Building a CS Ops Function Around Clean Data and Automations with Michael Bojanski of Learn to Win | Episode 016

The Digital CX Podcast: Driving digital customer success and outcomes in the age of A.I.

Join us for a compelling discussion with Michael Bojanski, Director of Customer Success Operations and Support at Learn to Win and recent winner at the Customer Success Excellence Awards. Michael’s insights draw from a diverse career journey, ranging from pre-med study abroad and an MBA, to Amazon fulfillment centers and various Operations & Marketing roles.
In our chat, Michael provides a comprehensive view on the ins and outs of implementing client success motions and automating processes for Sales to CS handoff, Renewals & Sales Assistance Requests. He emphasizes the crucial role of clean customer data in building up an operations function.
We also delve into the topic of internal training/change management. Michael shares how he harnessed his own software to introduce new processes within his team, underlining the value of quizzes to identify knowledge gaps.
Enjoy! I know I sure did...
Michael's LinkedIn: https://www.linkedin.com/in/michaelbojanski/
Resources Mentioned in this Episode:
Join DCS Connect, the first community focused specifically on Digital Customer Success: https://airtable.com/appLGhZyujOoYp8BQ/shr4ixoZmB8hBoLbM
Digital CS Shoutouts:

• Kristi Faltorusso @ ClientSuccess: https://www.linkedin.com/in/kristiserrano/
• JD Nyland @ ClientSuccess: https://www.linkedin.com/in/jdnyland/

Today's episode is sponsored by Vitally. If you're in the market for a feature rich, easy-to-implement CSP - go sign up for a demo at vitally.io/digitalcx. If you take a qualified demo with them, you'll receive a free pair of AirPods!

Thank you to our sponsor, Vitally!
Vitally is a wonderfully feature-rich, fast-to-implement CSP that we are proud to have as a sponosr!

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The Digital Customer Success Podcast is hosted by Alex Turkovic

Capíttulos

1. Building a CS Ops Function Around Clean Data and Automations with Michael Bojanski of Learn to Win | Episode 016 (00:00:00)

2. Implementing Client Success and Automating Processes (00:16:05)

3. Automation in Sales to Customer Success (00:21:33)

4. Internal Training and Data for Improvement (00:29:12)

5. Accounting Challenges and Recommended Approaches (00:35:39)