
Banking & Customer Success
Customer Success
Industry Training Focus Areas
- Customer-Based Communications
- Customer-Facing Presentation
- Customer Service Fundamentals
- Sales Fundamentals
- Year Up’s Essential Skills Training
Industry Skills Development at a Glance: You'll Learn How To...
- Understand the customer needs and relate them to product capabilities, assist customers in reaching their goals and ensure that they obtain maximum value from solutions
- Articulate a product’s value proposition, utilizing strategies and applying company values to tailor a sales pitch to customer needs/concerns
- Build rapport and strategically nurture relationships over time with customers to help them achieve long term goals
- Identify and close on opportunities for upselling and cross-selling during a customer interaction (e.g. active listening, problem solving, negotiation, effective inquiry)
Essential Skills Development at a Glance: You'll Learn How To...
- Communicate professionally in-person and over digital platforms by utilizing strategies, tools, and feedback to adapt to the environment
- Participate in meetings by contributing to conversation and supporting with planning and follow up actions across a team
- Navigate challenging situations by regulating reactions to display grit and maintaining a positive composure
- Utilize common management, editing, and conference tools such as Microsoft Outlook, PowerPoint, and Zoom
- Gather and analyze data to provide support to and generate ideas for a business
- Pursue opportunities for professional growth and maintain a well-formed resume
Training at Work: Typical Job Tasks
- Employ customer engagement strategies by relating product knowledge to the customers’ critical priorities, and be able to communicate the value of products through demos and solution discussions
- Support staff by managing sales performance metrics and identify opportunities to drive improvements
- Identify, research, and qualify new opportunities
- Utilize customer relationship management (CRM) systems to record and access information about clients and sales leads
Path to a Career: Training-Enabled Role Pathways
- Customer Success
- Financial Advisory
- Inbound Sales Support
- Sales Operations & Analytics
- Sales Support
Locations Currently Offering This Training Specialty
Hands-on Experience at Top Companies Like:



