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Caleb Haynes

Client Success Lead

caleb@mongooseresearch.com 

716.271.5825

 

Assign your Cadence Team Leads

A Team Lead will be granted Admin-level access to the Cadence platform and work directly with your dedicated Client Success Lead as the primary contact during the onboarding process. Please complete the form and your Client Success Lead will use this information to grant access to the platform.
  • First Team Lead

  • Second Team Lead

  • Third Team Lead

 

Who should be a Team Lead?

  • Team Lead is a primary contact for the CSL and is expected to take a leadership role during the onboarding process.
  • Team Lead would be granted ADMIN-level access to the platform (the highest level access)
  • Team Lead is the first person to be given a Cadence account and complete Cadence training
  • Team Lead should be keen on collaboration, highly communicative, responsive, organized, and able to devote the time and/or resources to launch this initiative
  • Team Lead may be in a supervisory role, or may be tasked with overseeing the Cadence usage of other staff members at your institution
  • Team Lead should have demonstrated proficiency in an institution’s system of record and how data is collected/stored
  • Team Lead should have a fundamental understanding of how to create/export files (Microsoft Excel, Google Sheets, CSV)
  • Team Lead should strategically offer insight and guidance into an office’s existing communication flow and understands the needs of your target constituencies
  • Team Lead must have willingness to learn/use new technologies