OneVision Resources

Customer Success Manager

• Keeping each Partner and their entire organization engaged, after their onboarding; however, this starts from the get-go (i.e. once they sign on the dotted line)!
• You’ll quickly build relationships with owners/senior stakeholders on their team to then lead them through a structured transformation journey from onboarding to full adoption of OneVision’s Platform Services model
• Making sure each Partner is actively selling membership subscriptions to their clients (this is how we make money)
• Identifying upsell opportunities and closing partners on platform add-ons and package upgrades
• Ensuring that each Partner remains committed to our platform and continuous improvement when implementing platform SOP’s and best practices (this often takes coaching, motivating, change management, and driving accountability)
• Reaching beyond just the business owner to establish and nurture deep relationships with key individuals across each Partner company, converting them into OneVision advocates
• Working with our other Partner Development and Product Management teammates to stay up to date on changes to our platform and roll out to Partners
• Collaborating with internal teams (Support, Sales, and Marketing, to name a few) to ensure alignment, share feedback, and deliver a consistent Partner experience
• Establishing goals, tracking milestones, and delivering regular progress updates to ensure Partner success, retention, and growth in service-related revenue streams

Partner Success Manager

Implementation Specialist

• Lead new Partners through the end-to-end onboarding process, ensuring a seamless transition from the sales phase to active usage of our product.
• Coach Partners in configuring and customizing the OneVision product to meet their specific needs, including needs analysis, systems setup, user role assignment, and initial system configuration.
• Provide initial technical guidance to Partners, addressing technical queries, troubleshooting issues, and ensuring a solid understanding of the product's functionalities.
• Create and deliver engaging training to our Partners during onboarding, ensuring their understanding of key processes and tools.
• Serve as the primary point of contact for Partners during the onboarding process.
• Effectively manage and complete on-time multiple projects simultaneously.

Partner Success Manager

Implementation Manager