SmartKarrot

OCTOBER 12, 2022

Provide primary point of contact support for bank channel relationship managers. 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

Account Management Skills

MARCH 20, 2023

On this episode, we’re talking about the split between the agency Account Manager and the agency Project Manager role, with Kate Vines and Kio Aghoghogbe from Hallam. Kate is Project Delivery Manager and Kio is Senior Digital Account Manager. I’m currently a project manager at Hallam.

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. She is a coach who focuses on personal development, relationship building, success planning, customer engagement and retention, and customer journey. Annette Franz. Bhavika Kochhar.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21