Squad Goals: Get to Know Your DocLink Success Team

When you purchase DocLink, you’re not just getting an amazing solution but a dedicated support team to help you be as successful as possible! An important facet of your support squad is our committed customer success team to help guide you during every step of your DocLink journey.

Our customer success team is solely focused on helping you with your goals, taking your issues on, and working tirelessly to help you get the most out of your DocLink solution. Each Customer Account Manager (CAM) is responsible for customers in their specific territories, while our Customer Success Associate (CSA) focuses on ensuring your maintenance renewals are handled quickly and efficiently. 

Here’s your opportunity to meet them all – Andrew, Bobby, Crawford, Jerry, and Rachel – the mighty squad that makes up DocLink’s customer success team.

They bring a diverse set of backgrounds, skills, and experiences, but they all have one thing in common: they are passionate about their work and committed to delivering the best results for you – our customers.

Let’s get to know each of them a little bit better:

How long have you worked in your field, and what inspired you to pursue your current role?

Jerry: I’ve been in Technology sales for over 20 years. I fell into sales as a young adult, and my first job consisted of selling miscellaneous items to office employees – from comb and brush sets to Disney books and toys. It was a challenging job, but it taught me how to read a room and grab someone’s attention quickly, which are important skills in sales.

Crawford: After 5 years of experience in sales and customer service, I decided to take on a new challenge and venture into the software field. Although it was intimidating at first, I began exploring local software and tech companies and took on several interviews for outside sales and account management positions. In the end, my efforts paid off, and I feel extremely fortunate to have interviewed for and accepted a job with this company.

Rachel: I’ve worked here for more than a year now. Prior to this, I worked in the fashion industry for four years but felt unfulfilled and was seeking a more rewarding career path. I decided to explore the software industry, and that’s when I learned about this company through a friend. With her help, I landed a job here, and I’ve been here ever since!

Andrew: I was looking for new opportunities to step out of my comfort zone and broaden my knowledge, so one thing that pushed me to pursue my current role was the chance to tap into an industry that I knew nothing about. It’s been 9 months since I joined, and I’m excited to continue growing in my current position.

Bobby: I’ve been in my field for 2 years now, and what I love most is building relationships. Before taking up my current position, I was coaching men’s water polo at UCI. I became aware of this role through Tony Choquehuanca, one of the company’s Sales Directors, who maintains a close association with the UCI team. I could see that the sales team was filled with good people I could learn a lot from, and I wanted to be a part of that team.

What is your favorite part about working with the company?

Jerry: I love the people I work with – everyone is always ready to lend a hand whenever it’s needed. Also, as a Customer Account Manager, I get to work directly with our existing customers, and I love being a consultant to them. It’s my job to really understand their processes and help improve them. Seeing our customers achieve success and get the most out of our solutions is extremely satisfying.

Bobby: My favorite part about working here is the people! I’ve been fortunate to interact with some amazing customers, but the best part has been the support and camaraderie of my co-workers. I’m learning so much from the team, and I’m grateful for the positive experiences I’ve had.

Rachel: The community! Everyone that I’ve met has been very kind and helpful. I’m also fortunate to work with some of my closest friends!

Crawford: I appreciate the positive aspects of my work here, such as the great work culture, the balanced work-life ratio, and the opportunity to contribute to the growth and success of the organization. I have great faith in the product and relish the challenge of helping our diverse range of clients succeed with DocLink.

Andrew: The best thing about working here is the community we have and the opportunity for growth. I like that we’re encouraged to keep learning and developing our skills so that we can better support our customers’ goals.

Describe our culture in 3 words.

Bobby: Helpful, Fun, and Positive

Andrew: Rewarding, Supportive, and Community

Crawford: Innovative, Collaborative, and Agile

Rachel: Pleasant, Secure, and Committed

Jerry: Cutting Edge Technology!

What are your favorite hobbies or one thing that no one knows about you?

Rachel: In my free time, I enjoy staying active by working out and being outdoors – whether it’s at the lake, the beach, or in the snow. I also have a passion for all things country music, including festivals and concerts. When I’m not doing any of those things, I like to spend time with my boyfriend, family, and friends. Oh, and one fun fact about me is that I’m a big fan of football – both college and NFL!

Crawford: I’m a huge fan of Sci-Fi movies and love activities like camping and bird watching. My father is a BIG surf guy, so naturally, I took on the hobby as well. It was through surfing that I discovered a deep passion for the outdoors, nature, and traveling. I feel very fortunate to live in the best geographical area to feed my passions.

Jerry: I love being physically active, playing basketball or golf, and spending time with my family. Outside of work, I’m always looking for ways to stay active and have fun with my wife, Bobby, and my kids, Jordan and Jacey. We love playing basketball together and hitting the golf course whenever we get the chance. It’s a great way for us to bond and enjoy the outdoors.

Andrew: I have a few hobbies that I really enjoy. Some of my favorites include playing rugby, snowboarding, mountain biking, and surfing. Overall, they’re just really fun, and I enjoy the variety!

Bobby: My favorite hobbies are sports! I especially like playing basketball, soccer, and water polo. Playing water polo has been a particularly important part of my life since I spent many years coaching and competing in this sport.

Whether you’re a new or existing customer, our team is dedicated to making your journey stress-free and rewarding. So why wait? Contact your DocLink Customer Account Manager today to learn more about how we can help you succeed!