5N90: Co-op Professional Preparation Course 2023 Transferable Skills Narrative Taranvir Singh Sekhon 6458012 October 1, 2023 In terms of experiences and my overall abilities and skills, this would include being a part of the Customer Success Team at Stan Ai, a B2B AI SaaS offering automating property management, that closed and onboarded First Service Residential (Nasdaq: FSV). Working within this organization taught me how to manage client expectations and deal with scenarios in which service disruptions or other issues may occur. Whilst onboarding FSV this included answering any questions company management had as well as issues that property managers had whilst being onboarded, such as backward integration concerns with legacy CRM offerings. This experience also taught me how to manage time in an effective manner to achieve all allotted tasks in a timely and effective manner so as to contribute to the success of my teams and the other cross-functional teams I was working with. This included onboarding over 700 properties for the company within the span of two days with this pilot project growing to over 1000 that were eventually onboarded in under two weeks. Leveraging strong communication skills to initiate contact with, prospect, and onboard First Service Residential, which became Stan Ai’s largest customer, implementing Stan Ai in over 1300 properties. As well as created standardized operating procedures for the customer success team, thereby ensuring a consistent customer experience, and created a model for prospecting and prequalifying leads, allowing the business development team to focus their efforts only on the most promising clients. Teamwork and the ability to work with an array of individuals with cross-department skillsets whilst striving to achieve common goals and the ability to communicate in an effective manner were also major takeaways. Along with this, another important experience would include working as a Business Development Agent at Allstate Canada, providing P & C insurance lines. Whilst working in this role, I had the ability to network within the GTA for property and auto insurance clients in both B2C and B2B, whilst building out a referral network that could be leveraged to build a pipeline of leads. This includes various methods such as cold calling, visiting businesses in person, vetting potential leads, as well as working with external sources such as social media pages to drive engagement. This role also allowed me to demonstrate my ability to consistently hit my key performance indicators and sales targets ranging from $15,000 - $20,000 per month in sales across all lines, whilst continuing to provide my clients with the highest level of service. I developed a robust understanding of property, auto, and casualty insurance and leveraged this deep understanding to build trust with clients and make appropriate recommendations whilst also participating in the organization of outdoor events with local charities, hospitals, and communities to bolster relationships within the community and to generate new client referrals.
