Description
As the Director of Strategic Services, you will provide prospective and new customers with expert advice on how to better execute strategy and maximize performance, drive an excellent platform launch and introduction process, and serve as an active guide in the early stages of a customer's journey to define and achieve measurable value that increases over time.
You will form strategic advisor relationships with C-Level Executives, and coach their teams to define, communicate, and operationalize their results achievement. You will play a pivotal role in making strategic priorities relevant and meaningful at every level of the organization, and being a trusted advisor from pre to post sales.
Your results expertise will enable our customers to increase the business results they realize from the WorkBoard platform over time.
Key responsibilities include:
- Leading executive conversations and working sessions
- Deck creation, design, and graphical representation of complex concepts for executive-level presentations
- Leveraging your natural curiosity to quickly understand a client’s business while demonstrating tact and poise under pressure
- Delivering exceptional customer experience and value to customers
- Communicating & listening with the ability to credibly and confidently engage executives
- Understanding complex, matrix organizations and navigating them effectively to create value for both our clients and the company
- Mapping and understanding existing strategy execution and portfolio management processes and partner with clients on a path forward
Within one month, you will:
- Build a deep understanding of our buyer, their pain points, our methodology, and how we work as a team
- Deep-dive with Customer Success, Sales, and Product Management teams to learn more about our solution, go-to-market, and roadmap
- Meet with 5 enthusiastic WorkBoard customers and 5 prospective customers
- Know your client teams and the objectives and key results they are looking to achieve
- Be a daily user of WorkBoard and SFDC
Within three months, you will:
- Guide 15+ clients in setting and aligning an ROI-based value journey
- Be a valued partner by helping more than 40 leaders use WorkBoard’s Agents, Scorecards, Biz Reviews, and Meetings
- Spend a great deal of time with our amazing customers
- Lead white glove enablement sessions with 20 senior leaders
- Have successfully secured 2 commitments to be a customer reference
Within six months, you will:
- Have two dozen executive and chief of staff customer relationships
- Know your customers are continually getting value by creating a successful track-record of closing renewals, securing expansion and up-sell opportunities, and closing services revenue