SmartKarrot

DECEMBER 1, 2023

As a seasoned professional in the realm of Customer Success , I’ve witnessed firsthand the intricate dance of client onboarding. Crafting an effective Client Onboarding Playbook is an art, but it’s not immune to pitfalls. Too often, organizations forget the crucial element of client involvement.

Client Onboarding 10

Client Onboarding Onboarding Client Relationships Facilitation 10

Red Star Kim

JUNE 15, 2023

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. The OnePlace legal client relationship management system was acquired by InTapp in 2019. 800,000 global company profiles and 15,000 reports.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Nutshell

MARCH 28, 2024

A refresher definition 5 best practices for managing a sales pipeline for a startup3 types of client onboarding Prioritize your good leads, drop your bad leads Analyze your pipeline regularly Update your processes regularly Standardize your sales pipeline Automate sales pipeline tasks with a CRM What is a sales pipeline?

Management 71

Management Prioritization CRM Sales 71

DemandFarm

MAY 22, 2023

Key Account Managers can, in turn, provide insights on maintaining long-term client relationships, personalizing solutions, and handling complex client issues. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

SmartKarrot

SEPTEMBER 7, 2022

Apply here: [link] Role: Client Success Manager Location: Glasgow, Scotland, United Kingdom (Hybrid) Organization: Dentons As a Director of Customer Success, you will focus on building in-depth client relationships and act as the key point of contact for clients and a trusted first point of call for non-legal client queries and issue resolution.

Customer Success 19

Customer Success Stakeholders Client Onboarding Onboarding 19

SmartKarrot

JULY 22, 2020

You will be managing assigned group of strategic accounts and will be responsible for leveraging data as well as collaborating effectively with both customers and internal cross-functional teams to drive results, client satisfaction, and client revenue retention.

Customer Success 10

Customer Success Client Onboarding Onboarding Client Relationships 10

SmartKarrot

JUNE 11, 2021

Apply here: [link] Role: Director, Customer Success Location: Remote, New York, United States Organization: Measured As a Director of Customer Success, you will own day-to-day client relationships across seniority levels for a portfolio of 10+ Measured brands.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10