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Account Planning Tools

ProlifIQ

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? One key account planning tool is multi-threading.

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Account Management vs Customer Success Explained

Arpedio

Key Responsibilities of Account Managers Account managers are entrusted with a variety of responsibilities that collectively aim to fortify the client-agency relationship. Advocacy efforts also play a crucial role, as they transform satisfied users into ambassadors for the service, thus helping to foster organic growth and retention.

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Mar 07 – Customer Success Jobs

SmartKarrot

Role: Director, Customer Success Location: Remote, New York, NY, US Organization: Urbint As a Director of Customer Success, you will own the ultimate success of Urbint’s customer base; this includes seamless customer onboarding, project success, retention, and renewal. Account growth: identify areas for growth within existing accounts.

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Feb 01 – Customer Success Jobs

SmartKarrot

Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities. Own metrics related to the successful onboarding, retention, and growth of Teampay customers. Being the main point of contact between the company and your portfolio of named accounts.

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Nov 17 – Customer Success Jobs 

SmartKarrot

Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. Closely collaborate with cross-functional teams (sales, marketing, product) to plan and deliver customer delight & account growth. Measure, track, analyze and report key account metrics.

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Sep 03 – Customer Success Jobs

SmartKarrot

Execute the onboarding and implementation of customer data, while ensuring milestones and timelines are achieved. Proactively address gaps in product adoption and work with customers in order to achieve account health. Work with customers to discover and understand their needs to help them develop a tailored Restocq onboarding process.

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Dec 17 – Customer Success Jobs

SmartKarrot

Oversee the creation and direction of training materials that can be used to supplement customer onboarding and ongoing customer support. Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential.