SmartKarrot

OCTOBER 12, 2022

Identify cross organizational opportunities for account growth (expansion and new accounts). Develop upsell & cross-sell opportunities. Lead and facilitate client meetings. Regular client reporting including financial, operational, and business insight reporting.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

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. Kellie has a proven track record of increasing organizational customer retention, account growth, and building advisor relationships. Annette Franz. Keri Keeling.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

Account Management Skills

MARCH 20, 2023

We talk about: – how the roles and the skill sets are different – how they work together on projects and retainers – how they manage the client relationship – what friction points can occur and how they overcome them – their advice for agencies thinking of moving to an AM/PM model.

Digitalization 52

Digitalization Account Management Decision-making Management 52