Workflows and find Creative Solutions to Minimize Churn, Maximize Client Satisfaction & Prevent Negative NPS- Created a Custom SalesForce Dashboard showing important Metrics for the Customer Success Team and Management- Created a few Custom Reports in SalesForce for the Customer Success Custom… Show more - Help create Success Plans for our Clients' Future Tax Requirements, including through: Mergers & Acquisitions, Divestitures, Audits, Etc.- Determine Pain-Points within Clients' Current Workflows and find Creative Solutions to Minimize Churn, Maximize Client Satisfaction & Prevent Negative NPS- Created a Custom SalesForce Dashboard showing important Metrics for the Customer Success Team and Management- Created a few Custom Reports in SalesForce for the Customer Success Custom Dashboard- Utilize GainSight and SalesForce to document Client Health for Management & Sales Show less