Charles Williams
Central Regional Trainer
- Role
- Onboarding Manager at Podium
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Charles Williams
Versatile and results-driven sales leader with over 10 years of experience in B2B mobile devicesales, refurbished and secondary market strategy, customer success, account management,and sales training. Proven track record of growing revenue through strategic upselling, clientonboarding, and cross-functional collaboration, with a deep ability to implement scalableprocesses that drive customer adoption, retention, and lifetime value across enterprise andmulti-location accounts. Adept at managing full account lifecycles—from pre-salesconsultation and technical onboarding to long-term client success planning—whileconsistently aligning customer pain points with innovative mobile tech solutions. Skilled insales enablement, team coaching, national retail training, and go-to-market execution.Highly proficient in CRM systems, Microsoft Office Suite, sales reporting, and softwareintegration tools, with a reputation for building strong relationships, executing strategic plans,and driving measurable growth in the refurbished device ecosystem.
Experience
Onboarding Manager
Sep 2024 — Present · US
Serve as the primary point of contact for new clients during the initial 30-day onboardingperiod, ensuring seamless implementation and rapid adoption of Podium\'s platform andservices.Strategically coordinate product and integration setup, aligning solutions with customerworkflows, tech stacks, and business goals to drive operational impact from day one.Deliver tailored training sessions for multi-location teams, equipping users with bestpractices and platform knowledge to maximize engagement, efficiency, and performance outcomes.Leverage account health scoring and usage analytics to identify expansion opportunities,proactively upsell complementary services (e.g, Webchat, Payments, AI, Lead Drive) thatalign with client needs and unlock added value.Collaborate cross-functionally with Sales, Product, and Customer Success to position upsellopportunities and contribute to revenue growth through solution recommendations andbundled service adoption.Act as a trusted advisor and solutions consultant, uncovering deeper client pain pointsand translating them into tailored use cases that reinforce retention and lifecycle growth.Ensure a high-impact handoff to Customer Success Managers (CSMs) by transferringaccount insights, goals, and expansion momentum for continued success management.Partner with internal teams to refine onboarding playbooks, implement processenhancements, and scale best practices across onboarding cohorts and verticals.
Education
University of Maine at Presque Isle
Bachelor of Applied Science - BASc, Business Administration and Management, General
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