Idea Details

 

Identify who is the Client Manager

Last activity 10-01-2022 11:00
Kathryn Montalvo's profile image
By: Kathryn Montalvo
12-03-2021 12:16

I'd love to see the name and a link to contact of the Carta staff member who is the manager for any given company so we can easily reach out to them if there's a need.  Thanks!


Comments

12-27-2021 14:03

@Kathryn Montalvo I wanted to introduce you to @Cameron Clegg who is part of the QA team here at Carta. Cameron reviewed this feedback and is interested in discussing it more with you. He will reach out to you in the new year.

12-08-2021 18:42

@Kathryn Montalvo thank you for the feedback. We started some internal discussions about this piece of feedback and I do have some additional questions.
  1. What are the scenarios that you reach out to a CSM?
  2. What are a list of actions that you want the CSM take after you reach out to them?
  3. Where in-app would you want to see this information?
Thank you in advance for the additional information.