Flatfile Career Growth & Development

Tell us about your recent promotion or role change. 

My recent promotion to producer means I am responsible for all sales communications and the entire prospect experience, ensuring every prospect is managed correctly.

In this role, we embody extreme communication. Even if we have 100-plus prospects to email daily, we do it. Process building is of the essence; no matter the volume of interest in Flatfile, we are situated to handle every prospect effectively. We optimize for training and coaching, ensuring that each team member has clear responsibilities and is fully supported. And lastly, leadership, we identify areas where we can improve on how we do things today and build the system around this to support new initiatives.

What will this new role or skill let you do? 

With each new skill, there are two key measurable outcomes.

The first is how much my team feels supported, with clarity on what they do. The second is how prospects feel from beginning to end when working with us, regardless of whether they convert.

People are any business’s primary asset and stress primarily comes from uncertainty. Therefore, my team feels they know what they need to do, so they can articulate additional initiatives around existing ways of doing things. In addition, as we work with many prospects daily, we collect feedback on where to improve the experience.

Combining these two measurable outcomes allows us to establish a supportive process toward prospects and motivates the team to follow and improve regularly.

How would you describe the culture of internal mobility and upskilling?  

Opportunities for upskilling in Flatfile are easy to find and genuinely are limitless.

As a fast-growing company, we are always in a good position to have more work to do than people to do it. With that, there are many opportunities to identify where additional ownership can be assumed and do the work to ace it. With new responsibilities come new skills that are outside of our primary work. Taking the initiative at Flatfile is a core value; improving existing skills and developing new ones is easy.

As a producer, I am not responsible for leading demo calls but rather for ensuring that throughout the sales process, all internal teams have the information they need to complete their part during the sales cycle. As a result, a prospect has a wholesome experience. However, as our CEO was taking all demo calls, I realized that the best way for me to understand how to support prospects is to own the first calls with them and fully grasp their needs and use cases. That way, I can train additional people on my team to do so. Today, I own up to 16 demo calls daily, and I understand how we can support prospects better than ever.