ProlifIQ

APRIL 3, 2023

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? One key account planning tool is multi-threading.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. Relationship Maintenance: Nurturing long-term partnerships by understanding client needs and providing consistent support.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Account Management Skills

MARCH 20, 2023

On this episode, we’re talking about the split between the agency Account Manager and the agency Project Manager role, with Kate Vines and Kio Aghoghogbe from Hallam. Kate is Project Delivery Manager and Kio is Senior Digital Account Manager. So a very warm welcome Kate and Kio.

Digitalization 52

Digitalization Account Management Decision-making Management 52

SmartKarrot

MARCH 7, 2022

Role: Director, Customer Success Location: Remote, New York, NY, US Organization: Urbint As a Director of Customer Success, you will own the ultimate success of Urbint’s customer base; this includes seamless customer onboarding, project success, retention, and renewal. Account growth: identify areas for growth within existing accounts.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

ProlifIQ

AUGUST 17, 2023

Building strong relationships through personalized interactions, proactive customer support, and attentive account management fosters loyalty, reducing the risk of churn and increasing the likelihood of expansion. Account planning will lead to new opportunities and eventually account growth.

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52

SmartKarrot

NOVEMBER 24, 2021

Guide the development, execution, and maintenance of tailored Account Growth Plan and Playbook. Collaborate with sales leadership to design account handoff processes. Design and implement account tiers, ensuring each account is served efficiently and effectively based on size.

Customer Success 19

Customer Success Account Management Leadership Account Growth 19