SmartKarrot

OCTOBER 12, 2022

Regularly review overall program status with clients, usually in the form of client calls, web presentations or onsite meetings (as necessary). Consult with clients on product features, functionality and onboarding best practices. Identify cross organizational opportunities for account growth (expansion and new accounts).

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

SmartKarrot

APRIL 6, 2021

Build a global services organization to support customers from onboarding and training through to long-term enterprise digital transformation projects. Develop and maintain client relationships to help drive revenue growth. The aspiration state is 70% proactive account development, 30% reactive account servicing.

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

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. She helps companies achieve scalable growth and helps them curate customer-centric programs, including onboarding, advocacy, adoption, and renewals. Donna Weber.

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