Customer Success

Paul Erwin Deslate

Customer Success Manager
HelpScout
Jira
Slack
Power Diary
Customer Facing:
Owning the customer life-cycle, from onboarding to renewal and handling renewals and collaborating on spelling, and reviewing customers' processes to ensure value from our solution and identifying expansion opportunities, and preventing churn
Follow-up on customer onboarding for a smooth start and conduct continuous product training
Product Management:
Advocate for customer needs cross-departmentally and maintain an in-depth understanding of the platform
Troubleshoot account errors and report via Jira and record feature requests via Trello
Analyze account data to maximize platform usage
Administrative:
Ensure Customer Success Specialists handle daily support tasks to provide coverage for all supported geographies
Assign CSS to make phone calls and assist customers
Create and maintain productivity and attendance trackers and reports
Manage time-tracking for payroll
Complete CEO-assigned tasks
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