Calm Business Portal

A tool for customers and customer success managers to manage their accounts with Calm Business.

The problem

At the start of the pandemic, it became increasingly clear that employers had a responsibility to their employees in helping manage their mental wellness beyond burnout, stress and anxiety.

Calm was already working with larger partners to distribute the App to their customers and saw a huge opportunity to sell direct to employers to make Calm available to their employees.

However, Calm had been managing its partners manually on the back end and now required a front end for their Customer Success Managers and Customers to use to manage their accounts.

The Solution

With my background in B2B SaaS tools from my time at Dialpad AI, I was hired as a consultant and paired with an engineer and program manager to build out the first iteration of the tooling that would enable internal and external business partners to

  • Manage their Calm Business accounts

  • Manage their employees’ access

  • Review their Calm program engagement analytics

With the pandemic in full swing and the opportunity growing ever larger, this contract continued to roll on and eventually into a full-time role at Calm, setting the stage for increased B2B sales and easier creation and management of partners.

My Role

Initially my role was to make sense of the back-end systems being built and make them usable for Customer Success Managers and Customers. The lean team of me and 3 engineers had a working portal live within 2 months of the start of my contract.

As the B2B business grew, we brought on a product manager and grew the engineering team. I collaborated with the PM on upgrades and new features to better serve HR managers (e.g. improved analytics reporting and exports) and larger customers (e.g. In-app SSO configurations).

A self serve customer has just made Calm available to 24 of their employees.

 

A self-serve customer reviews their program engagement and detailed information on how their employees are using Calm.

 

A self-serve customer reviews and edits their member list.

 

A self-serve customer reviews their Plan and Payment information.

 

A Customer Success Manager walks a large customer’s IT admin through a step by step process to enable SSO