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NEW Client Success Coach (Assessment (Career Exploration (Emp),…
NEW Client Success Coach
Assessment
Career Exploration (Emp)
Communication skills (Emp)
Tech and Transferrable Skills (Edu)
Learning Plan/Strategy (Edu)
Life Skills and Fin Lit (Fin)
Schedule Interview
Conduct Interview
In Person
Skype
Phone
Submitting LAA for review
Peer review (low, med risk)
Management review (high risk)
Calling references
Enter Complete Data
Upload supporting documents
Turn Key
Anticipated CRM system
Required Training/Skills of Role
Career Coaching (Advisement)
Case Management
Financial Literacy
Life Skills
Preparing LAA
Recommend Decline
Recommend Approve
Client Management & Follow Up
To be discussed
Handover from CS to LM