EltropyDirector of Customer Success
Jan. 2021 - Apr. 2024San Jose, California, United States• Led a team of highly capable Customer Success Managers to support Eltropy’s Tier-1 enterprise accounts, achieving 93% GRR over 2 years
• Implemented a scalable onboarding program using standardized process, and customer success lifecycle management tools (ChurnZero, GuideCX), increasing efficiency and reducing time-to-value for clients by 30%
• Introduced In-App Assistance tooltip, providing customers with self-service resources, resulting in a 20% reduction in support ticket volumes
• Evangelized Eltropy’s top-of-line AI Agents (Voice/Chat) and Conversational Intelligence (CI) offerings to turbocharge Contact Center interactions for community financial institutions
• Decreased in-bound training requests by 20% using eWebinars to deliver new product feature highlight reels and self-paced product training
• Introduced post-implementation CSAT surveys, to gauge impact and continuously improve onboarding procedures, driving CSAT to all-time of 4.6/5 (92%) Highlights:
• Took up additional responsibility to work as AI Conversation Designer
• Created for AI-Chat and AI-Voice assistants for Medium to Large-sized Credit Unions, using both FAQs and API integrations to banking cores for Authenticated conversations (including PSTN/SIP transfer to Contact Center systems)
• Secured customer renewals for Eltropy’s products by leveraging usage metrics to showcase the continuous value of the product or service, and skillfully negotiating contract renewals to maintain long-term business relationships