SmartKarrot

OCTOBER 12, 2022

Develop strategic relationships with key stakeholders to understand their goals and success roadmap. Identify cross organizational opportunities for account growth (expansion and new accounts). Develop upsell & cross-sell opportunities. Lead and facilitate client meetings.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

Arpedio

JANUARY 11, 2023

In order to do so, you should invest in your account management processes – so you can equip your strategic account managers with the best working environment to manage the complex journey of long-term account development. What Is an Account Manager? Process of Managing the Accounts for Business.

Account Management 52

Account Management Management Key Account Management B2B 52

SmartKarrot

MARCH 8, 2022

Through Kate’s years of industry experience, she has acquired skills pertaining to change management , stakeholder management, organizational design, management consulting, and more. Kellie has a proven track record of increasing organizational customer retention, account growth, and building advisor relationships.

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