Customer Success Manager/Orientation Specialist Ii
CurrentManage all aspects of a customer onboarding process for all Spear memberships offeredEducate customer and their team on value of the platform and products available to themConduct onboarding for all Spear productsConduct internal team training on Spear products as well as assist team members with training or questions on internal softwareReport issues customers have with platform and functionalityMaintain communication with CSMs on all customer journeys through onboarding and make the handoff to CSM upon completion of orientationSend referrals to sales team for upgrades to membership based on what might be a better fit for the customer based on conversations and goal discoveryAll responsibilities and goals of Orientation Specialist I are also part of my role