Jordan Carter Email & Phone Number

Melbourne, Victoria, Australia

Lead a dynamic team of Customer Success Specialists adept in both Onboarding and Support roles, driving exceptional customer experiences and fostering business growth;- Serve as a hands-on leader, addressing customer escalations with finesse and providing additional support where necessary- Champion a culture of excellence in customer service through.

Australia

Helped with unlocking the full potential of innovative legal technology. As a Senior Onboarding Specialist at Clio;- Hosted daily live training sessions, leveraging Zoom, CSAT, and Salesforce to engage attendees and drive product adoption.- Identified critical milestones indicating a client's "first value" and orchestrated strategies to expedite its.

Vancouver, British Columbia, Canada

Oversee and coordinate all account management activities and deliverables; Maintain communication and coordination with Sales, Marketing, Support, Product and executive team members. While supporting team members with coaching, training, and identifying revenue opportunities and iterations required for ongoing projects.

Vancouver, British Columbia, Canada

As a Subject Matter Expert and Senior Account executive I build strong relationships with our clients and execute Projects that ensure team targets sales targets are reached while preventing churn.

Vancouver, Canada Area

Connecting with customers on delivering value, and to enable relationships to guide the customer to first value, further value and help improve workflows. Managing any incoming refund requests and some accounts who may be looking to cancel.

Vancouver, Canada Area

Helping users effortlessly and efficiently use the software that will change the legal practice forever. Answering simple through to complex queries on workflows, new features, and integrated applications to assist new and experienced users of Clio via email, phone or chat.

Melbourne, Australia

Team Leader of 25 call centre consultants striving to push NPS results and First Call Resolution. A centre point for complex queries, conflict resolution and finding creative solutions. Created fair guidelines of behaviour between team members and motivated cross pollination of knowledge between insurance, superannuation and investments. Developed.

Melbourne, Australia

Receiving inbound calls and making outbound calls to existing AMP customers for the purpose of engagement, relationship building, education and retention. Facilitating the right conversation in order to identify the customer's needs and effectively communicating the features and benefits of the products within the general-advice boundaries. Having.

Melbourne, Australia

Received calls relating to insurance enquires across a variety of new and legacy products. Ability to navigate and source information from multiple internal systems while holding a conversation with financial planners, third party brokers and policy owners. Developed and maintained an in-depth knowledge of products and services including the legislative.

Wellington

Accepted inbound calls that related to highly sensitive passport information in order to relay appropriate answers to both simple and complex queries. Accessed confidential records on multiple databases for clients, while dealing with the hazard of enquires from fraudsters. Coped with highly stressful situations in variety emergencies while following.