Customer Success is the Key to your AP Automation Journey
Discover a Four-Phase Process to Reference in Setting Expectations for a Streamlined Onboarding Experience
As digital transformation continues to accelerate the way business is conducted, finance teams are looking for ways to improve organizational efficiency in order to move from a cost center to a value center. Through the power of AP automation, finance and accounting teams can reduce errors, save time, and increase cash flow.
When selecting AP automation software, you can minimize risk and create a seamless onboarding experience with coordinated planning and project management. The technology provider you select should support this by hosting a multiphase onboarding process that includes opportunities to add value, guarantee ROI, scale automation, support your in-house BI tools, and train your team for success.
Join finance experts Samantha Moran, Head of Customer Success at OpenEnvoy and Matt Cohen, VP of Finance at Bliss Point Media on Thursday, February 10th @ 10am PT/1pm ET for an engaging webinar sharing the four phases involved to have a successful AP automation journey:
- Discovery
- Training
- Automation
- Growth
Speakers:
Samantha Moran
Head of Customer Success
OpenEnvoy
Samantha Moran is the Head of Customer Success at OpenEnvoy. Samantha started her career in intensive care nursing where she learned deep listening and assessment skills, which have helped her become the successful customer success leader who she is today. Before joining OpenEnvoy, Samantha scaled customer success teams from 6 to 50 employees at Upwork and UserTesting to support revenue growth of $20MM to $100MM+ ARR. At OpenEnvoy, Samantha is focused on providing the best-in-class customer delivery, onboarding, and solutions consulting to deliver desired outcomes to customers when implementing real-time AP automation into their processes.
Matt Cohen
VP of Finance
Bliss Point Media
Matt Cohen is the VP of Finance at Bliss Point Media. Matt oversees the entire finance and accounting function and has led all systems implementations including ERP, AP, Technology, Accounting, and Finance. Matt built Bliss Point Media’s accounting department from the ground up to 12 employees (and growing) in support of the company’s growth from 5 to 100+ employees, including an acquisition. Matt has scaled Bliss Point Media from $25MM to $700MM+ ARR, anticipating over $1BN topline in 2022. Matt is a CPA with 6+ years of public accounting experience in Audit and Forensics, has an undergraduate degree from UC Berkeley, and an accounting degree from UCLA.
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