Amidst the innovation renaissance in Legal Operations, it's natural to feel overwhelmed. Luckily, the UpLevel View podcast has got you covered! Join UpLevel Ops experts each month for exclusive interviews and unique insights from those who have been there and done that in Legal Ops. We'll be sharing guidance on upping your game as an effective corporate legal leader, straight talk about legal technology, and actionable ways to break out of your comfort zone and take your career to the Next L ...
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Customer Success Career Coach
Carly Agar | Career and Job Interview Tips for Customer Success Managers
Customer Success Career Coach is the must-listen podcast for current and aspiring Customer Success pros. Join us as we spill the secret strategies and tips for building your Customer Success career. This isn't your typical snooze-fest – we're diving deep into the world of Customer Success careers. Whether you're starting from scratch (hey career transitioners!) or eyeing that next big promotion, we've got the playbook for you. I'm Carly Agar, your trusty 10+ year CS veteran and award-winning ...
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The Importance of GC/Legal Ops; What’s Next for the LINK Community x L Suite with Greg Raiten and Shaun Sethna
45:28
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45:28Legal Ops is evolving—are you ready? In the March episode of the UpLevel View Podcast, ULO CEO Stephanie Corey is joined by two standout leaders from The L Suite—Greg Raiten, Co-Founder, and Shaun Sethna, General Counsel—for an honest conversation about the evolving relationship between General Counsel and Legal Operations. Together, they explore w…
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66. I analyzed 11 successful customer success resumes: here’s what they had in common
19:50
19:50
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19:50Ever wonder why your resume keeps getting ghosted, even when your experience checks every box? After combing through 11 before-and-after resumes from job seekers who actually landed CS roles, I uncovered six patterns that turned their apps from invisible to irresistible. And spoiler: it’s not what those cookie-cutter career blogs are telling you. I…
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65. What does a career in CS Ops really look like?
37:53
37:53
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37:53Ever find yourself thinking, “There’s gotta be a better way to do this”? If you’re the CSM who’s constantly rebuilding broken processes in your head, secretly obsessed with structure and scale, and lowkey bored of the same playbooks, this episode is your permission slip to explore CS Ops. In this episode, I’m chatting with Justin, who went from tra…
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64. 4 Ways To Leverage AI And Uplevel Your CSM Game
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22:15
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22:15Being a standout CSM today isn’t about working harder… it’s about working smarter. And if you’re not already using AI to do that, you’re missing a massive opportunity to save time, impress leadership, and build deeper customer relationships. In this episode, I’m sharing four creative ways you can leverage AI that have completely changed the game. F…
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63. The Hidden Mechanics of Job Boards: Insider Secrets from Our Expert
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47:06Job boards might seem simple. You scroll, you apply, you wait. But behind the scenes? There’s a whole hidden system at play that most job seekers never see. And if you knew how it really worked, you’d job hunt completely differently. In this episode, I’m sitting down with Olivia, our Director of Customer Success and a the go-to hiring insider who’s…
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62. Power Questions: 10 Smart Questions to Ask in Your Next Interview
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24:45Ever walked out of an interview wondering, “Did I ask the right questions?” “Did I get all the information I really needed?” Let’s make sure you never feel that way again. In this episode, I’m giving you ten power questions that’ll help you stand out, impress hiring managers, and get the real intel you need to make smart career moves. We’re ditchin…
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61. How to sound less robotic and build better rapport in interviews
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19:41
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19:41Ever walked out of an interview thinking, Did I sound too stiff? Was I awkward? Why didn’t I click with the interviewer? Interviews aren’t just about saying the right things. They’re about connection. If you’re so focused on being “perfect” that you forget to sound like yourself, you might be holding yourself back. In this episode, I’m sharing seve…
