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 |
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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))
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Assisting customers gain access to Rubex/Revver API (refer customers to email: integrations@efilecabinet.com)
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Answering API-related questions or liaising with our Integration team to answer customer’customer’s API questions
|
Robert Jessop
Professional Services
|
|
Jeff Alfieri
Technical Customer Success Manager
|
NYL Open Office Hours/Training
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Mark Shepherdson
Technical Customer Success Manager
|
|
Jordan Alfieri
Strategic Customer Success Manager
|
New York Life Enterprise Account: Agent/Staff questions/concerns related to Rubex Personal and Rubex NYL Corporate
Farm Bureau Enterprise Account: Agent/Staff questions/concerns related to Rubex Personal and Rubex FBL Corporate
Northeast Territory CSM strategic partner w/ Aziz Akbari
Southeast Territory CSM strategic partner w/ Brittany Montgomery
Strategic Renewals, Upsells, & Business Reviews
NYL Sales Central Amendments & Renewals
NYL & FBL eFCO to Rubex migration coordination
|
Eliza Borysiuk
Strategic Customer Success Manager
|
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