As your organization plans to leverage your association management software (AMS) to meet your goals, it’s important to work with your customer success team to ensure you’re getting the most out of your AMS. As you build a thriving community with your customer success team, you’ll have the tools and resources you need to utilize your AMS and meet the needs of your entire organization.
Read our blog for helpful tips to get started!
Meet the Nimble AMS Customer Sucess Manager team!
To ensure you’re successfully leveraging your association management software (AMS) you’ll want to work directly with your customer success team. When you work with your customer success team, you can develop a plan to hit your organization’s goals and get a return on your technology investment.
Meet the Nimble AMS Customer Success Manager team and get started successfully utilizing Nimble AMS today!
Julie Tracz, Senior Customer Account Director
Julie has worked with Nimble AMS for almost 20 years. She has seen Nimble AMS go through name changes, but one thing has stayed the same: clients are Nimble AMS’ number one priority. Julie loves working with the Customer Success Manager Team to ensure all Nimble AMS clients feel like a top priority.
Outside of work Julie loves spending time with her family in the Rochester, New York area.
Taylor Monahan, Customer Success Manager
Taylor has worked at Nimble AMS for almost three years. Prior to working at Nimble AMS, Taylor worked at the Massachusetts Dental Society and was a Nimble AMS user. She loves creating connections with clients and solving problems by utilizing Nimble AMS is her favorite part of being a Customer Success Manager. Taylor loves building relationships with Nimble AMS clients to help advocate for them.
Outside of work, Taylor loves traveling around New England with her husband and spending time with her family, friends, and 3-year-old Golden Retriever, Chloe.
Geoff Williams, Director of Business Solutions
For almost four years, Geoff has worked at Nimble AMS. As a seasoned association expert with over 20 years of experience, he enjoys working with the CSM team, maintaining ongoing client relationships and cultivating new opportunities. Geoff provides industry and product consulting advice to both Nimble AMS clients and internal teams.
In his spare time, Geoff enjoys spending time with his family in Alexandria, Virginia.
4 benefits of building community with your CSM team
Are you looking for more reasons to get to know your CSM team? Here are the top four reasons to connect with your customer success manager team today:
1. You’ll gain enhanced technical support and responsiveness.
When you communicate with your CSM team, they’ll know what you need, and you’ll get additional help when you need it!
2. You’ll get tailored solutions and strategic guidance on how to leverage your AMS.
As you get to know your CSM team and foster your relationship, they’ll better understand what resources you need to leverage your AMS.
3. You’ll become a proactive organization and foster continuous improvement.
Being in relationship with your CSM team puts you on track to foster continuous improvement at your association, making you more proactive to address potential pain points and exceed your goals.
4. You’ll get access to exclusive resources and technology insights.
Your CSM team knows best! If you have a question about your AMS, be sure to ask them for advice and they can offer you the latest tips or resources.
3 steps to build community with your CSM team
Are you ready to get started building community with your customer support team? Follow these three important steps to get started:
1. Establish regular communication
Begin building community with your CSM team by setting up regular meetings and check-ins to ensure you have open and honest communication. Foster your relationship by asking questions and being upfront if you’re facing any challenges with your AMS.
2. Be transparent with your CSM team so they can help meet your needs.
Leverage customer success programs and events
Make the most of what your AMS vendor has to offer! Be sure to participate in webinars, workshops, and user groups organized by your vendor. You can learn a lot about your AMS by attending these community events and networking with other clients. Also, try to connect to an online vendor user group to ask questions and network with even more clients.
Nimble AMS offers three annual Town Halls and three annual Product Release Webinars to keep clients informed about the latest innovations and technological happenings on our platform. We also offer NimbleLand, an online user group, so our clients can ask questions and find answers on how to best leverage the platform.
Looking for another way to network with association professionals? You won’t want to miss Xperience 2024, the premier technology conference for associations, nonprofits, and events. Learn more.
3. Provide feedback and be an active participant
Finally, it’s crucial for you to offer feedback to your CSM team about your experience with your AMS. As you provide honest and constructive feedback, your valuable insights will contribute to your vendor’s product roadmap.
Be intentional as you communicate with your CSM team. You’ll also want to encourage your staff to be active participants in your vendor’s community forums and discussions.
