The AI-powered assistant for Customer Success Orgs and busy Executives.

- Partnering with law firms to provide exceptional client experiences.

Learning ✏️+ Building👷‍♂️SBO4

- Acting as CSM for a 1000 SMB book of business, managing both renewals and post sale processes. - Strategically partner with clients and stakeholders to retain and expand products and services post implementation. - Conducted semi-annual Business Reviews with customers to ensure customer satisfaction and loyalty through proactive communication and responsive actions.- Proactively identified client issues and coordinated with internal support for resolution.- Coordinated internally with Customer Service, Accounting, Sales, and Implementation to manage all accounts insuring retention of clients.

- Worked with current customers to provide expertise on what additional products should be added to their existing package. - Scheduled and ran demos, identifying where Solutionreach add-on products could be of most help to individual practices.- Completed full sales cycle, scheduling, presenting, and closing.

- Worked side-by-side with Account Executives to provide qualified leads through call, text, drip, and account-based marketing. - Set appointments with SMB customers and potential mid-market customers such as large dental and vision practices.- Maintained 100% quota attainment during time in role.- Partnered with Account Executives, helping to schedule & maintain consistent lead flow.