Director Of Customer Success
Current• Held weekly customer meetings with key decision makers to provide training, gather requirements and alleviate pain points. • Maintained relationships with 20 clients via online meetings and emails to ensure they were satisfied with our product• Worked with the Sales team to upsell active happy clients on further customization work• Customized Salesforce instances for several clients to meet their business needs. • Conducted onboarding and training meetings for clients to… Show more • Held weekly customer meetings with key decision makers to provide training, gather requirements and alleviate pain points. • Maintained relationships with 20 clients via online meetings and emails to ensure they were satisfied with our product• Worked with the Sales team to upsell active happy clients on further customization work• Customized Salesforce instances for several clients to meet their business needs. • Conducted onboarding and training meetings for clients to learn Salesforce as a whole, as well as the ServiceEcho application• Prioritized development tasks for the team based on customer needs• Utilized Jira (Atlassian) software to track customer requests and delegate work to team members. • Created training manuals and documentation for the custom processes and tools made in Salesforce by our team. • Designed email templates and launched email campaigns using Pardot software to gather more leads for the business and to retain current customers. Show less