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60. 7 Red flags to avoid in your job search (and how to suss them out for yourself)
50:57
50:57
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50:57Ever walked into a new job thinking it was the one, only to realize you just stepped into a nightmare? Let’s make sure that NEVER happens to you. In this episode, I’m breaking down seven major red flags you cannot ignore when searching for your dream Customer Success role so you don’t end up in a job that makes you miserable. I’m joined by Bri, one…
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59. Stop Drowning in Change: A CSM's Tactical Survival Guide
20:59
20:59
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20:59If there is one certainty in your customer success career, it is this: things will change. Whether it's new initiatives, restructuring, or evolving processes, staying ahead is non-negotiable. In this episode, I am breaking down exactly how to handle the constant change that comes with being a CSM. Think of this episode as your tactical guide to sta…
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58. The Internal Career Move Nobody Talks About: Creating Your Own Role
27:37
27:37
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27:37Do you think the only way to advance your customer success career is through job-hopping? It’s time to rethink that approach because I'm going to show you how to make a strategic internal career move. In this episode, I'm breaking down exactly how to create your dream role without even leaving your company. I’ll share my personal blueprint – the ex…
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Redefining Value in Legal Operations for 2025 with Maureen Harms
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35:29What does value mean in legal operations, and how is it evolving in 2025? Join Stephanie Corey, Co-Founder and CEO of UpLevel Ops, Maureen Harms, VP and Associate General Counsel, Transition Management at 3M, and Ken Callander, Managing Principal of Value Strategies—now an UpLevel Ops company—for an exclusive discussion on the future of legal opera…
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57. How to Stop Sabotaging Your CS Career (And Start Getting Promoted)
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28:20Are you unintentionally blocking your own path to opportunities like promotions, transitioning to different teams, managing larger accounts, engaging in cross-functional projects, or securing a raise? If you're not progressing in your customer success career as you'd hoped, the answer might be yes. In this episode, I'll explain how you could be uni…
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56. CSM Interview Coaching: One Session That Led to a $215K Job Offer
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27:54Would you believe that a single 30-minute coaching session could lead to a $215K job offer? That's precisely what happened to one of our recent clients, and I'm thrilled to unpack this incredible story for you. In this episode, I'm taking you behind the scenes to reveal how one coaching session transformed my client’s approach to interviewing and l…
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55. 6 Sneaky Ways to Impress in Your Next CSM Interview Presentation (Part 2)
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21:18Are you ready to impress at your next CSM interview presentation? If you haven’t listened to part one, I recommend you go back and listen to that one first, but in this part 2, I am letting you in on six sneaky things you can do in your next CSM interview presentation to wildly impress the hiring team and get that offer. Tune in to learn how to mas…
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54. Nail Your CS Interview Presentations: An Ex-Hiring Manager’s Guide (Part 1)
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21:28Do you dread the thought of a CS interview presentation? People love to hate these, but not me! That’s why, in part one of this two-part series, I am diving into how to nail your CS interview presentations. I’ll share everything I have learnt from my experience as a hiring manager and a coach who has helped over 800 aspiring professionals. I’ll bre…
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53. 9 Easy ways to make a bigger impact in your customer success job
22:53
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22:53Are you ready to make a bigger impact at your customer success job this year? Whether you're new to the role or a seasoned CSM looking for new ways to shine, this episode is packed with actionable strategies that will help you stand out. In this episode, I share nine super easy, time-efficient tips to elevate your performance and drive significant …
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52. When is it time to look for a new CS job?
