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. Hold regular onboarding/training/review sessions with customers to ensure the achievement of customer goals and outcomes.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

Account Management Skills

MARCH 20, 2023

I have worked in many different kinds of assets of account management, I mean the full spectrum, I have done roles, which have been very hybrid and touched a little bit on project delivery and account management. The AM role for me, I rely on the account manager to have an eye on the future.

Digitalization 52

Digitalization Account Management Decision-making Management 52

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. Rachel Provan.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21