Chris B.
Senior Customer Success Manager @intelliflo
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WORK HISTORY
Senior Customer Success Manager @intelliflo
West Yorkshire, GB
intelliflo provides leading technology that powers the financial advisory experience, making financial advice more accessible. We use open software architectures and unmatched industry experience to simplify the complex digital landscape, helping advisors compete and grow. Our solutions support over financial advisors worldwide, representing over three million end-investors.Chris is responsible for the following duties and responsibilities- Customer integration, providing new customers with tailored solutions, to ensure a smooth onboarding process- Customer retention, ensuring high levels of customer satisfaction and retention, ny managing customer relationships and understanding their unique needs, providing appropriate software solutions- Customer success planning, developing and implementing success plans for each customer, setting clear objectives, and regularly reviewing progress- Troubleshooting, act as the primary point of contact for customer adoption needs, proactively identify potential issues and coordinate effective solutions to maintain high customer satisfaction levels- Data interrogation, aid intelliflo with improvements to its products and services by gathering and analyzing customer feedback to enhance the overall experience- Cross pollination, work closely together to ensure a unified approach to customer management by collaborating with intelliflo\'s departments, including sales, product development, and support teams.
EDUCATION
SuccessHACKER
Certified Customer Success Manager (CCSM) Level 1, Customer Success Management
Leeds Beckett University
Level 3, Leadership and Management
Leeds Beckett University
Computer Animation & Visual Effects
LIBF
Diploma (DipFA®), Regulated Financial Advice
SuccessHACKER
Certified Customer Success Manager (CCSM) Level 2, Customer Success Management
Chartered Insurance Institute
Financial Administration (QCF) Life
ABOUT CHRIS B.
As a Senior Customer Success Manager at intelliflo, my mission is to empower our customers to thrive through the effective use of our solutions. I take a consultative, data-driven approach in understanding each customer’s unique goals and challenges. I then tailor our offerings to deliver demonstratable value.By closely monitoring usage trends and identifying opportunities for enhanced adoption, I proactively support our customers in achieving optimal outcomes. My role is not about support, it\'s about strategic partnership and long-term success.Key Highlights: I am responsible for supporting £6M+ in annual recurring revenue🤝 I am a trusted advisor to 70+ of intelliflo’s largest and most sophisticated customers I support customers with £51B+ of assets on platform I enable customers with 3,500+ staff to serve their end clients I support a customer base which houses a client base of end users engaging via our secure digital portalI am passionate about delivering excellence and building strong, value-driven relationships that help customers grow and succeed.
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