Manage the Key point of contact with your customers technical and development teams, bringing back requirements and feedback for your product management team to help drive product innovation.

More Uses of the Virtual Assistants Toolkit:

  • Ensure you lead and mentor software engineers on the team; be a positive multiplier to team performance.
  • Direct: it is challenging work because people are often confused and afraid to take important financial affairs seriously.
  • Evaluate: curate, structure and implement a long term post closing sphere of influence client retention communication and engagement strategy.
  • Ensure you understand customers business problems and workflows and engage with customer success, product, and engineering teams to drive successful solutions.
  • Thrive in a data driven environment and use analytics to lead the team to meet or exceed KPIs.
  • Manage the day to day operations of a team of six (currently) Customer Support Advisors.
  • Initiate: robotic process automation virtual worker process builds, script generation utilizing ai tool sets.
  • Establish: document win and losses to gain insight when future processes could be jeopardized.
  • Serve as the key point of contact and relationship lead for a variety of channel partner contacts.
  • Direct: track end customer activity to identify risk and work proactively with partner on action plans to eliminate risk.
  • Drive escalation of partner issues, coordinate key resources in the escalation process, and project manage the partner issue through resolution.
  • Ensure you hold kick off call with new onboarding partners in tandem with other key Partner Enablement Team Members.
  • Manage work with the management team to prioritize suggested changes to each business segment.
  • Apply yourself to continuous learning and experimentation to strengthen your skill set.
  • Ensure you understand partners industry, markets, use cases, and advise on product usage to achieve desired goals and outcomes.
  • Drive escalation of client issues, coordinate key resources in the escalation process, and project manage the customer issue through resolution.
  • Ensure you lead the planning, architecture, and implementation of customer integration projects, supporting and enhancing existing customer integrations after go live.
  • Maintain website and tracking analytics assuring that content is consistently updated.
  • Develop marketing materials and advertising campaigns from conception to completion that are timely and effective.
  • Orchestrate: partner closely with product management and ux design as a strategic part of your product development engine.
  • Drive customer integrations by collaborating closely with other Directly teams, like Delivery, Sales, Engineering, Product, and Technical Support.
  • Develop a trusted advisor relationship with your partners delivery team and key stakeholders.
  • Direct: conversation performance analyst produces in depth reports that suggest strategic and operational changes for customers, partners and internal usage.
  • Drive team results through coaching and mentoring, communicating expectations, and identifying areas of development.
  • Lead technical design sessions to ensure a robust and resilient operating posture for your offerings.


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