Customer Onboarding Specialist

James Boyd

Customer Success Manager
Jira
Salesforce
Zendesk
Remind
Met 24-hr response time SLA with all clients and led 80+ live kickoff calls and webinars over Zoom to provide onboarding,
implementation, training, education and support to quickly reach “first value” for each customer.
 Maintained accuracy of customer and internal data in Salesforce to ensure overall health of each account.
 Led analysis of new SaaS client accounts and upsold additional product features on 11% of new accounts.
 Wrote 7 Help Center articles to increase customer success/support and understanding of the platform.
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