San Jose, California, United States
WorkBoard helps organizations and the people in them achieve their best results in prosperity and adversity. WorkBoard pioneered the Active Strategy Management category leveraging the powerful OKR technique and a distinctive enterprise-class technology.
- Execute strategic consulting projects, partnering closely with our prospects’ and clients’ C-level project sponsors - Support the Onboarding efforts of new customers by tying business objectives to technical configuration and detailed design deliverables - Deliver on engagements which include driving milestone meetings (onsite and virtual), customizing and developing new content, and ensuring high levels of impact and client satisfaction with the services rendered - Maintain a deep understanding of Customer Success to be a trusted thought leader and advisor - Scale the GSAS practice by partnering with cross-functional teams to streamline selling, scoping and delivering advisory services - Assist in identifying and building out critical practice areas and services to support our client - Conducted and advised on customer UAT Testing
I am a Customer Success Manager in charge of leading strategic guidance and product training for my customers specific to the use of Gainsight and the Customer Success Industry. Responsibilities: • Deliver smooth handoffs of customer from Sales to Post-Sales • Product expert who can speak and teach on the value and usage of each part of the Gainsight system • Provide strategic guidance and training to improve adoption of the Gainsight product • Deliver ongoing best practices to customer to help them achieve value with Gainsight, according to their specific business objectives and use cases • Quarterback customer risks and escalations end-to-end, including working cross-functionally with internal teams to create & execute on action plan
• Managed support for our Business Systems Division Ambulatory Team. Responsible for supporting EPIC Cadence, Prelude, and Ambulatory modules offered to Independent Physicians in Northern California. • Built and maintained strong relationships with independent practices by offering a full range of support from one-on-one provider training, project management, project analysis and development training, to account management services. • Optimized workflows to improve communications with clients, reported and validated business requirements, and provided project support in relations to EHR upgrades. • Collaborated in cross-functional teams with Sutter Health affiliates, management teams, vendors, and various operational groups to improve effective resolutions to incidents, tasks, change requests, and projects. • Event Coordinator in our Emeryville headquarters in the Employee Activity Committee and Cheers Event Committee since June 2012.
• Responsible for supporting outpatient clinics with EPIC Cadence, Prelude, and Ambulatory modules offered to Independent Physicians in Northern California. • Focused on training Cadence/Prelude modules for Front Desk and MA staff at clinics as well as providing support for the clinic’s Biller or Third Party Billers. • Provided comprehensive solutions with lab and radiology interfaces. Collaborated at improving workflows for interfaces and reporting. • Enforced Meaningful Use training during the Implementation Process and helped the Account Management team to provide continuous support and updates within the EHR Program and government incentives . • Implemented My Health Online training to all our practices and maintained continuous support in order to ensure patient utilization of this service. • Built a quality assurance user program for the Sales Team that would execute demos for all clients across the Northern California. • Helped Account Management to transfer services to the Product Development Team to improve customer service that would reduce service-related issues for contracted physicians and medical foundations.