ProlifIQ

MARCH 30, 2023

A good account planning template provides a framework for organizing information and developing a strategic plan for each key account. Key account planning drives the sales and support teams to document the stakeholders you will be working with. Each section of a plan contains information that helps teams drive value.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

ProlifIQ

FEBRUARY 13, 2023

As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve. When customers have a positive onboarding experience, they are more likely to adopt the product effectively, continue using it over the long term, and refer others.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

Hubspot Sales

AUGUST 26, 2020

Your marketers and salespeople pinpoint vital stakeholders within the target company. Executives at your firm may also interact personally with critical stakeholders of the target account. Then, once a client gets landed, your customer success team gets to work to deliver an equally unique onboarding experience. Image Source.

Stakeholders 137

Stakeholders B2B Decision-making Sales Environment 137

ProlifIQ

FEBRUARY 27, 2023

Gartner calls it “ managing a mutually beneficial partnership between an organization and its most important customers.” It’s important to track the sentiment key stakeholders hold inside a key account. Try mapping out the key stakeholders inside a top account and tracking their sentiment.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

ProlifIQ

OCTOBER 4, 2023

Should you sell software, how fast are teams trained and onboarded? Who are the stakeholders internally you’re going to work closely with? Certain teams/stakeholders, that you usually expand into? Why did your customer bring on your product or service? What are they hoping to accomplish? Certain industries?

Account Management 52

Account Management Management Account Planning Key Account Management 52

Arpedio

AUGUST 22, 2023

Whether you’re seeking to refine your existing practices or delve into the world of KAM for the first time, these best practices will equip you with the tools you need to forge strong, lasting partnerships and drive exceptional results for both your clients and your organization.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

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? This makes it easier to collaborate and take action on specific stakeholders and accounts.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

Insightly

SEPTEMBER 27, 2023

Structured approach to onboarding and training elevates user adoption To effectively implement a CRM at a small , midsize company or even an enterprise -sized company, one must possess a unique blend of skills and knowledge, ranging from sales pipelines to database management and third-party integrations. Why is CRM important?

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

Structured approach to onboarding and training elevates user adoption To effectively implement a CRM at a small , midsize company or even an enterprise -sized company, one must possess a unique blend of skills and knowledge, ranging from sales pipelines to database management and third-party integrations. Why is CRM important?

CRM 52

CRM Onboarding Brainstorming Software 52

SmartKarrot

NOVEMBER 14, 2022

The decisions your business makes during the account onboarding process can be crucial for determining the future success of an account. Account onboarding can help your business address customer queries and concerns related to the value your products and services can provide them.

Onboarding 10

Onboarding Customer Success Stakeholders Decision-making 10

SmartKarrot

JULY 3, 2020

Onboarding is not just about getting your customer familiar with the product. Hence, onboarding metrics help you gauge if your customers are able to attain those results or not. Hence, onboarding metrics help you gauge if your customers are able to attain those results or not. 1 Time to First time Value.

Onboarding 10

Onboarding Customer Success Facilitation Stakeholders 10

SmartKarrot

JUNE 9, 2020

In this article we are going to focus on the first phase – customer success onboarding. The challenges you face in customer onboarding can be seen from two viewpoints. You never want to give a bad experience to your customer during onboarding because that’s the most crucial stage. Aspects of your playbook. 1 Uniqueness.

Onboarding 10

Onboarding Customer Success Stakeholders Decision-making 10

SmartKarrot

MARCH 10, 2023

Role: Senior Customer Success Manager Location: London Area, United Kingdom (Remote) Organization: Zappi As a Senior Customer Success Manager, it will be your primary responsibility to ensure that our clients are getting the most out of our platform. As necessary, report out and escalate to leadership and important stakeholders.

Customer Success 19

Customer Success Stakeholders Onboarding Healthcare 19

SmartKarrot

OCTOBER 3, 2023

This helps in keeping relevant stakeholders informed without having to ask for data and progress, thus improving the quality of customer interactions. Playbooks can be created for any business scenarios, but for the sake of brevity, we will take the example of three critical ones: customer onboarding, issue resolution and, account growth.

