Customer Success Team

Driving Engagement & Empowerment

Our Mission

We are the advocates for our clients.

Our core purpose is to ensure every Paxform user not only adopts our platform but thrives with it. We bridge the gap between our product and our publishers, turning them into success stories.

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Core Responsibilities

An Overview of Our Work

Platform Mastery: Become the ultimate Paxform experts
Form Template Design: Create intuitive, effective solutions
Publisher Support: Provide best-in-class assistance
Client Demonstrations: Showcase the power of Paxform
Content & Enablement: Empower users with knowledge

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Deep Platform Understanding

Mastering the Platform

Maintain comprehensive knowledge of all Paxform features and functionalities
Understand technical capabilities and best practices for various use cases
Serve as internal and external subject matter experts

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Form Template Design & Optimization

Building the Foundations of Success

Design and build professional form and contract templates for diverse industries
Translate client needs into efficient, user-friendly digital forms
Configure conditional logic and select correct field types to optimize data capture

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Publisher Support Excellence

Our Commitment to Our Users

Provide proactive and reactive support to all Paxform publishers
Address inquiries, troubleshoot issues, and provide timely solutions
Guide users through complex features to ensure seamless operation

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Feature Testing & Feedback

Shaping the Future of Paxform

Actively test new features and updates before release
Provide critical, user-centric feedback to product and development teams
Ensure new features are robust, intuitive, and meet client expectations

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Client Demonstrations & Training

Showcasing Our Value

Conduct engaging demonstrations for prospective and existing clients
Tailor presentations to specific business needs and use cases
Provide effective training sessions for platform proficiency

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Content & Enablement

Empowering Our Community

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Content Creation

Blogs & Social Media

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Support Site

Help Articles & Explainers

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Video Tutorials

Step-by-step walkthroughs

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Webinars

Live Training & Q&A

Content Creation

Building Our Brand & Sharing Success

Create compelling content for Paxform blogs and social media channels
Highlight platform value, unique use cases, and client success stories
Enhance brand visibility and establish thought leadership

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Support Site & Help Content

The Go-To Source for Information

Develop clear, concise, and comprehensive help articles
Create FAQs and explainers that anticipate user questions
Empower users to find answers and resolve issues independently

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Recorded Walkthroughs

Learning Made Visual

Produce high-quality, step-by-step video tutorials
Visually guide users through key features and common tasks
Provide resources for self-paced learning and easy reference

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Webinars

Live & Interactive Learning

Plan and host webinars from platform basics to advanced strategies
Foster deeper understanding in a live, interactive setting
Provide direct channel for Q&A and community engagement

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The Customer Success Specialist

Our Frontline Experts and Advocates

Meet the team members who bring our mission to life every day.

This role requires a blend of technical acumen, proactive problem-solving, and a passion for user empowerment.

Specialist Tasks: Onboarding & Support

Client Onboarding: Guide new clients through initial setup and training
Publisher Support: Provide prompt support via all communication channels
Troubleshooting: Diagnose and resolve platform issues efficiently
Proactive Engagement: Monitor user activity and offer timely assistance

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Specialist Tasks: Product & Content

Template Design: Create optimized form templates based on client needs
Feature Testing: Participate in user acceptance testing (UAT)
Content Contribution: Create help articles, video scripts, and social content
Client Demos: Conduct tailored demonstrations for prospects

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Thank You!

Together We Succeed

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Questions & Discussion