Why Choose Year Up United's Customer Success Training? 
 

Customer success and service are the lifeblood of thriving businesses. Immerse yourself in our comprehensive training, where you’ll acquire the customer service training skills needed to handle challenges, hone effective communication, and deliver exceptional customer experiences while also understanding the core principles of success in this industry. 

Your Journey to Excellence
 

In our customer success training program, you’ll develop a powerful skill set to shine in customer service and customer success. Here’s a glimpse of your journey and what you’ll gain:

• Product Presentation: Clearly describe the key characteristics, benefits, and risks of basic banking products and services to customers.
• Customer Communications: Apply strategies and best practices for effective verbal and written communication.
• Relationship Building: Leverage empathy and other techniques to build and nurture relationships, earn trust and credibility, and develop rapport.
• Solution Discovery & Delivery: Navigate resources to quickly locate information and identify solutions, and walk customers through solutions and self-serve tools.
• KPI Navigation: Communicate strategies to meet and maintain customer engagement performance metrics.
• CRM System Navigation: Utilize a CRM system to input and update customer information, build lists and reports, document notes, and execute business queries.
• Self-Advocacy: Surfaces issues in a tactful and constructive way, exerting an appropriate level of self-advocacy in communicating challenges, expectations, and needs, to those who can influence it.
• Critical Thinking: Seeks out new information and applies previous knowledge to develop well thought out approaches to qualify, analyze and solve a problem, with little guidance.
• Work Quality: Produces deliverables, participates in activities, and delivers presentations that show attention to detail and go above expected quality.
• Networking & Relationship Building: Reaches out to peers/staff, in the workspace, they do not previously know, to develop new respectful, professional relationships.

Potential Career Paths
 

Upon completing our customer success job training, you’ll open doors to a variety of exciting career paths, including:

• Financial Advisory Support: Provide operational support and analysis to financial advisors, insurance agents, or other licensed sales staff.
• Sales Operations & Analytics: Support sales staff by creating marketing materials, analyzing data, updating client information, and overseeing client contracts.
• Inbound Sales: Respond to inbound customer inquiries and generate sales by cross-selling and upselling.
• Inside/Outside Sales Support: Support sales staff by identifying/qualifying leads, scheduling, and other tasks.

Your Path to Success
 

Are you ready to embark on an empowering journey toward becoming a true customer success advocate? Join our customer service training program and ignite your potential. Enroll now and take the first step towards elevating your career today.