Upland

APRIL 20, 2023

Segmenting key accounts Once you have identified your target account list, you need to segment them into groups based on their size, industry, location, and additional factors like cultural fit and relationship status. This will help you to develop tailored account plans for each account.

Account Management 195

Account Management Management Account Planning Decision-making 195

Account Manager Tips

MARCH 23, 2021

I would add that your strategy for resourcing and working with a key account can be different. In our Account Plan application we have four categories of account development automatically calculated. High dependency means key. as does high opportunity. Flavio Stiffan ?

Co-Creation 227

Co-Creation Key Account Management Account Management Suppliers 227

ProlifIQ

JUNE 21, 2023

Strategic accounts are not just any customers; they are the key customers that hold significant value and have the potential to contribute substantially to the company’s growth and revenue. A strategic account development plan serves as a roadmap for nurturing and growing these important accounts.

Account Management 52

Account Management Management Account Planning Stakeholders 52

Arpedio

JANUARY 11, 2023

In order to do so, you should invest in your account management processes – so you can equip your strategic account managers with the best working environment to manage the complex journey of long-term account development. What Is an Account Manager? No, we don't use Salesforce yet. Let's talk.

Account Management 52

Account Management Management Key Account Management B2B 52

ClearPoint Strategy

JUNE 22, 2021

Strategic planning is a tool for departments: a communication tool, project management tool, as well as a tool to learn about all the projects in the City. A tool to establish accountability, develop timelines, and achieve success. Communication tool. Communicate. And communication leads to engagement.

Government 52

Government Communication Software Software 52

Hubspot Sales

JULY 22, 2020

This sales platform helps automate the most repetitive sales tasks while helping you communicate with prospects. The Sales Process Manager by Upland Altify helps develop a repeatable process for managing sales pipelines while coaching and aligning the team as they progress deals. Pricing: $150/month. Upland Altify.

Account Planning 117

Account Planning Sales CRM Prioritization 117

SmartKarrot

MARCH 30, 2023

To design account strategies and build account plans, define growth objectives and the requirements to fulfil them, and support staff headcount requirements, collaborate with sales representatives, customer success representatives, and account development representatives. Good at learning new systems.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 19

SmartKarrot

DECEMBER 8, 2022

Execute a comprehensive engagement and communications strategy that proactively maintains high partner satisfaction. Perform periodic partner success reviews that confirm customer satisfaction, resolve issues with the help of the team, and expand the curriculum used within the account. Apply here: [link].

Customer Success 19

Customer Success B2C Insurance CRM 19

ClearPoint Strategy

JUNE 22, 2021

Strategic planning is a tool for departments: a communication tool, project management tool, as well as a tool to learn about all the projects in the City. A tool to establish accountability, develop timelines, and achieve success. Communication tool. Communicate. And communication leads to engagement.

Government 40

Government Communication Software Software 40

Zendesk

MAY 19, 2022

With social selling, social media is typically not where sales take place, but rather a means of communication and lead nurturing. Sound bites are small phrases that sales reps use to communicate simple matters to prospects. Account development representative. Soft sell. Sound bite. Inside sales rep. Sales coach.

B2C 98

B2C Sales CRM Profitability 98

SmartKarrot

AUGUST 19, 2022

Help develop and implement strategies to grow top-tier portfolio companies. Use outstanding communication skills to present to and influence both potential and existing customers. Work with marketing department on customer communication strategy and nurture campaigns. Create frequent reviews and reports with financial data.

Customer Success 19

Customer Success Construction Negotiation Acquisition 19

SmartKarrot

MARCH 17, 2023

coordinating with new clients to create implementation plans and holding handover meetings with the account director and account development manager to discuss the rollout. Ability to communicate information clearly to both internal and external associates. Advanced knowledge of G Suit or Microsoft Office.

Customer Success 19

Customer Success Account Development Stakeholders Onboarding 19

SmartKarrot

NOVEMBER 29, 2022

Active communication management (with learners and other client stakeholders) to drive engagement and solve potential friction points. Responsible for setting up, scaling, and executing online value-added services (complementing the core online courses) across accounts. Apply here: [link].

