Customer Engagement & Account Management Re-Factored

Allen Braswell

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Customer Success Manager

Co-Founder

Account Manager

Client Overview The remote patient monitoring company specializes in providing innovative healthcare solutions that enhance patient engagement and outcomes.
Project Objective The goal of this project was to refactor and restructure the entire customer success/support and account management department. This involved incorporating channel support partners, including consultants and clinicians in the field, to streamline operations and reduce costs by 40%.
Project Phases and Deliverables
I began the project by conducting a comprehensive assessment of the existing customer success and support processes. Through interviews and data analysis, I identified key inefficiencies and areas for improvement.
With a clear understanding of the current landscape, I developed a new organizational structure that integrated channel support partners. This restructuring aimed to enhance collaboration between internal teams and external partners, allowing for more efficient resource allocation and improved customer service.
Next, I created a detailed implementation plan outlining the steps required to execute the new structure. This plan included training programs for staff and guidelines for effective collaboration with channel support partners, ensuring a smooth transition.
Throughout the project, I maintained close communication with the company’s leadership and teams, providing updates and soliciting feedback to ensure alignment with their goals.
Project Outcome By the end of this engagement, the remote patient monitoring company successfully restructured its customer success and support operations. The integration of channel support partners led to a significant reduction in operational costs by 40%, while also improving the quality of customer interactions and overall satisfaction.
Next Steps Following the project, I offered ongoing support to ensure the new structure was effectively implemented and to address any challenges that arose during the transition.
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Posted Oct 3, 2024

Restructured a remote patient monitoring company's customer success department, integrating channel partners to cut costs by 40% =)

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Customer Success Manager

Co-Founder

Account Manager

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Capital Raise
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