Account Development Document Meetings Stakeholders 
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.
SmartKarrot
JANUARY 10, 2023
Developing Customer Success assets, working collaboratively with Marketing, CX, and Sales teams to establish and refine customer materials and solutions. Refining and adding to the initial strategy laid out in sales for key accounts through collaboration with all key internal and external stakeholders. Apply here: [link].
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SBI
JULY 1, 2020
Account managers are able to make intentional connections by using relationship mapping tools that map key stakeholders and their influence on the buying decisions at their organization. While this is the most critical phase of the account planning process, it is also the most overlooked and under-measured.
SmartKarrot
MARCH 17, 2023
Working effectively with key stakeholders across the organisation will require alignment with Sales on cross-selling and up-selling as well as a focus on selling with a retention focus; alignment with Product and Business Development on guiding Product Roadmap; and alignment with Marketing on guiding Marketing activities to Current Subscribers.
SmartKarrot
SEPTEMBER 19, 2022
Build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions. Manage a portfolio of accounts with a focus on renewals and upsells conversations.
SmartKarrot
JUNE 28, 2021
Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Capture and document the developer journey, working cross-functionally to launch product demos, community tutorials and content marketing. Grow and develop the Customer Success team.
SmartKarrot
MARCH 22, 2021
Work closely with the Customer Success Solutions team to communicate and document customer configuration requests. Advise leadership group and other internal stakeholders on strategies to identify opportunities to further add value to existing ReTech customers. Driving internal stakeholders to meet customer needs.
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