Operations Team

Name

Can Help You With

Eric Seljaas

Chief Customer Officer

Jeff Moss

VP, Customer Success

Customer Success

Jim Harvey

Director of Onboarding 

Professional Services

Zack Johnson

Implementation Specialist

Professional Services

Eric Barker

Director of Customer Success & Support

Customer Success

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.

Jordan Alfieri

Manager of Customer Success

Customer Success

Kevin Searcy
Onboarding Manager & Product Expert

Professional Services

• Revver 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 Revver

• Data export from Revver

• Assisting customers gain access to 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

Jeff Alfieri

Strategic Onboarding Manager

Customer Success

Mark Shepherdson

Technical Customer Success Manager

Customer Success