SAN FRANCISCO--(BUSINESS WIRE)--CRMNEXT, Inc., the leading global CRM solution provider in financial services, has appointed Carol Clagett as its director of customer success to provide support for the company’s growing U.S. customer base. In this role, she will serve as primary contact for banks and credit unions implementing CRMNEXT’s solution. Beyond managing implementations, Clagett will address ongoing customer support requests and lead client discovery workshops.
“Carol’s in-depth knowledge of operations across a variety of notable banks will prove incredibly valuable as CRMNEXT continues its expansion in the North American market,” said Joe Salesky, CEO of CRMNEXT. “The addition of Carol’s leadership will ensure the successful delivery of the CRMNEXT platform to each new partner, equipping them to drive revenue growth and increase efficiency through our solution.”
Clagett brings more than 20 years of industry experience to her role at CRMNEXT, most recently serving as a senior vice president and retail market manager at First Bank, headquartered in Southern Pines, NC. Prior to joining First Bank, she held senior leadership positions in management, customer service and software deployment at First Citizens Bank and BB&T.
“My previous experience juggling dozens of siloed applications opened my eyes to the value of CRMNEXT's solution. Its unified platform enables financial institutions to deliver seamless service to their customers,” said Clagett. “CRMNEXT goes well beyond the traditional CRM. It is the only solution with the ability to pull in data from multiple systems, provide a comprehensive view of the customer and conduct transactions in the same application.”
Clagett joins CRMNEXT fresh on the heels of leading the internal implementation of the CRMNEXT platform at First Bank.
“Carol has been an incredible liaison between CRMNEXT and First Bank,” said Cathy Dudley, executive vice president at First Bank. “We wish her all the best as she transitions to her new role. CRMNEXT’s technology has streamlined our bank operations and we know that other financial institutions can achieve the same success with the CRMNEXT platform and Carol’s efforts.”
CRMNEXT, Inc., is the leading global CRM solution provider in financial services. A Gartner Magic Quadrant visionary company, CRMNEXT picks up where traditional CRMs leave off providing work simplification, robotic automation, immediate results and greater empowerment for both team members and customers. It eliminates the artificial barriers between human and digital channels, enables innovation and world-class, omnichannel customer interactions from a single, unified platform. With more than one million bankers and one billion customers globally, CRMNEXT has become the largest CRM in financial services by effectively recalibrating the potential for both large and small organizations to grow assets, quality relationships, profitability, service and innovation. For more information, visit www.crmnext.com.