Customer Success 19

Customer Success Stakeholders Facilitation Account Development 19

SmartKarrot

MARCH 30, 2023

To design account strategies and build account plans, define growth objectives and the requirements to fulfil them, and support staff headcount requirements, collaborate with sales representatives, customer success representatives, and account development representatives. Good at learning new systems.

Customer Success 15

Customer Success Advertising eCommerce Stakeholders 15

SmartKarrot

SEPTEMBER 19, 2022

Identify early expansion indicators and relay opportunities to the partners in Account Development. Proactively communicate in a timely manner with external customers regarding; order verification, order status, pricing and shipment status. Assist in the collection of customer feedback on social media platforms.

Customer Success 19

Customer Success Account Planning Retail Account Development 19

SmartKarrot

AUGUST 4, 2022

Maintain the Darktrace CRM platform with current account intelligence derived from customer communications. Development of territory and account development, training and educational plans. Introduce Research & Advisory services and capabilities to new clients as well as communicate value to decision-makers.

Customer Success 19

Customer Success Stakeholders Innovation Facilitation 19

Arpedio

MAY 10, 2023

These customers, often referred to as “key accounts”, are responsible for a significant portion of your revenue and are critical to the long-term success of your business. To put it simple: Key account management is a strategic approach to managing and nurturing relationships with your key accounts.

Key Account Management 52

Key Account Management Account Management Management Profitability 52

SmartKarrot

DECEMBER 2, 2022

Development of territory and account development, training, and educational plans. Effective and clear communication is at the top of your priorities at all times. Onboard and train new customers on the solution. Support clients and resolve their issues. Internal and external key stakeholder management.

Customer Success 19

Customer Success Onboarding Account Planning Account Development 19

SmartKarrot

APRIL 4, 2022

As a Customer Success Manager, you will be involved in all aspects of account management, training, support, driving value, and being a trusted client partner by serving as the primary contact for the onboarding of new customers, the training of platform end users, as well as post-go-live support.

Customer Success 19

Customer Success Shareholders Onboarding Account Management 19

SmartKarrot

JANUARY 10, 2023

Grow annual year-over-year contracted revenue, and fully realized margin by developing relationships with key decision-makers and operational stakeholders in strategic accounts. Develop a deep understanding of strategic accounts and create operational alignment by running quarterly business reviews. Apply here: [link].

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

SmartKarrot

JANUARY 3, 2023

Development of territory and account development, training, and educational plans. Location: Dubai, United Arab Emirates (Hybrid) Organization: HUVIAiR Technologies As a Customer Success Manager, you will manage the accounts of multiple clients. Retain and grow client base through identifying cross/upsell opportunities.

Customer Success 19

Customer Success Onboarding Suppliers Stakeholders 19

SmartKarrot

DECEMBER 13, 2022

Role: Customer Success Associate Location: Chicago, IL, United States (On-site) Organization: Wolters Kluwer As a Customer Success Associate, you will deliver prompt and professional service to the customers (Small Businesses, Law Firms, or Corporations) through verbal and written communications.

Customer Success 19

Customer Success Onboarding Government Leadership 19

Arpedio

JUNE 9, 2022

Another important thing to bear in mind: key account management is one of the few strategies every company could (and perhaps should) take in order to become truly proactive. You need to be extremely sharp with your messaging, your marketing communication, and with what the sales people are going to say to clients. Share on linkedin.

Key Account Management 52

Key Account Management Account Management Sales B2B 52

SmartKarrot

NOVEMBER 2, 2022

Apply here: [link] Role: Director of Customer Success Location: Remote, United States Organization: Cleverbridge As a Director of Customer Success, you will prepare account plans by collaborating closely with clients to identify current and future success goals; communicate plans to cross-functional team members and work to plans.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

Arpedio

DECEMBER 19, 2023

Develop Targeted Account Lists : Based on your ICP and market research, develop a list of target accounts that are most likely to benefit from your product or service. Implement a Multi-channel Outreach Approach : Engage with your target accounts through multiple channels.

