ConnectWisePartner Success Manager
May. 2023 - Aug. 2024Tampa, Florida, United StatesAs a Partner Success Manager at ConnectWise, I ensure partners maximize the value of their investment in ConnectWise solutions. I work closely with partners to enhance product adoption, drive utilization, and ensure satisfaction. My role involves strategic planning, relationship building, churn risk management, internal advocating, success plans, SMART goals, and providing technical guidance. I specialize in technical success plans for product optimization, gathering customer feedback (NPS, CSAT, CES), project management, executive business reviews, health checks, customer check-ins, resolving customer escalations, renewals management, and retention efforts. Additionally, I manage 75 EMEA and APAC low-mid and low-high accounts and conduct health checks for the products I am a Subject Matter Expert for across the full ConnectWise partner deck. Achievements:
- Resolved a critical Outlook syncing issue for a key partner, restoring their operational efficiency and enhancing satisfaction with ConnectWise solutions.
- Organized weekly meetings with a major distributor’s Partner Care Senior representative to manage all open cases, improving transparency and prioritization.
- Integrated the distributor into the internal Strategic Risk Program, facilitating collaboration between Product Support, Partner Care, Partner Success, and Account Management teams.
- Identified and escalated a time zone discrepancy issue in Outlook integration to Level 3 Product Support, resulting in a public record of the known issue with Microsoft.
- Facilitated a custom integration solution for the end customer using the CW Duplication API, resolving their syncing issue and leading to the purchase of additional licenses.
- Implemented a 3-month success plan for a partner to reduce missed critical cases by 34% in 6 months, surpassing the SMART goal of 30%.