Cameron Bean

As a team lead, I have been able to take my experience in the Customer Success industry and applied it to my current role.

My responsibilities include:

• Establishing clear team goals aligned with company objectives, tracking progress regularly.
• Developed and monitored key performance indicators (KPIs) to assess team effectiveness
• Provided support to team members during peak periods of workloads
• Working with customers that are not having the best experience possible
• Identified opportunities for process improvements, implementing changes when required
• Collaborated with other departments to streamline processes and improve interdepartmental cooperation
• Led daily morning meetings for team members to provide feedback for improvements

My responsibilities as a Success Coach were entirely devoted to understanding each customer's goals for success and executing those goals. Working with small to enterprise-level businesses helped me understand that no two businesses are alike.

My responsibilities included:

• Weekly, monthly, and quarterly customer check-ins.
• Retention Goals
• Upsell Goals
• Using metrics to identify strengths and weaknesses of the products being offered
• Building connections with points of contact

As an onboarding specialist, I was tasked with providing a seamless integration into the products' offerings. This role was the jump-start to the customer's experience.

My responsibilities included:

• CRM integration's
• Product training
• Metric identifiers and training for the customer
• Hand off to the account manager