SmartKarrot

OCTOBER 12, 2022

Consult with clients on product features, functionality and onboarding best practices. Develop strategic relationships with key stakeholders to understand their goals and success roadmap. 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. Jenny Plant 42:29 Okay Gotcha.

Digitalization 52

Digitalization Account Management Decision-making Management 52

SmartKarrot

MARCH 8, 2022

A renowned influencer, Customer Success thought leader, and strategist, Donna Weber has literally written the book on customer onboarding: Onboarding Matters. Donna is known for helping high-growth companies acquire and retain loyal, happy, and satisfied customers. to career growth through individual coaching and mentoring.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21