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22:37Have you been toying with the idea of looking for a new CS job? This conversation has been coming up a lot lately, so I wanted to share with you when you know it is time to look for a new CS job. In this episode, I’ll dive into the common signs that indicate it might be time for a change. From the emotional trap of guilt to the frustrations of brok…
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Flexible Solutions, Lasting Impact: ALSPs and the Future of Legal Operations with Monica Zent
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33:40In the January episode of the UpLevel View, UpLevel CEO Stephanie Corey and Monica Zent of ZentLaw discuss the transformative role of ALSPs in legal departments. They tackle misconceptions, highlight ALSP benefits like reducing contract backlogs and fostering collaboration, and share real-world success stories. The conversation explores how ALSPs p…
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51. Stop Waiting for the Market to Cool: Adapting to the New CS Job Landscape
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29:30Are you waiting for the CS job market to cool down before you start your job search? We know that 2024 was bananas for CS job seekers, but folks, I have news for you: it is not going to slow down. In this episode, I will dive into why traditional job search methods won’t cut it anymore and what you need to do to adapt to this new norm. I’ll share w…
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How do you get really good at talking about value with customers? While this topic is a little bit outside my usual content, it is a question I was recently asked, so I’m going to dive into how top CSMs nail customer value. In this episode, I'm giving you a masterclass on how to keep customers engaged and uncover what they really care about. I’ll l…
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49. Master The Art Of Selling Yourself In Interviews (Part 2)
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28:28Are you struggling to stand out in your interviews? Wonder what it truly means to sell yourself as the best candidate for the role? Then you cannot afford to miss this episode! In part two of our two-part series, I pick up where we left off in part one and dive deeper into my five rules for selling yourself. I’ll share why you need to "don't imply …
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48. Level Up Your Interview Game: Master The Art Of Selling Yourself (Part 1)
39:03
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39:03Are you constantly applying for jobs but can't seem to get your foot in the door? Are you struggling to make it pass that crucial interview stage? Don't miss this episode where we crack the code on how to SELL yourself as the best candidate for any job! In part one of this two-part series, I'll guide you through the art of self-promotion in job int…
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47. Ace That Interview: How to Talk About Things You Haven't Done (Yet!)
29:22
29:22
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29:22Everyone knows that moment in an interview when things are going smoothly, and suddenly, the interviewer asks about something you’re less confident about. Should you bend the truth, or stick to honesty? In this episode, I'm sharing a straightforward framework that will help you handle these challenging moments with both confidence and integrity. I’…
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2024 in Legal Ops: What We’ve Learned, What’s Next – An UpLevel Ops Roundtable
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44:49On the December episode of The UpLevel View, Stephanie Corey, CEO of UpLevel Ops, is joined by Brian Hupp, Sumi Trombley, and Brandi Pack for “2024 Legal Ops: What We’ve Learned, What’s Next – An UpLevel Ops Roundtable.” Reflecting on this year’s advancements in AI, workflow automation, and value-based pricing, the panel shares bold predictions and…
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46. The Truth About Customer Success Resume Writing: What Really Works
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29:03Have you tried every trick in the book when it comes to Customer Success resume writing? From outsourcing to trying out every ‘new method’ that is being taught on the internet, and you still aren’t seeing success. Well, folks, I am about to make it a whole lot easier for you. In this episode, I'm pulling back the curtain to show you exactly how we …
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45. Make Progress in Your CS Job Search During the Holiday Season
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29:18As the holiday season kicks in and you are starting to wind down, should you do the same to your Customer Success job search? If you want to stay ahead of the competition and ensure you're top-of-mind for those early 2025 job openings, then you can not slow down. In this episode, I will tell you exactly how not to let the holidays slow down your jo…
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44. Career Killers in Customer Success: 3 Silent Threats You Need to Know About
33:00
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33:00Are your actions inadvertently holding back your Customer Success career? While I usually share ways for you to grow your career, this episode takes a different turn as I highlight potential career killers. I am going to reveal three silent threats that could be sabotaging your career growth without you even realizing it. You’ll learn about actiona…
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43. How to Impress Customer Success Hiring Managers in 2025 - their words, not mine! (Part 2)
26:09