Decision-making 52

Decision-making Account Planning CRM Marketing 52

SmartKarrot

FEBRUARY 10, 2022

Partner with the sales team to maximize their win rate and help to identify areas for account growth within existing accounts. Develop best practices for new customer onboarding and customer growth to ensure ongoing customer success. Communicate client needs to internal departments for any product improvements.

Customer Success 19

Customer Success Onboarding Account Growth Account Development 19

SBI

JULY 1, 2020

With Contacts+ you can get contact suggestion to help you build your relationship maps, get intelligence to quantify your relationship strength and see the level of email communication you have with your contacts. This is a dramatic shift from backward-looking, record keeping activities to revenue-driving strategic thinking.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

SmartKarrot

MARCH 10, 2021

This includes assigning accounts, developing staff, and holding them accountable to their responsibilities. Develop and execute success plans to ensure customer growth and product adoption. Prepare, facilitate, and send regular communications to the customer and invested Infor teams. Apply here: [link].

Customer Success 10

Customer Success Facilitation Account Development Onboarding 10

SmartKarrot

MARCH 22, 2021

Interface with clients through all forms of communication channels. Work closely with the Customer Success Solutions team to communicate and document customer configuration requests. Be able to identify potential growth opportunities – whether that be up-sells or account development opportunities.

Customer Success 10

Customer Success Stakeholders Retail Leadership 10

SmartKarrot

MARCH 3, 2021

Develop an ongoing customer lifecycle management profile, tracking methodology and enhancement plan to identify, grow and retain the best customers. Manage the communication and internal coordination of the support infrastructure for assigned accounts across a variety of departments who may have many projects competing for their attention.

Customer Success 10

Customer Success Finance Facilitation Account Development 10

SmartKarrot

FEBRUARY 8, 2021

Stellar communicator: excellent written, verbal, and visual communication and presentation skills. Apply here: [link] Role: Customer Success Manager Location: Remote, Austin, Texas Metropolitan Area Organization: ScienceLogic As a Customer Success Manager, you will manage the customer lifecycle for an assigned number of accounts.

Customer Success 10

Customer Success Stakeholders Onboarding Publishing 10

Account Management Skills

APRIL 26, 2023

This episode is for you if you’re interested in understanding how a project management team and an account management team work together in an internal communications agency. Transcript: Jenny Plant 00:00 So today I’m delighted to be chatting to the lovely Sara and Lindsay from internal communications agency Brilliant Ink.

Account Management 40

Account Management Decision-making Stakeholders Management 40

SmartKarrot

JUNE 28, 2021

Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Manage a successful communications strategy that nurtures OFS advocacy and keeps the customers happy for the long haul. Introduce new initiatives that add value to OFS and its customers.

Customer Success 10

Customer Success Stakeholders Leadership Facilitation 10

Account Management Skills

AUGUST 17, 2021

And those people also do get involved in our client account management as well and our account development, but certainly our account managers are looking at all of their clients from a strategic perspective in terms of really understanding their pain points, and diagnosing, you know, what does that mean for you as the individual in your business?

Account Management 40

Account Management Communication Management Advertising 40

SmartKarrot

NOVEMBER 18, 2020

Apply here: [link] Role: Customer Success Manager Location: Melbourne, Victoria, Australia Organization: Pin Payments As a Customer Success Manager, you will be responsible for creating and delivering merchant-specific account development plans.

Customer Success 10

Customer Success Onboarding Finance Leadership 10

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. So that is a way of communicating so that everybody can see the conversation. Jenny Plant 41:49 Right.

Digitalization 52

Digitalization Account Management Decision-making Management 52

SmartKarrot

NOVEMBER 11, 2022

You will craft joint customer success plans that include agreed-upon scope, shared metrics, user engagement, the sophistication of usage, adoption plans, timelines, and communication, and eliminates barriers to customer advocacy and expansion. Apply here: [link].

Customer Success 3

Customer Success Government Account Development Stakeholders 3