Meet Sam Petersen: Client Services Analyst

At CallFinder, we take pride in our Client Services, and part of what makes that service so unique are the people who make up our Analyst team. So we thought it was time our customers and readers got to know them on a more personal level.

This week, we’re featuring CallFinder Client Services Analyst, Sam Petersen. I had a chance to chat with Sam and ask a few questions. Here are his responses.

I have been an analyst now for over a year, but I have been with the company since the fall of 2018. The day to day fluctuates depending on what needs to be accomplished. I meet daily with my fellow analysts to discuss any priorities and to help one another with projects.

Throughout the week, I assist our Sales Team with demos, but the bulk of my time is spent with my clients. I meet bi-weekly with many of my clients, and those discussions then facilitate larger questions/projects. Most questions can be answered via email or perhaps another impromptu meeting. Projects can entail creating a new scorecard, a specific search, or a custom report for a client.

If there’s a new search involved in this process, that means we need to listen for more phrases and then refine those. This tends to be a bit more involved and requires a little more time. At the end of my week, I look at what we have on the agenda for the following week.

CallFinder’s main office is located ten minutes from my apartment, and that is a great benefit when we’re not working from home. We have a great group of people at the company, and that makes it enjoyable to work with coworkers. Some weeks are most certainly busier than others, but I can always make some time to bike or run, which is great.

Ohh, I miss the free snacks and coffee. I really enjoyed testing the CallFinder platform with my team at the office. This testing involved our searches, but it also involved a lot of meetings and late nights, which was a lot of fun.

I think many of the clients I work with have calls that they want to really zero in on and understand what happened. We have great tools that allow clients to efficiently listen to calls and highlight calls that are of the most concern for them. This will in turn help to improve the overall customer experience.

My bedroom is my office, sleeping quarters, and bike storage. Working from home saves me a bit of time commuting, which isn’t much but it does feel like a lot at times. The work from home routine has been enjoyable for the most part.

Each afternoon I have a smoothie that changes from week to week depending on what is on sale at the grocery store. My grandma recently had hip surgery, and my dad drove out to Pennsylvania to help her. This left only my mom to tend to their dog, Monti. I was able to work remotely in their basement and help take care of little Monti.

The ability to work remotely not only from my apartment but also from a different state was a great benefit that I would have never thought of prior to COVID.

Skiing – I am an avid skier. Anyone who hates winter does not have spring allergies or a winter hobby! Skiing is such a freeing activity because it allows you to choose how you want to get down a mountain. You can fly down on some groomers, or take a slow stroll through the woods. You can find jumps hidden alongside trails, or you can take some laps in the park. Once in the ski park, you can get creative on what rail or jump to hit. What trick to perform. What combination to do it in. Skiing is freeing.

Biking – I started mountain biking a bit more last fall and have kept up with it through the summer. I enjoy a bike ride down the street to some local trails I know of after I finish work. The trails I like to ride are mostly single tracks with a couple of little jumps and jibs. I ride until I’m exhausted and then ride on back home.

Running – I enjoy long runs especially in the fall.

Podcast: Dan Carlin’s Hardcore History – Fantastic podcast about history from all different eras. Dan always says he is a fan of history and not a historian. This allows him to battle ideas or note debates among historians. He paints scenarios in history in which you can try to imagine yourself, and it can be uncomfortable at points. That awkwardness allows us to see what our ancestors are capable of… and what we are capable of.

TV Show: It’s Always Sunny in Philadelphia – One of my favorite series that follows a group of terrible people who try to solve problems but never really achieve much and, if anything, tarnish their own reputations. Quite satirical and very funny.

Book: Plum Island – This is one of the first books written by Nelson Demile in a series following a detective named John Corey. It’s a fictional book based on real events, and it is quite captivating.

In high school, I taught ski lessons for a season, which was fun, but I do not think I will be doing it again. Since it was my first season, I taught some of the youngest kids, which can be quite difficult, especially when everyone wants to go into a crowded lodge to warm up and get a snack.

Trying to keep ten kids together in a ski lodge while trying to get out of there in less than an hour can be a difficult task. The “mountain” I taught at was more of a hill that claimed to have ten plus ski trails when in reality, there were four. So, perhaps one day if I am at a larger mountain I would teach ski lessons again.

That’s it for this week. Stay tuned for more posts featuring CallFinder’s Client Services Analysts!