Customer Success
CurrentUPilot's vision is to bring growth-enabling enterprise features to today's fast-growing companies. UPilot does that by simplifying the CRM industry's killer complexities, providing growth-enabling features to small and medium B2B companies, and helping them escape the endless cycle of upgrades and complex pricing models. Currently growing with unparalleled user adoption by salespeople, our vision is to continue developing highly disruptive features that will increase the value for our customers and become a dominant player on the global stage.At UPilot, I:- Help drive product adoption by advising key stakeholders on best practices - Implemented, managed, and automated reporting for analytics for both website and app- Plan, implement, and manage online custom reporting through both API and Zapier integrations- Act as first point-of-contact for key accounts- Help derive maximum value by custom configurations for each client based on their business requirements- Manage onboarding processes for all new users with a high-touch system- Manage all support activities using Intercom.io