Staff Ops Academy

Client Success & Employer Relations

Employer onboarding, dashboard guidance, Circle privilege, retention after placement.

Intermediate6.0 hours2 sections · 4 lessonsCertificate

Created by Pukena Ops Faculty · Client Success

Free

Free enrollment

Open player
  • This includes
  • Self-paced lessons
  • Weekly live clinics
  • Certificate

What you'll learn

  • Onboard employers to the dashboard
  • Use Circle and privilege correctly
  • Protect retention without owning Ops actions

About this course

Relationship desk for Client Success. Clients and Circle ownership, employer-side complaints, and RACI with Concierge Ops on pipeline actions.

Course content

2 sections · 4 lessons · 43m total

    • Welcome: Client SuccessPreview7m
    • Employer onboarding12m
    • Circle and privilege tiers12m
    • Retention and RACI with Ops12m

Who this is for

Client Success / Employer Relations.

Requirements

  • ·Admin Console Fundamentals

Instructor

PO

Pukena Ops Faculty

Client Success