Customer Success
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Customer Success

Think past the immediate need to what happens next - Nick Mehta

Some of my competencies include:

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Onboarding
  • Are customers equipped with the tools they need to succeed?
  • Webinars and demos
  • Empathy and perspective are vital
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Training
  • Specialized and custom training
  • Ensuring customers are aware of the training resources available to them
  • Access to the right tools at the right time
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Customer feedback
  • Gather feedback on the product itself and the overall experience of using it
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Managing communication
  • Review the knowledge base
  • Review training tutorials
    • Update both regularly
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Being a customer advocate
  • The customer needs to be hear, so we are their voice inside the company
  • Mediate between the customers' expectations and the company's vision
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Account management
  • Develop and maintain ongoing relationships
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Upselling
  • Identifying opportunities for customers to take advantage of upgrades or additional services
  • Live at the intersection of customers' demands and additional product value
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Putting out fires
  • Handling complaints effectively, efficiently, and like a pro
  • Listening and advocating for the best possible resolution
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Reducing churn
  • Ensure customers are happy and delighted
  • Follow up to get feedback
  • Minimize future churn
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Updating
  • Keep customers in the loop on any changes or news
  • Create status updates for feature requests