Manage the project lifecycle for financial institution partners, from initial implementation to product enhancements, ensuring exceptional experiences.
Proactively handle the partner support ticketing queue and collaborate with marketing and product teams on support requests, content changes, and sales collateral.
Assist partners with data analysis, CRM maintenance, and marketing campaign execution to drive adoption and measure success metrics and KPIs.
SavvyMoney is a leading fintech company that provides integrated credit score and personal finance solutions to over 1,600 bank and credit union partners nationwide. It is a recognized top workplace in the San Francisco Bay Area with a fast-growing, team-oriented culture that values creativity and practical solutions.
Create and manage annual account success plans to document and achieve customer and Relativity goals, ensuring ROI from their RelativityOne subscription.
Analyze customer usage and account health to mitigate renewal risks, identify upsell opportunities, and represent the customer's voice through internal feedback processes.
Project manage complex initiatives such as onboarding new products across geographies and orchestrating multi-threaded engagements between the customer and Relativity subject matter experts.
Relativity is a legal technology company that provides e-discovery software and big data solutions for law firms, corporations, and government agencies. It is a sizable organization with a collaborative culture that values employee input and cross-functional skill development.
Serve as the primary lead for onboarding and implementation of new User Agencies, providing detailed plans and conducting weekly progress calls.
Develop comprehensive goals and tailored strategies for User Agencies while establishing strong professional relationships for long-term engagement.
Conduct bi-annual performance reviews of top agencies, identify new business opportunities, and utilize designated CRM software for tracking and reporting.
CI Azumano is Seneca Holdings' full-service travel management company for businesses, governments, and personal travelers. We pride ourselves on our collaborative work environment and culture, which embraces our mission of providing financial and non-financial benefits back to the members of the Seneca Nation.