SmartKarrot

OCTOBER 12, 2022

Develop strategic relationships with key stakeholders to understand their goals and success roadmap. Identify cross organizational opportunities for account growth (expansion and new accounts). Develop upsell & cross-sell opportunities. Lead and facilitate client meetings.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

Account Management Skills

MARCH 20, 2023

I have worked in many different kinds of assets of account management, I mean the full spectrum, I have done roles, which have been very hybrid and touched a little bit on project delivery and account management. The AM role for me, I rely on the account manager to have an eye on the future.

Digitalization 52

Digitalization Account Management Decision-making Management 52

SmartKarrot

MARCH 8, 2022

With over 30 years in the industry, Annette is a professional coach, consultant, customer journey mapping facilitator, thought leader, and influencer. Through Kate’s years of industry experience, she has acquired skills pertaining to change management , stakeholder management, organizational design, management consulting, and more.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21