Cory Smith

About Cory Smith

A conscientious, enthusiastic and highly motivated person who is reliable, responsible…

Experience

1. Customer Success Manager

   Relias

   Nov 2019 — Present

   Oversees, advises, and manages an enterprise group of clients based on vertical, product, and ARR segmentation· Maintains effective and consistent communication both internally and externally to ensure clients extract value from Relias solutions· Presents strategic business reviews for client leadership, client system owners, and administrative users· Hosts platform training sessions for clients on unique platform setups, as needed; works with Project Coordinators to enroll clients in training sessions for standard platform configurations· Engages and collaborates with Relias Account Manager to ensure client retention and growth; develops strategic account plans as a team· Identifies additional business opportunities based on client activities and needs aligning with the strategic account plan, as well as client advocacy opportunities for clients who are champions of Relias· Strategically supports the client ongoing, coaching on how to use the Relias platform in the most effective and efficient manner to help them achieve successful metrics and desired outcomes· Advises client on additional solutions or services based on the strategic account plan, as well as ongoing needs at the client (Advisor-level). Advises on staging of solution/service rollout based on knowledge of the client.· Effectively manages/leads client expectations, handles crucial conversations, manages conflict with professionalism, and strives to maintain a positive client perception working with other departments to resolve issues/improve processes· Escalates to appropriate leaders both internally and within client organizations, as necessary· Represents the voice of the client internally to support product roadmap and sales process· Works collaboratively with clients to identify and develop a 2-3 year vision for future state of their learning and development program based on Relias’ platform and services.

Education

• North Carolina Central University

  Bachelor's degree

Skills

• Microsoft Office
• Sales
• Management
• Team Building
• Microsoft Excel
• Microsoft Word
• Loan Origination
• Mortgage Lending
• Residential Mortgages
• Leadership
• Loans
• Mortgage Underwriting
• Training
• Credit Analysis
• Insurance Claims
• Community Outreach
• Fha
• Usda
• Consumer Lending
• Refinance
• Coaching
• Mortgage Banking
• Customer Service
• Banking
• Strategic Planning
• Va Loans
• Public Speaking
• Social Media
• Credit