Matt Schalsey

Director, Enablement

Advantive

- Built a Advantive's first Onboarding Program
- Created Product Masterclass (certification) for 14 different products at a Introductory, Fundamentals, Master and Expert Levels.
- 85% CSAT for Enablement Training
- Three Sales Kickoffs and launch Presidents Club
- Enhanced and optimized the Sales Process to make our Lead Process 12% more efficient
- Grew our BDR team from 2 to 6 and raised our booked meetings from 8 a month to 55 a month
- Built out the first iteration of our GTM Play process and creation

Director of Revenue Enablement and Business Development 

We make purpose-built software for specialty manufacturing and distribution businesses that streamline complex processes, optimize operations visibility and throughput, and drive improved quality, profitability, and revenue growth. Deeply embedded in our customers’ businesses, Advantive’s software solutions add value along the full manufacturing and distribution lifecycle.

The Enablement Squad

The Enablement Squad is an online community where Enablement practitioners can network with each other to get advice or share best practices on initiatives, programs, or events they're working on.

As a Co-Founder it is my responsibility and focus area in community engagement
and content. I am responsible for having engaging content, strategic partnerships, interactive
events, and monitoring overall community satisfaction.
● Increased membership to 2,300+ in 3 years by organic growth
● Built out strategic partnerships with vendors and other communities
● Sold the community to Workramp via acquisition in March of 2022.

CEO / Co-Founder

Badassery

Member

Kaius.co

KAIUS.CO was founded in 2023 and inspired to help those in Enablement impacted by Layoffs. We’ve worked with other major communities to bring awareness to those searching but that wasn’t enough. Now we are going to continue to bring awareness to those searching and help those companies fill those open positions. 

Where does the word Kaius come from? It’s the name of my son, who was placed with us through foster care and adoption. When researching his name it means ‘Rejoice’, which when thinking about what our goal is - we want to be able to rejoice and celebrate a new role or position filled.

Chief Executive Officer

Pavilion

Integrated Life Choices

Service Level Provider (SLP)

Responsum AI

Strategic Enablement Advisor for the development of Responsum AI

Strategic Advisor

Mosaic

Chili Piper

The founding member of the Enablement Team, I had to build structure and processes from the ground up. I worked closely with the Product Marketing team to build out customer facing materials and battle cards. 
● Revamped onboarding experience (decreasing ramp time by 45 days)
● Launched company-wide product certification resulting in a 15% lift in ARR while
reducing churn by 27%.
● Built a brand ambassador program for our sales team and CAB members to be proficient
in our sales motion while at events.

Senior Manager, Sales Enablement

Lunchbox

Main priorities included revamping the onboarding program and
continuing education for the team. Heavily focused on Partner Enablement and front line
enablement as well to expand knowledge of the product.
● Built out a product masterclass brining raising our average deal size 8%
● Revised communication and training plans, and multiple product launches
● Implemented and measured success of a new Onboarding program and Sales
Methodology

Manager, Revenue Enablement

Over a decade of direct sales/customer success experience, continuing to master all areas of the customer buying process. From sales education, change management, philosophy building experience. I’ve designed, managed, and procured dozens of processes from role to role handoff processes, cross-functional initiatives, manager enablement and playbook creation.

SchooLinks

• Partner with enterprise and strategic districts and stakeholders in Washington to roll out SchooLinks statewide.
• Guide new customers through the onboarding process, ensuring a smooth implementation and good adoption of SchooLinks.
• Work with SchooLinks customers to maximize product usage and value realization.
• Provide training and resources to customers to help them understand and utilize SchooLinks effectively.
• Develop strong relationships with key customer stakeholders and maintain regular communication to understand their needs and concerns.
• Create and execute customized success plans for each customer.
• Collaborate with customers to set achievable goals and milestones.
• Troubleshoot and resolve customer issues promptly and efficiently.
• Escalate critical issues to appropriate teams and ensure timely resolution.
• Provide ongoing support and assistance to customers.
• Collaborate with both the customer and internal teams to ensure renewal.
• Encourage customer expansion by identifying new use cases and opportunities.
• Gather feedback from customers to identify areas for improvement.
• Share customer feedback with product teams to inform future product development.
• Identify and implement process improvements to enhance customer satisfaction.

