Success Operations Specialist
CurrentI developed streamlined processes around product outreach, service requests and delivery of services to increase overall efficiency. This required me to integrate new products such as Zoom Events and Surveymonkey to create a seamless customer journey for requesting, scheduling and experiencing our team’s services.I was also responsible for documenting the Professional Learning Team’s delivery outreach, and product delivery process so that the Sales team understood how to effectively request our services and track our delivery process for their own accounts as well as the post-delivery evaluation processes to facilitate continuous improvement of products and services.I also manage relationships between the sales, marketing and accounting departments to develop strategic changes that improve our performance, simplify our processes and better suit the needs of our customers. These changes included a suite of 20 internal Salesforce reports to track project development and financial performance.I created a suite of 10 dashboards to visualize performance based reports so that individual Account Managers and the company at large could examine our team’s performance in key districts and worldwide. I used these dashboards to perform Quarterly and EOY Financial Analysis for performance of different product types and suggested strategic changes from January 2021 to present.
