Oz Merchant

Sales/Customer Success Consultant and Mind Hacker

Raleigh, United States of America (-05:00 UTC)Englishfrom Raleigh, United States of America
$25 / hour
15min30min60min
Available
1
Sessions
5.00
Rating
Expertise
Customer Success

While the field of CS is relatively new and growing, I was fortunate to get an early start and help build multiple teams. Customer Success can comprise of account management, best practices, implementation, NPS management, renewals management, expansions management, and even customer support in some cases. CS is at the heart of every successful organization connecting many different departments together as the customer advocate internally to ensure their success.


Venting Frustration

Having spent many years coaching individuals, I know life in general can become frustrating. I offer 5 min of venting and the rest of the time will be focused on getting to the crux of what's going on. The feeling "behind the feeling". It's laser like and cuts to the heart of the matter. The ego sometimes like hearing it, but it'll make you a better leader, hence having a rippling effect throughout your organization.


Mindset Coaching

In the Art of War, Sun Tzu states that "Every battle is won before it is fought." The idea alludes to the impact of a mindset and its impact on any endeavor. The startup journey is full of ups and downs and requires a level-head to navigate the waters. Ping me when the waters become rough.


Mentor Toolkit
Hubspot
over 8 years of experience

Hubspot has grown a lot over the years moving into many markets. My experience has been specifically on using it to build out newsletters and email marketing campaigns and landing pages.

Basecamp
over 8 years of experience

Basecamp is a very simple PM tool and I used it exclusively until I moved to Trello. Basecamp is still a fantastic tool and can be the right solution for many organizations.

Zoho
over 9 years of experience

I see ZohoCRM as Salesforce lite. I've been impressed with the robustness of their offering and for a far better price. I've implemented it at smaller companies.

Trello
over 7 years of experience

I love Trello so much that I use it as my own personal to-do tool. Works great with teams and individudals. I built out implementation boards, marketing boards, go-to-market boards, product planning boards, etc. A great tool with a simple UI.

Salesforce
over 12 years of experience

Salesforce is a beast. My experience is with their Sales and Service Cloud. I can make it do a lot of things without being able to code in APEX. Admin-focused not Developer-focused.

Mind Hacker
mindhacking
Raleigh, United States of America
- present

​Oz has been a Mind Hacker since 1999, helping clients throughout the US achieve their personal and professional goals. The essence of his work is to facilitate self-growth by helping you identify the core challenges and setbacks in your business life, so that you can overcome them with confidence. He specializes in creating personalized plans and providing tools to guide you forward and achieve your desired goals.​ When he wasn't working directly one-on-one with clients, he was coaching employees and building teams that delivered results. These hacks can be used with anyone to help them get to the next level. His current focus is specifically Entrepreneurs/Startup Founders, Executives, and Executives-to-Be.

Startups
Founder and CEO
Wellistic, Inc
Raleigh, United States of America
- present

We are creating a wellness platform built on trust to bring all integrative healthcare providers under one roof for members to easily access, review, rate, and recommend.

SaaS
B2B
B2C
Startups
Senior Sales Executive
Citrix Sharefile
Raleigh, United States of America
-

After proving the sales model worked, I built out Sharefile's initial sales team and laid the foundation for them to eventually get acquired by Citrix.

SaaS
B2B
Startups
Enterprise Account Executive
inMotionnow
Cary, United States of America
-

Ran sales at Proof-it-Online and helped launch the spin-off of inMotionnow.com which became the core focus of the company as we moved the focused from print-based marketing to digital marketing.

SaaS
B2B
Startups
Various
Samanage
Cary, United States of America
-

Director, Sales/Sales Ops (USA) Director, Customer Success (USA) Director, EMEA &APAC (Netherlands)

SaaS
B2B
Startups
BS Textile Management
North Carolina State University
-

Focused on Apparel Management and got a minor in Business Management, Psychology, and French. The most important lesson I learned at school is that the University system is a business organization with a hierarchy and I'm the customer. With this knowledge comes power. Building networks with peers isn't enough. I learned to build key relationships with faculty and staff and was amazed what all was possible by just asking. It fueled my desire to continue learning and forging new relationships.

Business Coaching
Coach University
-

Attended a four-year program to become certified as a coach.

SPIN Selling
SPIN Selling

A fantastic question asking model to drive the sale further.

Neuro-linguistic Programming
Various

A fantastic tool to understanding human psychology and the "how" of people tick. I have trained with trainers all over the world and am a trainer myself.

Sandler Hi-Tech Selling
Sandler Institute

I was fortunate to have spent time with the infamous Guru Ganesha. Sandler is the best structure of selling I've seen. This was the foundation of what I used as the internal Sales Trainer at Samanage.

Reviews (1)
Yannis
1 session
29 Dec 2018

I needed Project management advice, as I found myself getting stuck unable to push through the stress and anxiety surrounding the task at hand so I reached out to Oz for help. I was not prepared for what followed, I was expecting advise limited to organisational techniques and perhaps time management related techniques - instead I underwent what I can explain as interior design of the mind. Oz reached into my subconscious to discover what it really is that's holding me back with his almost meditative like guidance, almost as though with surgical tweezers removing the negative thoughts and their source from my being. After working with Oz I felt clarity, a weight lifted off my shoulders and I would highly recommend him to anyone interested in finding what it is that's holding them back from being their ultimate best self. He's incredibly friendly, patient, and genuine in his approach and desire to help. Everything and more that I was looking for from Growthmentor, thank you Oz!