ClearPoint Strategy

JUNE 22, 2021

Below is a summary of each presentation and the Q&A. Click here to access the PowerPoint presentation. . A tool to establish accountability, develop timelines, and achieve success. Strategies around both include: Quarterly check-in meetings with all departments. City of Edmond, OK. Communication tool.

Government 40

Government Communication Software Software 40

SBI

JULY 1, 2020

This time presents an opportunity, if not a necessity, to dive into your clients’ problems and actively demonstrate business value as a strategic partner. Effective account planning ultimately results in revenue growth ideas that, when captured and developed, result in your highest potential funnel opportunities.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

SmartKarrot

APRIL 4, 2022

As a Customer Success Manager, you will be managing multiple customer accounts, developing strong working relationships, and enabling business to become a trusted advisor. Understand the account structure and its partner eco-system to formulate a way of working & onboarding plan and execute the same.

Customer Success 19

Customer Success Shareholders Onboarding Account Management 19

Mercuri International

MAY 23, 2023

Develop & deliver value SAMs build an impactful value proposition that resonates with the customer’s needs and deliver it as an engaging message. AI tools to augment the SAM: Collect value propositions from virtual sales meetings across the organization.

Artificial Intelligence 52

Artificial Intelligence Value Proposition Account Management Co-Creation 52

SmartKarrot

FEBRUARY 8, 2021

Conduct business reviews and goal-setting meetings. Stellar communicator: excellent written, verbal, and visual communication and presentation skills. Identify and achieve targets on renewal rates, customer satisfaction, expansions, upsells, and new opportunities in assigned accounts. Be a true proponent of customer advocacy.

Customer Success 10

Customer Success Stakeholders Onboarding Publishing 10

SmartKarrot

JUNE 28, 2021

Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Conduct product training sessions and present findings of customer usage data to key external stakeholders. Be the voice of the customer in product development.

Customer Success 10

Customer Success Stakeholders Leadership Facilitation 10

SmartKarrot

MARCH 22, 2021

Be able to identify potential growth opportunities – whether that be up-sells or account development opportunities. Work with the product, production, and development teams to ensure smooth delivery of client work. Innovating and developing new ideas to impress and excite clients with progressive, lateral thinking.

Customer Success 10

Customer Success Stakeholders Retail Leadership 10

SmartKarrot

JUNE 27, 2022

Develop relationships and coordinate business reviews with senior leaders at our largest and most critical accounts. Develop a high level of proficiency in understanding our customer’s business needs and the product use cases and approaches that derive maximum value. Sales process management and opportunity closure.

Customer Success 3

Customer Success Account Development Stakeholders Account Management 3

Account Management Skills

AUGUST 17, 2021

And it just so happened that a former director of Stratton Craig was presenting on copywriting. And so I personally, I’m always looking out for and considering how do we need to adapt to meet the needs of our clients who are also evolving and adapting, and those needs are always changing. That’s what I want to do.

Account Management 40

Account Management Communication Management Advertising 40

SmartKarrot

MARCH 8, 2022

In celebration of International Women’s Day, we are honored to present our Top 50 Women Leaders in Customer Success to Follow list for 2022, celebrating 50 influential women leaders and their inspiring stories of strength and success. Presently, she is serving as the Vice President of Customer Success at ClientSuccess. Rachel Provan.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

Hubspot Sales

DECEMBER 6, 2023

Technical expertise can play a significant role in the sales and account development process, helping remove barriers throughout the buying journey. Highlight your startup’s adaptability in job descriptions to meet modern expectations of work–life integration. Craft scenarios that mirror real-life job challenges.

Sales 73

Sales Onboarding Innovation Construction 73