Follow and communicate feedback for at risk procedure and report to Assistant Manager, Client Success.
January 10, 2023
Manage and actively engage in all facets of client launch efforts, including scheduling kick-off meeting, collecting initial documentation, scheduling weekly progress meetings, training and renewals.
February 19, 2023
Assist with outgoing communication to clients, such as surveys and product announcements.
April 20, 2023
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