Travis Smith Email & Phone Number

Ames, Iowa, United States

As a Customer Success Architect at Workiva, you will be a driving force behind our commitment to customer and partner success. Your primary focus will be collaborating closely with valued partners and our shared customers to craft impactful early-lifecycle experiences that foster lasting success for all involved. As a strategic thinker, you will proactively identify opportunities for innovation and optimization, working hand-in-hand with cross-functional teams to implement solutions that drive customer satisfaction and loyalty. Your passion for customer success and deep understanding of Workiva's offerings will enable you to provide strategic guidance to customers and partners, maximizing the value they derive from our solutions. Join us in shaping an exceptional customer experience that elevates Workiva as an industry leader.

Ames, Iowa, United States

The Lead CSM serves as the primary point of contact and "captain" of the customer's success team. Not only am I managing the entire customer lifecycle by focusing on business outcomes, identifying opportunities for growth, and evangelizing value realization within our highest value named accounts post-sale, but I am also the decision maker for how and when certain communication is distributed to my assigned customer base. As a Lead CSM, my primary mission is to maximize our customers’ ROI in the Wdesk platform. I develop and maintain close relationships with management sponsors, and serve as a strategic advisor to VP's and chief executives and or key stakeholders throughout the customer lifecycle, in a focused effort to move them up the value curve and deliberately forward in product maturity model. I work closely with Workiva’s Services team, Support team, Marketing team, Sales Team, and other various internal leadership teams to drive wide-spread, scaleable adoption by ensuring customers are effectively onboarded, trained, and supported throughout the customer journey.I have extensive knowledge of the SEC and FERC filing process and well as ESG reporting.

Ames, Iowa

• Build strong customer relationships and explore opportunities for growth • Work side-by-side with the customer to define a set of goals and objectives and create a roadmap • Onboard customers and drive the initial implementation and integration of Wdesk while effectively managing customer expectations• Understand service agreement terms of each customer contract and ensure the work is completed and delivered to the customer on or before the deadline• Educate both new and established customers on general Wdesk functionalities and best practices as well as new features as they become available• Convert customers into raving fans by providing timely, individualized attention, efficient and active follow-up and consistent, positive communication with each customer to ensure the customers are receiving maximum value from Wdesk• Keep management informed of progress and obstacles related to customer accounts, seeking feedback as necessary and responding appropriately to improve work performance and optimize customer success • Become an expert on Wdesk products as well as customer use cases and use this knowledge to identify and solve customer pain points through adoption of new Wdesk products and features • Use customer management tools to track customer communication, issues and metrics • Work closely with product and engineering teams to ensure customer feedback is being incorporated into development decisions• Demonstrates a willingness to quickly learn new tools and applications, product solutions, rules and regulations and business best practices • Support initiatives that address customer needs, product utilization and improving team efficiencies to help meet company goals • Collaborate with other internal teams such as Sales, Marketing and Education Services to provide subject matter expertise as new products and services are rolled out to customers

Urbandale, Ia

• Build relationships with customers and carriers• Negotiate rates with carriers• Book available loads based on customer needs and load requirements• Arrange for load pick-up and delivery• Track inbound and outbound freight using a Transportation Managment System• Resolve any issues that may arise in load delivery

Urbandale, Ia

• Identify new customer opportunities utilizing a variety of creative methods• Establish and regularly challenge existing sales goals• Penetrate assigned territories and build a steady pipeline of business• Respond to sales inquiries by phone, email or in-person• Design marketing materials and presentations for potential customers• Develop sales proposals and contracts• Forecast potential new business• Use CRM tool and maintain contact list• Report on lead generations• Maintain updated knowledge of services offered, logistics industry, market conditions and competitor strategies• Participate in networking and sales events• Ensure customer service satisfaction and positive customer relationships

Altoona, Ia

• Build tactical plans for Sales Managers and Associates to achieve superior business results in a manner that demonstrates the values and behaviors the Dynamic Organization• Ensure sales, revenue and customer engagement goals are met and exceeded in such a way that supports the broader strategy of delivering the ideal customer experience and achieving superior business results• Responsible for full operation of store(s), including facilities, staffing, cash management, inventory, and safety and security procedures• Ensure the retail showroom design plan-o-grams and related guidelines are adhered to within the store• Manage store scheduling, forecasting, and allocation of store resources, ensuring that the customer experience is a driving force behind all decisions• Motivate and inspire excellence by setting clear expectations with Sales Managers, providing timely feedback, evaluating performance, and seeking continuous improvement• Select, train, and develop Sales Managers, ensuring they are fully equipped with the tools, information, knowledge, skills and business relationships necessary to effectively lead others and provide the world’s best customer experience• Execute on strategic local tactics for talent attraction and brand marketing purposes, and serve as a conduit of insight and information on local happenings for a variety of business partners• Create a culture of accountability where positive performance is celebrated, and underperformance is addressed through appropriate coaching, development, and/ or corrective actions• Serve as a brand ambassador and advocate for U.S. Cellular® by organizing local community marketing and sales events, and participating in company giving or philanthropic campaigns• Identify leaders and Associates with advancement potential and provide ongoing development to build skills and capabilities, ensuring leadership bench strength• Travel to additional work locations, meetings, and trainings as necessary

