Execs In The Know- A Global Network of Customer Experience Professionals

Advisory Board

Meet the Board – Sue Morris – Creating Fans

Get to Know: Sue Morris, Worldwide Customer Service Leader for Microsoft’s Customer Service & Support business

It sounds cliché but my role at Microsoft is the same as everyone’s role at Microsoft – to empower every person and every organization on the planet to achieve more. As the global leader for Customer Service, my team thinks about how we design end-to-end experiences for our customers and deliver the unifying services like accounts and billing, licensing and subscription management across all our customer segments. Our #1 job is to reduce customer effort by providing a quick and easy experience – a Wow experience – and my not-so-secret aim is that we also create fans in the process.

Microsoft has over 125,000 employees located in 124 countries worldwide. Known for products like Windows, Surface, Office and Xbox gaming consoles, Microsoft is the leading platform and productivity company and the world’s largest software maker. Within Microsoft’s Customer Service & Support (CSS) function, we are on a holistic journey to transform the customer experience. We think a lot about not only helping customers in their time of need, but also how we avoid issues by predicting and preventing them before they even happen. In short, it means partnering with our engineering teams to develop better products, gaining our customers’ trust by protecting their data and privacy, and empowering them to get the most out of their investments in technology.  Continue reading

Execs In The Know Announces the Formation of CX Partner Advisory Board

Leaders from seven trusted organizations that provide a product or service to customer care organizations form new CX Partner Advisory Board for 2017.

PHOENIX, AZ. – (July 26, 2017) – Execs In The Know, advocates for the Customer Experience Executive and hosts of leading customer experience conference – Customer Response Summit, have announced the formation of a CX Partner Advisory Board. The 2017 Board includes seven member organizations committed to improving the customer service experience and advancing the care industry as a whole. The organizations represented include Interactions LLC, Teleperformance, Genesys, Gladly, COPC, Retailpivot Consulting LLC., and Modern Contact Consulting, Inc.

The Execs In The Know CX Partner Advisory Board will provide industry knowledge, advice, guidance, and recommendations to the EITK community. The Board representatives will use their knowledge of innovations, developments, and customer behaviors to deliver thought leadership, educational content, and direction.

“We are lucky to have the opportunity to work with so many talented, reputable, and knowledgeable subject matter experts in our community,” said Chad McDaniel, President of Execs In The Know. “The creation of our CX Partner Advisory Board brings together seven individuals excelling in the customer experience industry and delivering customer success for their brands and their customers. They are a vital piece of the Execs In The Know community and will strengthen it further through their involvement in our events, webinars, content pieces, philanthropic activities, and meetings.”

Board Members:

Jay Wolcott, VP Social Product, Interactions LLC
Amit Shankardass, Executive Vice President, Teleperformance
Ted Hunting, Vice President, North America Marketing, Genesys
Joseph Ansanelli, CEO & Co-Founder, Gladly
Judi Brenstein, Vice President, COPC
Kathryn McGavick, President, Modern Contact Consulting, Inc.
Razia Richter, CEO, Retailpivot Consulting LLC.

To learn more about the Execs In The Know CX Partner Advisory Board, visit https://www.execsintheknow.com/about-us/advisory-board/ Continue reading

Customer Management Executives From Square, Amazon, and Petco Join Execs In The Know 2017 Corporate Advisory Board

PHOENIX, AZ. March 20, 2017 – Execs In The Know, advocates for the Customer Experience Executive, have announced three new additions to their 2017 Corporate Advisory Board. Nate Rosenthal, Head of Customer Support at Square, Tom Weiland, Vice President, Global Customer Service at Amazon, and Jodi Watson, SVP Petco Direct and acting Chief Marketing Officer at Petco will join the 9 Customer Service Leaders that currently sit on the Advisory Board.

“Putting customers first and continually improving customer experience is critical for any business’s success,” said Rosenthal. “I’m excited to serve alongside and learn from leaders who share Square’s commitment to customers as we work to move our industry forward.”

“As a company obsessed with understanding what our consumers’ needs are in order to be better pet parents, I’m excited to join this group of like-minded subject matter experts who all share a common goal to exceed our customer’s expectations and deliver outstanding experiences,” said Watson.

The Execs In The Know Advisory Board is a group of top executives in customer experience, from many of today’s prominent brands, across various industry verticals. The focus of the board is to provide measurable value to their businesses, by delivering customer experience improvements, in an efficient and effective manner. They leverage research, data, and the experience of a broad network of world class brands to develop leaders, advocate change, and transform the customer experience. They identify gaps, key strategies, and trends that ultimately enhance the Execs In The Know – Customer Response Summits, workshops, and content. They are the cornerstone of the Execs In The Know community and strengthen it through their involvement in various events, webinars, content pieces, philanthropic activities, and meetings. Continue reading

Meet The Board – Razia Richter – The Importance of Active Listening

raziaguestblog_nov2016

“Listening is one of our greatest gifts”

Get to know: Razia Richter, Senior Vice President and Chief Customer Officer at Petco

We’ve all heard this at some point in our lives, right? “Listen more, listen actively or be in the moment.” I am grateful to my parents, teachers and mentors who have reminded me of this along my life journey.

In my role as a customer service leader, I find this skill to be so critical, one that must always be a priority in everything we do. I believe the best customer service starts with listening to what our customers are saying. Whether it’s from their feedback, behaviors, observations or a simple chat. Actively listening will generally lead to the best outcomes and relationships.

For the past 25 years, I have had the amazing opportunity to work for Petco, a leading national pet specialty retailer with more than 1,470 locations across the U.S., Puerto Rico and Mexico. Today, I am the Senior Vice President and Chief Customer Officer for the company. In this role, I lead companywide efforts to build customer loyalty and continually improve Petco’s customer experience.  I oversee the company’s ongoing work to routinely embed customer and market intelligence and practices into Petco’s strategic planning and daily work.

