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Katie Baker

Workiva

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Workiva

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1 to 6 of 6 total
Posted By Katie Baker Jul 21, 2021 10:20 AM
Found In Egroup: Customer Success Leadership Community
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Personally, we've hired all of our Gainsight Admins internally (no Gainsight Admin experience) and trained them. In those situations, it is very important to make sure the person has a strong analytical mindset otherwise as you mentioned training can be overwhelming. That said, we always had another ...
Posted By Katie Baker Jul 20, 2021 10:48 AM
Found In Egroup: Customer Success Leadership Community
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Former Director of Member Relations at private Country Clubs and now Sr Manager of CS Ops. To me, this is one of the easiest industry transitions. Your mindset is already focused on your 'customer', you're used to being proactive and having difficult conversations. Stress those things in your interviews! ...
Posted By Katie Baker May 13, 2021 9:48 AM
Found In Egroup: Customer Success Leadership Community
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We use Gainsight and a couple years ago when we were really pushing to move our CSM role from CS/Support to strictly success functions we had our Gainsight CSM do a 'day in the life' presentation (she also did one for our team managers that was great). Basically, she walked through what she did on a ...
Posted By Katie Baker Jan 22, 2021 10:36 AM
Found In Egroup: Customer Success Leadership Community
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I know Gainsight has free tutorials on their website that would give you some insight into the platform basics. I'd think ChurnZero has something similar. I'm a certified GS Admin, but they have End User courses as well....depending on where your interest lies. ------------------------------ Katie Baker ...
Posted By Katie Baker Jan 5, 2021 10:35 AM
Found In Egroup: Customer Success Leadership Community
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Our CS/ops teams currently uses the following: Gainsight - health scores, surveys, customer communications, dashboards Slack - mostly internal communication/resources, but we do have some using channels with their customers Zendesk - support platform and houses our community Pendo - in app ...
Posted By Katie Baker Jan 5, 2021 10:26 AM
Found In Egroup: Customer Success Leadership Community
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Hi Everyone! I'm very excited to have come across this community, and look forward to learning and sharing information!