Ames, Ia

• Demonstrate leadership through the values and behaviors of the Dynamic Organization, by setting clear expectations with Associates, providing timely feedback, evaluating performance, and seeking continuous improvement• Ensure sales, revenue and customer engagement goals are met and exceeded in such a way that supports the broader strategy of delivering the ideal customer experience and achieving superior business results• Hire, train, develop, and mentor Associates, ensuring they are fully equipped with the tools, information, knowledge and skills necessary to serve customers and achieve sales goals• Maximize the quality and sales potential of the customer experience by supporting Associates, as needed, in their customer interactions• Create a culture of accountability where positive performance is celebrated and underperformance is addressed through appropriate coaching, development, and/ or corrective actions• Stay up-to-date on products, promotions, and other initiatives, and communicate this information to Associates in a manner that fosters enthusiasm and understanding• Guide associates to embrace and navigate change in a work environment that is continuously growing and evolving; hold self and others accountable for accepting and moving forward with change• Serve as a brand ambassador and advocate for U.S. Cellular® by engaging in the local community through marketing and sales events, as well as through company giving and philanthropic campaigns• Encourage Associates to achieve their career potential through appropriate development opportunities essential to ongoing learning and growth• Identify Associates with leader potential and actively plan for their development in order to build organizational bench strength• Protect customer and company information in compliance with legal requirements• Travel to different work locations, meetings, and trainings as necessary

Ankeny, Ia

• Greet all customers in a professional, friendly, and timely manner, including answering phones and directing customer inquiries to appropriate party.• Respond to customer inquiries and process customer requests, including but not limited to name, address and rate changes; suspensions, disconnects, and resumes; taking payments; resolving problems related to equipment, billing, roaming and service; and changes in vertical services.• Work with customers who indicate a desire to disconnect and perform retention activities to save that customer.• Troubleshoot equipment issues for customers and process repairs, including but not limited to providing loaner phones, shipping of equipment, and completing the repair cycle.• Update customer account after every customer interaction.• Achieve or surpass individual sales targets for portfolio of products and services which would include new customer acquisitions, sale of essentials, and vertical features on a weekly/monthly basis while achieving the highest level of customer satisfaction.• Participate in marketing efforts to solicit new business, including but not limited to outbound calling, community involvement, outreach programs, and promoting the brand inside and outside the store/retail location.• Responsible for opening, closing and operating the retail facility, including and but not limited to cash handling and deposits as governed by operations control standards.• Complete accurate paperwork and transactions according to company policies and procedures.• Assist with inventory counts as needed. • Assist in maintaining store appearance and individual work area according to the retail store standards.• Receive and process all payments according to standard procedures.• Attend all required U.S. Cellular training programs and meetings.• Assist with all functions within a retail store by complying with U.S. Cellular policies and procedures.• Assist in other tasks, duties, or projects as assigned by management.

Urbandale, Ia

• Lumber Liquidators Assistant Store Manager is a lead position that assists the Store Manager with the daily operation of a retail showroom and warehouse facility. The ASM is responsible for the selling areas of the building, and in absence of the Store Manager, for the management and operation of the store.• Leading associates to drive sales while providing overall customer satisfaction• Driving sales, customer service, and inventory control• Building, training, and motivating a sales team to achieve goals, ensure efficiency, and provide superior customer service• Preparing orders for shipment/pickup by customers; loads customers as needed

Urbandale, Ia

• The Sales & Product Specialist is responsible for assisting the Store Manager and Assistant Manager in the daily operations and maintenance of the store warehouse and the retail sales floor• This role involves extensive heavy lifting and routine movement of product• Individuals in this role are focused on supporting the store warehousing, operating and selling processes, customer service and helping the store achieve or exceed sales and profit goals on a daily, monthly and annual basis• A key accountability is insuring overall customer satisfaction throughout the sales and product delivery processes

Bachelor Of Arts (B.A.), Liberal Arts And Sciences/Liberal Studies

Education record