Lead Prospective & Current Clients Through Their SLAP experience Journeys
○ Understand the voice, tone, professionalism and brand of Silver Lining and use that to interact with clients
○ Nurture meaningful relationship with prospects and clients
○ Persuade leads / clients (using motivation, data and case studies) to address their business needs with the right SLAProgram (from our suite of programs)
○ Be an expert in setting up prospects with their SLAProgram using Silver Lining’s BUY resources
○ Meet or exceed personal / team targets for monthly sign-ups and renewals
○ Schedule and complete client onboarding calls, send personal welcome email, assign SLAPexpert (our methodology experts), schedule SLAPexpert calls and logistics (based on SLAProgram)
○ Establish a safe and confidential environment for clients
○ Go the distance to make sure that the clients’ SLAPexperiences are enjoyable and productive
○ Facilitate clients’ journeys through their SLAPrograms by proactively monitoring their engagement, setting up and having calls with them, assessing their “stuck” moments, and arming them with support / resources to be continuously engaged in their SLAPrograms
○ Demonstrate confidence in working with clients who are unengaged
○ Understand and operate on the urgency and priority of the type of issues and address
client issues / concerns accordingly
○ Be assertive in internal communication regarding the status of clients
● Document Everything
○ Be an expert in Agile CRM (our CRM tool) and SLAPcenter and SLAPcenter Admin (our proprietary software)
○ Get aligned on the processes and timelines required to document everything related to the
client journey based on interactions, etc.
■ Agile CRM
● Become an expert in Agile CRM using capabilities (in conjunction with
Silver Lining processes, guidelines and timelines) including but not limited
to:
○ Managing contacts (searching, creating, tagging, history, etc.)
○ Managing sales / deals (creating, assigning to contacts,
qualifying, closing, etc.)
○ Managing tickets (creating, assigning, delegating, prioritizing
resolving, escalating, etc.)
■ SLAPcenter and SLAPcenter Admin
● Be able to confidently walk clients through SLAPcenter
● Review and assess all information on the client (plan details, client
interaction notes - CINs, SLAPexpert hours used, success metrics, log-in
activity, etc.) prior to engaging him / her on a call
● Work in tandem with SLAPexperts to ensure that all client interactions
notes are up to date
● Proactively monitor other areas of client accounts (SLAPexpert hours, etc.) to ensure that all information is current and accurate
Silver Lining USA