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26:09Do you have what it takes to impress Customer Success hiring managers heading into 2025? We certainly have the information for you, and it has come straight from the mouths of current hiring managers. In this second episode of our two-part series, we cover five more key findings from our interviews with current Customer Success hiring managers, inc…
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42. What CS Hiring Managers Really Want in 2025 (Part 1)
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27:55
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27:55What are Customer Success hiring managers looking for in candidates in 2025? The best way to find out is by asking them directly, and that's exactly what we've done. In part one of this two-part series, I share five major findings directly from Customer Success hiring managers across various industries. We’ll discuss the evolving partnership betwee…
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Creating a Resilient Legal Operations Framework for Uncertain Times with Alison English
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34:32In the November episode of the UpLevel View, Stephanie Corey, CEO of UpLevel Ops, chats with Alison English, Head of Legal Ops at White Cap, about building resilient legal frameworks. They’ll share practical tips on aligning strategies with business needs, implementing agile processes, and thriving during uncertain times. Tune in for actionable ins…
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41. AI in Your Job Search - Dos and Don'ts for Customer Success Roles
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29:01Is it ok to use AI in your job search? While the thought of being able to get AI to write your resume and cover letter may seem tempting, you will want to listen to these insights first! I'll be covering the four do's and don'ts of using AI in your job search for customer success roles, drawing insights from recent interviews with hiring managers a…
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40. Avoiding Job Search Burnout: Strategies for a Sustainable Job Hunt
30:51
30:51
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30:51Are you about to lose your mind with your job search? If you have been feeling like you are reaching job search burnout, then I have the tips for you! I am sharing seven quick tips that you can implement into your job search so that you can keep your sanity as much as possible and prevent yourself from burning out. From setting small, achievable go…
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Secrets to Implementation Success with Evan Wong
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32:20Join the UpLevel View as Senior Advisors Sumi Trombley and Brian Hupp chat with Checkbox CEO Evan Wong about the "Secrets to Implementation Success." Discover how to navigate legal tech rollouts, overcome roadblocks, and drive team adoption. Gain expert tips on aligning technology with business goals, fostering collaboration, and optimizing legal s…
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39. From Invisible to Indispensable: A CSM's Guide to Impressing Leadership
33:28
33:28
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33:28Have you relied solely on your ability to do your job well to get you noticed by leadership? When it comes to standing out, this just isn’t enough, so in this episode, I will walk you through how to go from invisible to indispensable. I'm giving you three easy strategies to impress your leadership team and change the trajectory of your career for t…
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Are you feeling stuck in a certain sector in your CS career? If you are ready to grow your Customer Success Manager career in a different industry, I will show you how. I am sharing with you five game-changing strategies that can help you make a successful industry switch. From leveraging even the smallest relevant experiences to crafting a foolpro…
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37. The Gold Standard: Inside Our Top-Tier Coaching Programs
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33:51Are you thinking about joining one of our coaching programs? First off, great choice! But you might wonder, with all the options available, why choose us? In this episode, I'll explain why our program is considered the gold standard in Customer Success coaching. You'll get insights into the expertise that my team and I bring to the table, including…
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36. 8 Metrics You Need To Track To Propel Your CSM Career
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39:20If you are ready to propel your Customer Success Manager career, you would know that data is the key. But what do you do if you feel held back regarding metrics, data, and numbers based on what your company shares with you? Then I’ve got you covered. In this episode, I'm breaking down exactly what data points and metrics you should be tracking to g…
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35. Driving Customer Adoption: The Career-Killing Mistake Most CSMs Make
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33:12The way you're talking about driving customer adoption isn’t what hiring managers or Customer Success leaders—who hold the keys to your promotion—want to hear. This is a common issue I see multiple times a week, and in this episode, I’ll show you exactly what you should be doing instead. We’ll dive into the often-overlooked strategies behind succes…
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34. Nail Your Elevator Pitch: Avoid These 5 Interview-Killing Mistakes
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32:29Have you nailed your elevator pitch? What if I told you that if you can recite your pitch in your sleep, you have a huge problem? In this episode, I'll explain why it’s crucial to wave goodbye to generic elevator pitches. I’ll reveal the five most common mistakes that I commonly see and provide actionable strategies to elevate your pitch to the nex…