I was thrilled to take on this role several years ago. It began with the implementation of the Net Promoter Customer feedback process, which has now been expanded to all lines of business. It then expanded to being the central point of contact as it relates to customer insights, and then finally owning the front-line closed loop aspect of our contact centers.

When I first joined Petco in the accounting department my favorite project was to work in our stores to learn firsthand about the customer and store partners. I spent days listening and observing, with the goal of bringing what I learned back to the corporate office to make a difference for our store teams.   Continue reading

Meet The Board – Michael Martin – The View Through the Client Lens

michaelmartin1
Michael and his family

 

For those that don’t know, CIBC is a leading Canadian-based financial institution that provides a full suite of financial products and services in Canada and around the world. The bank was founded in 1867 and we serve 11 million clients with a team of 40,000+ employees.

I’ve had the opportunity to work in many areas of CIBC throughout my 30+ year career, but my roots are in Customer Service. I started working part-time as a Customer Service Representative (aka Teller) while going to University. It was an amazing experience, and it taught me the importance of building relationships with clients.

I was fortunate to have a manager who got to know me well, and talked about what I wanted to do after graduation. He suggested that I apply to the Branch Manager Trainee program, and he was quick to provide a wonderful reference. I’ll come back to that later.

I’ve worked in a number of areas including Strategic Network Planning, Wealth Management, Finance, Governance and Controls, and I’ve had the opportunity to lead a number of client facing channels including Contact Centres, Online and Mobile Banking, along with our ATM network. One thing I did learn throughout my career was to be open to taking on new opportunities. It helped me build breadth, deeper knowledge, and wide networks!

The way clients interact with CIBC has changed dramatically since I started my career. But our Vision at CIBC is to be a leader in client relationships. It’s not about the mortgage or the investment product, it’s really about helping our clients buy the house they always wanted, or achieve retirement early, or help send their kids to school. Taking a client lens to what we do every day is very gratifying.

Being part of the Execs In The Know Advisory Board has been a rewarding experience. It’s a great forum to share and learn from others that all want to improve the client experience. With the pace of change it’s important to keep current on changing client behaviors, technologies and people practices. Each of us bring different perspectives, experiences, and approaches to the table and that’s the power of diversity! Continue reading

Meet The Board – Lisa Oswald – Delivering Value

LisaOswald
Lisa at a recent open studio weekend in Yonkers, NY

 

Second in our “Meet The Board” series is Lisa Oswald. We hope you’ll enjoy getting the chance to know our EITK Advisory Board members a bit better over the coming months! 

Get to Know: Lisa Oswald, Senior Vice President, Customer Service at Travelzoo Inc. 

My role leading customer strategy is all about growing our company by making it easier for customers to do business with us. My commitment to deliver service for a competitive advantage — a business imperative, really – drives everything we do. That’s because consumers demand more from companies today. And making smart decisions about what our customers want and need, and how to effectively deliver that drives revenue and loyalty.

My company is Travelzoo, a global media commerce company. You probably know us as the publisher of the Travelzoo Top 20®, the definitive list of the week’s best travel, entertainment and local deals. As Senior Vice President of Customer Service, I lead global customer strategy for our 28 million members across North America, Europe and Asia Pacific, driving culture change and influencing the way my colleagues think and act in support of our members. That includes helping set the organization’s product roadmap for delivering member experience outcomes. My most important role, however, is the one I take most seriously…upholding our members’ trust in our brand. After all, there’s a reason why we’re called the Deal Experts! Continue reading

Meet The Board – Ginna Sauerwein – The Power of Perspective

FAMILY
Ginna and her family.

 

The following is the first in our “Meet The Board” series. We hope you’ll enjoy getting the chance to know our EITK Advisory Board members a bit better over the coming months! 

Get to Know: Ginna Sauerwein, Managing Director, FedEx Services

My name is Ginna Sauerwein. My first name is pronounced like a bottle of “Gin” and then add “na”. My last name is pronounced like “Sour Wine”. I wanted to get that out of the way first because it is a constant opportunity! Thirty-two years ago, after working for good companies like J. C. Penney, Miller Brewery, and Delta Airlines, I was lucky enough to be hired by a young company named Federal Express – now grown up and called FedEx. I’ve worked in numerous capacities for FedEx over the years, and since 1993, I’ve served as a Managing Director in Customer Services. Based in Dallas, Texas, I oversee customer contact employees who provide multilingual customer information services for FedEx Express, FedEx Ground, FedEx Freight, and FedEx Office. As a key member of the FedEx leadership team, I manage employees in customer contact centers and reps working remotely from home. I’m responsible for defining Premier Programs and implementing new customer contact channels including social media, chat, video-chat, and technical services support for fedex.com.

I believe customer experience is defined by every interaction. I think each interaction must end with a thoroughly delighted customer to ensure they will conduct business with FedEx again and again. My goal is to make it as easy as possible for the customer to interact with FedEx and to provide solutions that exceed their expectations.

My role on the Advisory Board is important to me and is best described by a two-part short story that began in 2000 and spanned two countries.

Part 1:  While living and working in Guadalajara, Mexico, I accompanied the FedEx couriers to an area of town that had lean-to houses made of cardboard and pallets, no running water or plumbing, and dirty, dusty roads. We were there to deliver toys and food we had collected for a Christmas Charity. My husband and four children went with us and we all passed out presents to the very thankful crowd. Later that year, my direct survey scores were 10 points higher than any Managing Director had ever received in Mexico. My curious boss asked how? What did I do?  Continue reading