Customer Success 19

Customer Success Management Account Growth Stakeholders 19

SmartKarrot

JUNE 19, 2023

Role: Customer Success Manager Location: United States (Remote) Organization: CryptoRecruit As a Customer Success Manager, you’ll be the main point of contact for clients and cultivate enduring connections. Establish a relationship of trust as a trusted advisor with key clients, customer stakeholders, and executive sponsors.

Customer Success 19

Customer Success Onboarding Stakeholders Account Management 19

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SmartKarrot

AUGUST 16, 2022

Role: Director of Customer Success Location: Cambridge, MA, US Organization: Volta Labs, Inc. As a Director of Customer Success, you will build out and lead the customer success organization that includes customer service and field applications scientists. Establish both leading and lagging KPIs to enhance customer advocacy.

Customer Success 19

Customer Success Onboarding Stakeholders Client Relationships 19

SmartKarrot

OCTOBER 19, 2022

Role: Head of Customer Success Location: San Francisco, CA, US Organization: Tread As a Head of Customer Success, you will be leading a team of Customer Success individuals. Building a Customer Success organization that supports customers from onboarding through renewal. Setting Customer Success strategy and defining OKRs.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

SmartKarrot

APRIL 11, 2023

Role: Head of Customer Success Location: Germany (Remote) Organization: Fyrfeed As a Head of Customer Success, you oversee creating a successful client journey from onboarding through churn and maintaining it over time. Hold training and onboarding sessions for customers.

Customer Success 19

Customer Success Stakeholders Onboarding Account Growth 19

SmartKarrot

JANUARY 3, 2023

Director of Customer Success Location: Remote, United States Organization: ABC Fitness Solutions As a Sr. Hire, lead, manage and mentor Onboarding and implementation Success teams within the Customer Success organization. Indirectly lead a team of 41 across Onboarding & Implementation and Success.

Customer Success 19

Customer Success Onboarding Suppliers Stakeholders 19

SmartKarrot

APRIL 12, 2023

Role: Customer Success Manager Location: NAMER, Canada (Remote) Organization: Appvance As a Customer Success Manager, you’ll oversee onboarding, revenue retention, growth, and adoption in order to ensure the complete success of Appvance’s clients. Managing the project schedule and deadlines during onboarding.

Customer Success 19

Customer Success Onboarding Stakeholders Communication 19

SmartKarrot

DECEMBER 15, 2022

Role: Customer Success Lead Location: Sydney, New South Wales, Australia (Hybrid) Organization: Hatch As a Customer Success Lead, you will advocate for customers by providing feedback to internal teams on how to better meet customer needs. Actively seek and develop strategies to help key stakeholders. Apply here: [link].

Customer Success 19

Customer Success Onboarding Stakeholders Prioritization 19

SmartKarrot

FEBRUARY 3, 2022

Role: VP Customer Success – BetterUp Care Location: Remote, San Francisco, CA, US Organization: BetterUp As a VP of Customer Success, you will build and lead a world-class customer success organization for BetterUp Care. First touchpoint for corporate clients and acting as an interface to internal stakeholders.

Customer Success 19

Customer Success Stakeholders Onboarding Account Management 19

SmartKarrot

APRIL 25, 2023

Role: Vice President of Customer Success Location: Englewood, CO, United States (Remote) Organization: WOW! To achieve successful onboarding, adoption, retention, and revenue growth, create effective customer success programmes. Be a customer champion and inform internal stakeholders of their comments and wants.

Customer Success 19

Customer Success Onboarding Internet Stakeholders 19

SmartKarrot

DECEMBER 1, 2022

Role: Customer Success Specialist Location: Irving, TX, United States (Hybrid) Organization: Injala As a Customer Success Specialist, you will examine client Requests (problems with the system and requests for enhancements) to determine both severity and priority. This includes separating system defects from user errors.

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 19

SmartKarrot

JANUARY 10, 2023

Role: Customer Success Lead Location: Remote, Canada Organization: Testimonial Hero As a Customer Success Lead, you will be developing and managing value-based relationships with the highest-value accounts with a focus on agreement completion and retention. Apply here: [link]. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

SBI

APRIL 8, 2020

Recent studies have shown that (Sales) Enablement is on the rise with over 60 percent of organizations having (Sales) Enablement established in their organizations. By that we mean services that our team has designed, developed, implemented, and evaluated such as Onboarding and skill-based continuous development trainings.