Strategic Customer Success Manager

• Guide new customers through the onboarding process, ensuring a smooth transition.
• Work with customers to maximize product usage and value realization.
• Provide training and resources to customers to help them understand and utilize the product effectively.
• Develop strong relationships with key customer stakeholders and maintain regular communication to understand their needs and concerns.
• Create and execute customized success plans for each customer.
• Collaborate with customers to set achievable goals and milestones.
• Troubleshoot and resolve customer issues promptly and efficiently.
• Escalate critical issues to appropriate teams and ensure timely resolution.
• Provide ongoing support and assistance to customers.
• Collaborate with both the customer and internal teams to ensure renewal.
• Encourage customer expansion by identifying new use cases and opportunities.
• Gather feedback from customers to identify areas for improvement.
• Share customer feedback with product teams to inform future product development.
• Identify and implement process improvements to enhance customer satisfaction.

Customer Success Manager

Coursera

Acted as a strategic partner to Coursera’s largest Coursera for Campus customers. Provided consulting and support to a book of 35 customers worth a collective $4.2 million, including 2 large consortium accounts. Personally managed key responsibilities and relationships for each account while working to drive utilization, adoption, and expansion across the account.

• Trained new Coursera admins and taught them how to successfully integrate Coursera curriculum into their courses.
• Partnered with Account Manager to ensure customer strategies to support a successful renewal and expansion across a shared book of business.
• Developed success plans in partnership with customers to ensure maximum ROI and happiness with their experience. Worked cross-functionally with all parts of the business to aid in this goal.
• Conducted EBR’s, hosted webinars, wrote & sent newsletters, and acted as the primary point of contact for customers.

Customer Success Manager - Coursera for Campus

Instructure

• Collaborated on a team of 6 CS Managers servicing 2000+ Canvas customers across the U.S. & Canada. Clients included higher education institutions as well as public and private organizations. Managed key responsibilities and relationships for customers across 10-state region. Assisted clients with configuration needs and consulted on best practices for their online environment. Led more than 100+ implementations over 4 years. Consistently achieved OKRs. 
•	Developed proactive partnerships and managed meaningful relationships with customers by monitoring customer health, checking in regularly, leading executive business reviews, and managing renewals.
•	Boosted retention by supporting customers throughout their lifecycle, training them on key features, designing success plans within Gainsight, and leading quarterly regional webinars.
•	Ensured long-term client success by providing guidance, setting clear goals and expectations, and strategizing solutions.
•	Streamlined CS functions by scaling services and implementing a one-to-many approach in appropriate scenarios to manage customers and provide support as a group.
• Trained and mentored 4 new team members in the last 2 years.
•	Advocated for clients by serving as a strategic partner and collaborating with cross-functional teams including Sales, Support, Implementation, Enablement, and Technical Consultants.
•	Personally developed and delivered professional development presentations including Career & Growth: Navigating Your Path to Your Career Everest; Introduction to Canvas Outcomes and Competency-Based Education; Dates in Canvas: Terms, Course, Section, and Assignment Dates; and New Feature Options in Canvas (2022 Edition).
•	Ensured customer success at scale by creating and distributing monthly team newsletter to 5000+ clients.

University of Utah College of Social and Behavioral Science

• Taught FCS 3010, Introduction to FCS Careers, a social and behavioral sciences careers course for juniors and seniors preparing to enter the workforce.
•	Improved student learning experience for 100s of students by building the course within Canvas and implementing LTI tools.

Associate Instructor - Department of Family and Consumer Studies

• Advised undergraduate students in the areas of Psychology, Sociology, Criminology, and Family & Consumer Studies. Assisted 1000s of students to graduate college with clear career direction, minimal debt, and pride in their educational achievements. Managed student employee team and student advising mentorship program.
•	Ensured student progress toward graduation through the My Degree Dashboard system. Updated student records with course exceptions. Maintained confidential and FERPA-compliant student records.
•	Assisted students individually by providing referrals to those needing assistance with learning obstacles, specialized tutoring, career counseling, or other needs.
•	Maintained currency in the field by attending campus-wide advisor training, professional conferences, and collaborative activities with other departments.

Academic Advisor

Rivet

• Hired at a startup healthcare SaaS company focused on streamlining medical billing processes. Built a Customer Success department from the ground up to assist medical practices in implementing the platform. 
•	Engaged medical practice clients and enabled their successful use of the platform by developing a user training program.
•	Advocated for customers and used change management best practices to help them realize ROI; built template to demonstrate ROI in executive business reviews.
•	Innovated solutions to procedural issues through strategic thinking, creative problem-solving, and troubleshooting.

