video  On-Demand Webinar

The Operational Edge

The Front Office Case for Fixing the Back Office

Operational Edge Front Office Case for Fixing the Back Office

About the webinar

Julia Cole leads growth at CRM Workforce Solutions — a firm that's built its reputation on the quality of the crew member and client experience from first conversation to final invoice. So when she started asking "how can we make billing better for our clients?", it wasn't a finance question. It was a client experience question.

In this conversation, Julia walks us through what that question led to: a partnership with Cartwheel to modernize AR from the ground up. She talks about why a growth leader was the one driving this conversation, what it took to get internal alignment, and how CRM Workforce thought about rolling out a meaningfully different billing experience to their clients.

If you lead growth, sales, or client partnerships at a staffing firm — and you believe the relationship doesn't end at placement — this one is for you.