Quarterly Business Review Sample Presentation RecastSuccess CSM Fundamentals

This was a Quarterly Business Review presentation I did as part of the RecastSuccess Customer Success Management certification program I completed in March 2023.

In preparation for this QBR, I analyzed fake data on the progress of a change management initiative for a company called Customer Orange and prepared this presentation deck: https://drive.google.com/file/d/1zpPT…

In the video, I play the part of a Customer Success Manager working for Cleo, assigned to the client Customer Orange.

I’m hopeful that this video highlights my overall presence in meetings and presentations and my ability to engage wth clients.

Kimberly Renee Knowles

Certified Customer Success Manager and RecastSuccess Graduate with 15+ years client-facing experience retaining caseload of 625 higher education students as strategic advisor, program director, and multi-functional collaborator. Ex-Procter & Gamble market researcher and innovator in digital, scaled, and tech-touch customer success, leveraging artificial intelligence, Salesforce CRM, and consumer insights to deliver a highly personalized customer journey. Mom, dancer, and online karaoke singer in my spare time!

You may also like...

Popular Posts

Leave a Reply

Your email address will not be published. Required fields are marked *