Participate in the maintenance of the Client Success playbook related to support process & procedures to ensure the information is current and accurate.
November 11, 2022
Develop and maintain technical expertise in assigned areas of product functionality and utilize that expertise effectively to help customers.
November 26, 2022
Feels comfortable working with tools such as Excel, Salesforce, Jira, and Trello.
February 10, 2023
Participates in monthly product meetings and employee education sessions to communicate client program specifics.
March 02, 2023
Deliver exceptional customer service when interacting with clients face to face or over the phone.
May 03, 2023
Responds to inquiries and questions from clients promptly, response time is required within 3 business hours maximum.
May 06, 2023
Provide effective conflict resolution and problem management to ensure effective and consistent contract services.
May 13, 2023