Account Roles

The different roles on each account which ensure success for our customers

Name

Responsibilites

Account Manager

Ensure health of account, relationships, and sentiment towards partnership with SimplaDocs.

Conduct regular check-ins with clients to gather feedback, address concerns, and identify new areas for expansion in the contract.

Develop strategic account plans to drive growth, retention, and gather client feedback, testimonials, or material for case studies.

Gather client feedback, testimonials, or material for case studies

Project Manager

Primarily, the PM is responsible for everything regarding a projects success outside of the actualy quality of the developed solution. Some responsibilites a PM might partake in to ensure project success are (but not limited to):

Identifying and mitigating project risks

Kicking off projects and ensuring proper structure to help guide project success

Identifying key miletsones in projects and ensuring advancement towards them

Alignment of stakeholders both internally at client level and across simpla team-members

Keeping gauge on development progress towards established timelines, and putting in plans should timelines not be met.

Identifying DRI’s and subject matter experts as appropriate

Change management, ensuring successful adoption of tools by end users

Establishing training structures for tools rolled out

Friday wrap-ups or other established rituals to support project success and positive account sentiment

Product Manager

Clearly identify and define the features that need to be developed or iterated on in the form of user stories

Prioritization of requested features for Senior developer

Work closely with the development team to prioritize and plan product features

Conduct user testing and gather feedback for continuous improvement

Senior Developer

Technical lead for architecture of solution from formal database architecture to integrated solutions across platforms

Lead in smaller artchitectural decisions (automations vs buttons, cross-docs vs. webhooks, etc)

Executor on higher level more complex coda development tasks

Identification, definition, and delegation of tasks for junior developers

Train and mentor junior developers

Junior Developer

Execute on tasks defined by senior developers

Identify net-new tasks during execution of assigned task, or potential bugs and log them or fix them

QA work with senior developer

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