SmartKarrot

OCTOBER 12, 2022

Align both internal and external resources to ensure clients meet & exceed project expectations. Regularly review overall program status with clients, usually in the form of client calls, web presentations or onsite meetings (as necessary). Identify cross organizational opportunities for account growth (expansion and new accounts).

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. Rachel Provan.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

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