• Collaborated on a team of 6 CS Managers servicing 2000+ Canvas customers across the U.S. & Canada. Clients included higher education institutions as well as public and private organizations. Assisted clients with configuration needs and consulted on best practices for their online environment. Consistently achieved OKRs. 
•	Developed proactive partnerships and managed meaningful relationships with customers by monitoring customer health, checking in regularly, leading executive business reviews, and managing renewals.
•	Boosted retention by supporting customers throughout their lifecycle and training them on key features.
•	Ensured long-term client success by providing guidance, setting clear goals and expectations, and strategizing solutions.
•	Streamlined CS functions by scaling services and implementing a one-to-many approach in appropriate scenarios to manage customers and provide support as a group.
•	Advocated for clients by serving as a strategic partner and collaborating with cross-functional teams including Sales, Support, Implementation, Enablement, and Technical Consultants.
• Developed and implemented renewal project management strategy in Asana that was highly successful and is still used.

Customer Success Manager, Higher Education

Salt Lake Community College

•	Advised and assisted low income and first generation college participants in identifying their values, interests, abilities, and in clarifying their academic and career goals. 
•	Advised with sensitivity to the needs, concerns, & cultural backgrounds of low income, first generation and ethnically diverse students.
•	Determined student eligibility and assessed need for academic support. 
•	Assisted participants in developing educational plans and college survival skills. 
•	Used a case management model to advise and assist participants in postsecondary course selection.  
•	Developed prevention and intervention strategies and schedule frequent meetings with participants to monitor individual progress toward academic goals. 
•	Oriented new participants concerning program goals, tutoring services, transfer opportunities and campus resources. 
•	Assessed the need for tutoring, approved requests and facilitated tutor/student matches. Monitored progress through interventions with participants, tutors, and faculty. Provided appropriate referrals to other college and community resources.
•	Provided 2 to 4-year articulation information and assisted with applying for admission to, and obtaining financial assistance for enrollment in, a four-year program of postsecondary education. 
•	Acted as a liaison with 4 year institutions in Utah to provide referrals and assist students preparing to transfer.
•	Advised and assisted participants with financial planning for postsecondary education. Provided information on financial aid programs. Assisted in completing financial aid applications and verification and appeals processes.
•	Provided resources, education and counseling designed to improve the financial literacy and economic literacy of participants.
•	Maintained timely electronic dictation and file documentation of eligibility, services provided, and academic progress in confidential files. 
•	Assisted with reports, data collection and program evaluation.

Advisor II, TRIO/Student Support Services

Oklahoma State University

•	Used developmental advising techniques to guide students through degree requirements for undergraduate business degree plans. 
•	Advised students on academic and personal issues and if needed refer to the appropriate campus resource.
•	Maintained student files, document conversations, kept appointment review notes and filed other correspondence.
•	Assisted students with enrollment by ensuring they took the appropriate courses each semester to graduate in their desired semester.
•	Worked remotely one day a week from Tulsa Community College’s Metro Campus to recruit students to transfer to OSU-Tulsa and to answer questions on the transfer process.
•	Made recruitment calls to encourage prospective students to become applicants and to provide them with additional program information or make referrals to offices that can assist them.
•	Presented to Tulsa Community College classes on the process of transferring to a four-year college or university.

Academic Counselor

•	Created resume packets for OSU-Tulsa Career Services as resources to give to students of what employers expect to see so they can reference examples while they create their own resumes.
•	Assisted in Resume Doctor workshop, Salary Negotiation Workshop, Preparing for the Career Fair Workshop, and assisted with the Spring 2015 OSU-Tulsa Career Fair.
•	Helped guide students through career exploration activities related to their majors. 
•	Created monthly awareness boards for Campus Life to use as informational displays for students.
•	Went through conduct training and reviewed guides for Campus Life to publish on Title IX specific to the OSU-Tulsa campus.
•	Completed Academic Integrity Facilitator module.

Graduate Intern - Career Services, Student Life, and Wellness

Tulsa Community College

* Assisted students in determining educational objectives.
 * Guided students through college careers and enrollment process.
 * Advised students on the best way to attain their educational goals.
 * Recommended required courses to enroll in each semester.
 * Provided students with a degree plan. This was helpful for: 

* students transferring credits into TCC
* students changing majors
* students working to meet graduation requirements   
     
 * Furnished information on transfer guides, degree requirements and catalogs from institutions of higher education throughout Oklahoma.
 * Assisted students from the beginning of their TCC experience through graduation and transferring to another institution.

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The Battle

Matt Schalsey

Alicia Buxton, M.A. 💭

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