Ryan Burl

Senior Customer Success Manager @FinQuery, Formerly LeaseQuery

Serve as primary Point of Contact (POC) for Top 30 Customers valuing at ~$4.04M in ARR. •Develop a trusted/strategic advisor relationship with multiple people in the account to expand engagement with stakeholders across the customer organization. •Work with clients to build Customer Success Plans, establishing critical goals, desired business outcomes, or other key performance indicators and aid the customer in achieving their goals. Monitor, analyze and maintain customer health metrics. Maintain a cadence of communication with customers about their adoption trends. •Provide insights to customers to ensure that they get the most out of the platform. •Identify at risk clients and potential issues in advance to mitigate churn and lost revenue. •Conduct regular proactive calls and account review meetings; maintain an accurate record of discussion and action items. •Identify opportunities for customers to act as advocates (e.g. testimonials, references, referrals, case studies). •Collaborate closely with team members to support renewals and expansion opportunities Encourage customers to utilize appropriate resources (i.e. Knowledgebase, training, webinars) to improve their adoption and satisfaction. •Leverage cross-functional business and technical teams to provide timely issue resolution. Work with management team to ensure that critical issues are documented and escalated in an expeditious manner for resolution