Kate Elliott (She/Her) Email & Phone Number

Indianapolis, In, Us

Lee'S Summit, Missouri, Us

At Filo.co, we're building the future where online meeting fatigue is replaced with meaningful engagement and increased productivity.Our fast, flexible virtual spaces help organizations produce collaborative events, all-hands meetings, kick-offs, team brainstorms, war rooms, sprint weeks, workshops, and virtual offices quickly. This enables our customers focus on content and outcomes rather than complicated setups, logins, and links. Learn more and request a demo at https://www.filo.co/.

I oversee all Customer Success and Support teams and efforts for our entire customer base. I recently revamped our entire onboarding process to ensure a smooth transition from sales, to onboarding, to support. One of my key responsibilities is scheduling and conducting interviews with our current customers to learn more about how they do business and how we can improve our solution to better serve them.

Indianapolis, In, Us

I am responsible for all our customer relationships from kickoff and onboarding, through expansion and renewals. I manage two Customer Support Representatives, and own proposal creation and invoicing. I implemented Helpdocs to assist in process documentation for our internal team, as well as for our customers. I ensure feedback loops are shared between our customers and our product and engineering teams, as well as any communication that needs to be shared and handled for our customer’s candidates. I own scheduling Product Feedback sessions between our customers’ and our product team. I have also created Typeforms for various projects, including gathering Customer Satisfaction scores.

We are working with companies with recurring revenue, to build processes, monetize and align their customer success organization with strategic business goals. A well executed customer success vision allows customers to reach their desired business outcomes quickly. Our Customer Engagement solution gives the organization the power to execute their work consistently, provides transparency into accounts, and increases customer loyalty.

Helping define Customer Lifecycles, engagements, and achievements for our customers, and by using intuitive activities and triggers within our workflow management platform assisting them in delighting their customers and reaching their desired outcomes.

Bolstra is a software as a service company that provides a customer engagement management platform to help B2B companies manage customer engagements and help them achieve desired outcomes. This results in increased customer success, maximized lifetime value, and greater retention. We love helping companies ensure their customers are delighted and have an exceptional experience from beginning to end.

Carmel, Indiana, Us

Assisting the client account managers in their daily tasks, attending client meetings, creating weekly reports, list requests, follow up e-mails, and strategy around messaging and scripting with client projects.

Carmel, Indiana, Us

Carmel, Indiana, Us

Supporting our sales team to help them be successful. This includes following up with prospects, creating and sending contracts, and setting up new meetings for the sales team. I am responsible for updating our new client spreadsheet, uploading new client files and sending out thank yous to new clients and our business partners.I also work along side our HR director with company culture (events, logo wear, internal newsletter and photography), volunteer efforts (scheduling and promoting events with our team) and some social media/marketing pieces.

Carmel, Indiana, Us

Primary responsibility is researching relevant companies and titles within companies as it aligns to client projects.