Operations Team

Below are a list of individuals on the operations team and the areas/subjects they can help you with.

Name	Can Help You With
Eric Seljaas Chief Customer Officer Executive Operations
Jim Harvey Director of Onboarding Onboarding Team
Eric Barker Growth Customer Account Executive Customer Account Executives	amendments to add features to user accounts, questions on accounts in hub / what features they have, questions on legacy software/features compared to current questions on legacy accounts and moving them to our latest platforms, migration process questions renewal process, upsell strategies and cross-sell strategies.
Mike Edlefsen Customer Success Enablement Manager Technical Customer Success Managers	Customer References General Customer Success enablement questions Process/system changes that affect the Customer Success org (started from outside CS) Processes/systems within the Customer Success org Process/system changes within the Customer Success org Processes/systems used by CS org (Outreach, Totango, Chili Piper, SFDC) Totango Upsell/cross-sell within CS org Creating/review SFDC dashboards & reports regarding CS org
Curtis Nash Technical Services Manager Technical Services
Kevin Searcy Professional Services	Rubex questions from basic to advanced (please visit the #q_a_with_kevin Slack channel) PS Services please visit/communicate in our #ps_questions Slack channel)) Workflow configuration Zonal OCR implementation Reports Form Fill design(s) Data migrations to Rubex/Revver Data export from Rubex/Revver Assisting customers gain access to Rubex/Revver API (refer customers to email: integrations@efilecabinet.com) Answering API-related questions or liaising with our Integration team to answer customer’s API questions
Robert Jessop Professional Services
Jeff Alfieri Technical Customer Success Manager
Mark Shepherdson Technical Customer Success Manager

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