Communication 48

Communication Value Proposition e-Learning Stakeholders 48

SmartKarrot

MARCH 17, 2022

Role: Customer Success Director – SMB Location: Remote, Atlanta, GA, US Organization: ON24 As a Customer Success Director, you will manage and provide escalation and support for CSMs in your group. Manage the process for customer escalations, ensuring all the proper stakeholders are involved.

Customer Success 19

Customer Success Customer Life Cycle Stakeholders Onboarding 19

SmartKarrot

JUNE 3, 2022

Role: Customer Success Associate Director Location: New York, NY, US Organization: Wunderkind As a Customer Success Associate Director, you will mentor and inspire a small team of high-performing Customer Success Managers & Associates. Conduct recurring business reviews.

Customer Success 19

Customer Success Facilitation Stakeholders Onboarding 19

SmartKarrot

NOVEMBER 2, 2022

Role: SVP, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Cardlytics As an SVP of Customer Success, you will lead and scale an inclusive, world-class, multi-discipline services organization – driving vision, growth strategy, and execution.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

SmartKarrot

MAY 5, 2023

Role: VP of Customer Success Location: Washington, DC, United States (Remote) Organization: Analyst1 As a VP of Customer Success, you’ll create and grow a high-performance customer success team to aid in the expansion and scaling of the company. Lead intranet onboarding programmes from beginning to end within predetermined timeframes.

Customer Success 19

Customer Success Stakeholders Onboarding Facilitation 19

SmartKarrot

DECEMBER 15, 2021

Own the execution and performance of the Customer Success organization. Bring new and impactful ideas and best practices to the Customer Success organization. Advocate for the customer to internal stakeholders. Use data (KPIs, customer outcomes, etc.) to set team expectations and manage against such goals.

Customer Success 19

Customer Success Onboarding Stakeholders Innovation 19

SmartKarrot

OCTOBER 10, 2022

Apply here: [link] Role: Customer Success Manager Location: Tysons Corner, VA, US Organization: Piper Companies As a Customer Success Manager, you will lead the onboarding process for all new customers and serve as the primary point of contact. Collate relevant information and materials and complete operational checklists.

Customer Success 19

Customer Success Value Proposition Onboarding Healthcare 19

SmartKarrot

NOVEMBER 23, 2021

Role: Director of Customer Success Location: San Francisco Bay Area, US (On-site) Organization: Gorgias As a Director of Customer Success, you will create and execute scalable strategies to improve customer engagement, CSAT, product usage, and retention. Organize and manage the roll-out of key enterprise customers.

Customer Success 19

Customer Success Onboarding Facilitation Stakeholders 19

SmartKarrot

MARCH 21, 2022

Role: VP of Customer Success, US Location: Austin, TX, US Organization: Miro As a VP of Customer Success, you will be responsible for a rapidly growing Customer Success team of 45+. Drive Miro product adoption by leading onboarding for new customers and teams. Improve customer retention metrics (adoption, retention, engagement).

Customer Success 19

Customer Success Onboarding Stakeholders Strategic Thinking 19

SmartKarrot

OCTOBER 20, 2022

Role: Customer Success Manager Location: Remote, New York, NY, US Organization: Tremendous As a Customer Success Manager, you will onboard high-value clients. This consists of running onboarding sessions, managing timelines, and ensuring the new sales wins come to fruition successfully. Account management.

Customer Success 19

Customer Success Onboarding Stakeholders Account Management 19

SmartKarrot

MAY 18, 2023

Role: Customer Success Manager Location: Berlin, Germany (Remote) Organization: Canonical As a Customer Success Manager, you’ll familiarise new Canonical customers to our products and customer support procedures. establishing corporate harmony for onboarding. Aid sales in spotting expansion possibilities or renewal threats.

Customer Success 19

Customer Success Client Onboarding Onboarding Digitalization 19