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Reimagining Legal Services: Professor Andrew Perlman on ChatGPT and the Future of Law
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38:54In the September episode of the UpLevel View podcast, "Reimagining Legal Services: Professor Andrew Perlman on ChatGPT and the Future of Law," ULO Founder and CEO Stephanie Corey and Andrew Perlman, Dean of Suffolk Law School, discuss how AI, particularly ChatGPT, is transforming legal research, document generation, and client interactions. Tune in…
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33. The $150K Resume: What Sets Apart Top Customer Success Earners
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33:39What does it take to earn $150K in Customer Success right now? I am so excited to share this episode with you as I am sharing exactly what ten of our clients had on their resumes to land $150K job roles. In this episode, we're diving deep into the key strategies and metrics that distinguish high earners, from upsell expansion and churn prevention t…
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32. Becoming Layoff-Proof: Securing Your Place in a Volatile Market
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33:59Is it really possible to become layoff-proof? While no job can guarantee complete security, this episode offers actionable steps to help you become indispensable, even in today’s volatile market. We’ll explore strategies you can implement immediately to minimize your chances of being laid off. I’ll also provide tips on how to prepare for the possib…
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31. 4 Exciting Customer Success Career Paths To Consider
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36:51Are you feeling lost in your customer success career? Do you look around and see everyone else with clear direction while you're unsure of your next step? I've been there too. That's why, in this episode, I will explore the customer success career paths you should know about. I’ll break down four exciting customer success career paths to help you n…
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AI Evolution: One Year Later – Transforming Legal Ops and Embracing the Future with Christian Lang & Whitney Stefko
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40:06In the August episode of the UpLevel View podcast, we are honored to welcome back Whitney Stefko from Ford and Christian Lang of LEGA, who join hosts Brian Hupp and Brandi Pack to discuss advancements in AI capabilities and adoption. We'll explore strides in productivity and efficiency within legal operations, reflecting on past predictions and new…
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30. Use this easy trick to leave a lasting impression in your next interview
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21:20Do you want to leave your next job interview with a lasting impression? Well then, it’s time to stop asking the same boring questions that everyone else asks, and in this episode, I am going to show you how. I’ll share a simple yet powerful trick to transform how you approach the closing questions. This will help you stand out from the competition,…
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29. 6 tips for dealing with rejection in your job search
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27:41Are you struggling with job search rejection? Feeling demotivated and exhausted from the constant "no's”? Then this episode is an absolute must-listen! In this episode, I'll be revealing my top 6 tips for dealing with rejection in your job search. From gamifying rejection to acting like a scientist, I'll share practical strategies to help you stay …
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28. Expedite your path to promotion by building this habit
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43:33Are you ready to expedite your path to promotion and take control of your career growth? Have you ever wondered how to effectively self-advocate at work without feeling like you're bragging? Then this episode is an absolute must-listen for you! I am going to walk you through the critical habit of self-advocacy and provide four actionable strategies…
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27. Sharing 8 real-life successful salary negotiations (Audience Q&A Part 2)
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38:30Are you ready to negotiate a salary that truly reflects your worth? We’re diving into part two of our audience Q&A, focusing on successful salary negotiations for your next job offer. I’ll share eight real-life success stories to provide you with the tools you need to secure the best job offer possible. Expect actionable advice on negotiating every…
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26. Answering your burning questions about negotiating salary (Audience Q&A Part 1)
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36:02Is there something holding you back when it comes to negotiating salary? My LinkedIn messages have been filled with questions about this, so in this episode, I am answering all your burning questions. I’m sharing practical tips and strategies to help you confidently advocate for what you deserve. From the perfect timing to how to frame your request…
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Legal Ops in 2024: The Power of Collaboration in Building an Industry with Jenn McCarron and Mike Haven
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44:11The next episode of UpLevel View is an instant classic, as UpLevel CEO Stephanie Corey hosts a discussion on "Legal Ops in 2024: The Power of Collaboration in Building an Industry" with current CLOC President Jenn McCarron and Mike Haven, Head of Global Legal Operations at Intel and recent past President of CLOC. These Legal Ops leaders will explor…
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