Brian Erdmann Email & Phone Number

CSM of the year 2023

Strategic consultant to our enterprise customers.Identify goals and help customer exceed them.Conduct regular health check presentations with C-suite and other main decision makers.Advise on best practices and ensure customers are getting the most out of their existing product.s

In charge of migrating our clients from the Runzheimer platform to the new Motus platform

In charge of onboarding and managing the implementation of our clients. This includes managing the entire scope of the project; Such as coordinating resources, implementing new policies and processes, creating communications, facilitating organizational change and leading training sessions.I Work with all levels within the organization to ensure a smooth.

Analyzed partner needs, and recommended individualized solutions for most efficient use of software.Followed best practice protocol to advise partners in proper use of products, so that they can more effectively utilize software tools.Configured software to match specific needs of partners.

Identified and implemented processes to increase partner satisfaction.Twice, after Zywave acquired new companies, I acted as a liaison between Zywave and the new company traveling to each location (Nashville and Winnipeg) to ensure successful transitions.Created processes that increased efficiency of inter-departmental communication to exceed corporate and.

Mastered a complex suite of insurance products. I work directly with many of our Partner's on their complex issuesUsed as a reference point for our Partner Support Specialists to help them grow as Specialists, and to assist them with resolving issues. Go-to person for people who need assistance troubleshooting their Zywave Products.

Worked with a complex suite of insurance software to help our Partners grow their business. I provided superior customer service while solving an above average amount of questions/issues

In charge of purchasing, selling, and budgeting of our soccer product. I worked closely with our customers to provide exceptional customer service and to ensure their complete satisfaction.Worked closely with our new hires to ensure they were properly trained on our product, and provided exceptional customer service