DemandFarm

MAY 22, 2023

Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. They set measurable goals for their team, ensuring that the company meets its financial objectives. Key Account Managers: Coordinate custom solutions for client-specific issues.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Hubspot Sales

FEBRUARY 8, 2022

This tip is especially useful when combined with trigger events, as you can reach out to those leads and share content with them that relates to the event, like a webinar you’re hosting about client onboarding if you see that they’ve recently experienced growth. Use a CRM. Start a conversation in a new way.

e-Learning 100

e-Learning CRM Client Onboarding Acquisition 100

Red Star Kim

JUNE 15, 2023

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. Some firms provide templates of different types of KAM meeting types.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Liston Witherill

OCTOBER 30, 2020

How to Onboard Clients to Your Service Brian believes that onboarding is the experience that makes or breaks a business. As he sees it, there are 3 keys to better client onboarding: Have a single client intake form. Solve for common client issues before they happen.

Value Proposition 52

Value Proposition Onboarding Client Onboarding Decision-making 52

Apptivo

OCTOBER 21, 2021

Consider including sales metrics reports from your CRM platform in a weekly staff meeting and annual or semi-annual strategic planning. Onboarding emails and steps. Maintaining quick and reliable communication in customer relationship management is critical to a growing company. Customer concern FAQs. Welcome emails.

CRM 98

CRM Healthcare Digital Transformation Software 98

Insightly

FEBRUARY 18, 2022

In one of DoubleCheck’s recent new win/loss program client onboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . 6 Single Customer View Benefits. No more data duplication.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

PandaDoc

MAY 28, 2024

Consultative sales, by definition, is a selling strategy that focuses on meeting customer needs. Customer knowledge even transfers to other areas, such as improving client onboarding. Giving prospects the chance to speak ensures you meet their needs and give them what they want. What is consultative sales?

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

OCTOBER 18, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Prepare detailed reports on the status of clients and create strategies for growth.

Customer Success 19

Customer Success Facilitation Client Onboarding Onboarding 19

SmartKarrot

JANUARY 10, 2023

Oversee the end-to-end customer journey, including onboarding, program management, retention, and expansion opportunities that drive account-level revenue growth in carbon offsets, supply chain reporting, and future offerings. Be the point of escalation for all communications with customers.

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

Brooks Group

APRIL 17, 2023

They have sales plans they can follow each time they make a call or go to a meeting. If you have a customer on the phone or in a meeting with someone that needs to learn what they are talking about, they’ll be immediately put off, and you’ll lose their trust. Do two departments need to communicate better?

Sales Training 52

Sales Training Negotiation Sales Decision-making 52

PandaDoc

MAY 8, 2023

In the sections below, we’ve covered a variety of software solutions (both all-in-one and piecemeal) that teams might use to expand their communication channels and improve customer relationships. With most helpdesk platforms, it’s possible to keep communication tied to a ticket by allowing users to comment and give feedback.

Software 52

Software Software Communication Publishing 52

SmartKarrot

MAY 19, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Keep regular meetings with key stakeholders & running Business Reviews.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

SmartKarrot

JUNE 18, 2021

Role: Associate Director, Customer Success Location: Remote, United States Organization: AKASA As an Associate Director of Customer Success, you will demonstrate revenue cycle expertise by conducting customer onboarding and implementation activities such as process mapping or workflow review.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

JUNE 11, 2021

Role: VP of Customer Success Location: New York, NY, US Organization: Narmi As a VP of Customer Success, you will grow and build a product-led Customer Success organization to ensure scalability as Narmi onboards dozens of new customers over the next few years. Act as liaison to and between internal teams and clients.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10

SmartKarrot

MAY 25, 2021

Responsible for conducting customer-facing Solution Reviews to communicate services performance, discuss and resolve services issues, and help customers meet their business goals. Identify and help build out vital collateral for retention and onboarding. Oversee client onboarding of all new clients.

Customer Success 10

Customer Success Client Onboarding Onboarding Negotiation 10

SmartKarrot

DECEMBER 4, 2020

Develop and Execute retention strategies and renewal processes that meet or exceed the stated retention targets. Communicate enhancement opportunities & product feedback across engineering, product, sales & marketing. Develop client onboarding plan and work with new clients to ensure smooth onboarding.

Customer Success 10

Customer Success Client Onboarding Stakeholders Onboarding 10

Account Management Skills

NOVEMBER 7, 2022

So maybe you can suggest an improved client onboarding process, because you’ve been through so many now and you know where the holes are. If you are working with a client that’s a publicly traded company, then you can also download the transcripts from the investors’ meetings that happen on a quarterly basis.

Account Management 52

Account Management Management Suppliers Meetings 52

SmartKarrot

OCTOBER 30, 2020

Apply here: [link] Role: Enterprise Customer Success Manager Location: London, GB, UK Organization: Fuze As an Enterprise Customer Success Manager, you will be responsible for the ongoing relationship management of the current customer base and for retaining established clients and maintaining customer references.

Customer Success 10

Customer Success Cybersecurity Value Proposition Client Onboarding 10

SmartKarrot

JANUARY 10, 2022

Communicating the product roadmap to customers and ensuring it meets the customer’s needs. Ensure a successful and robust onboarding experience for all new customers. Client onboarding and take-up of the Onfido service working alongside Client and Onfido representatives.

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

SmartKarrot

MARCH 14, 2022

Hold your team accountable for performance metrics related to resolving customer service issues, completing new client onboarding, consistently conducting client product training, identifying and closing renewal and revenue growth opportunities. Plan onboarding sessions and project rollouts.

Customer Success 3

Customer Success Client Onboarding Onboarding Government 3

SmartKarrot

JULY 25, 2022

Meet and exceed assigned targets for renewals, sales expansion opportunities, and strategic objectives associated with a portfolio of accounts. Creating the ideal strategy for each business client to maximize money moved and increasing revenue through up-selling. Providing clients with analytics and additional reporting mechanisms.

Customer Success 3

Customer Success Client Onboarding Onboarding Acquisition 3