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Customer Relationship Management:
- Serve as the primary contact for a portfolio of 50 customers, fostering trust and building strong, long-term relationships.
- Conduct regular check-ins and Strategic Business Reviews (SBRs) to ensure customers are achieving their desired outcomes.
- Cultivate customers who will serve as positive references of Eltropy to prospects.
Customer Success Strategy:
- Develop and execute tailored success plans to support customers in achieving their goals.
- Proactively identify and mitigate risks of churn through data analysis, usage tracking, and early intervention strategies.
Revenue Growth:
- Identify opportunities for expansion and upsell within the portfolio by aligning customer needs with additional products or services.
- Collaborate with the Sales team to close expansion opportunities and ensure seamless handoffs.
Eltropy
Eltropy aims to revolutionize financial service access by enabling secure and compliant digital engagement for financial institutions. Their platform enhances operations, engagement, and productivity for Community Financial Institutions through integrated communication technologies.