Your mission
Your Role at eDesk
Seamless Handover and Onboarding:
Collaborate closely with Sales to ensure a seamless handover from Day 1, providing customers with a smooth transition into the onboarding phase.
Guide customers through the onboarding process, ensuring they understand and effectively implement all key features and connect their channels.
Serve as a trusted advisor to help clients adapt our solution to meet their specific business needs from the start.
Drive Product Adoption and Customer Engagement:
Cultivate a deep understanding of our product’s capabilities and educate customers on leveraging its full potential.
Regularly check in by phone/video call with your Book of Business (BoB) to assess each customer’s product adoption, usage patterns, and overall satisfaction.
Use business acumen to identify gaps or opportunities in customers' use of the product and provide tailored recommendations for improvement.
Reduce Churn and Foster Customer Retention:
Deliver personalised account management to build deep relationships, understanding each customer’s unique needs and long-term business objectives.
Proactively implement churn prevention strategies by staying alert to early warning signs and addressing them with effective solutions.
Execute churn-saving initiatives and leverage a consultative approach to strengthen customer relationships, fostering long-term loyalty.
Collaborate Across Teams for Holistic Success:
Partner with Product, Support, and other internal teams to deliver an integrated customer experience that meets and exceeds customer expectations.
Communicate customer feedback and insights to internal teams to drive continuous improvement and innovation within our offerings.
Report and Track Customer Success Metrics:
Methodically manage and track all customer interactions in HubSpot (CRM), maintaining visibility into your portfolio’s health and progress.
Use data to measure your impact on customer retention, expansion, and overall satisfaction, sharing insights to inform strategic decision-making.