SmartKarrot

OCTOBER 12, 2022

Develop strategic relationships with key stakeholders to understand their goals and success roadmap. Identify cross organizational opportunities for account growth (expansion and new accounts). Lead and facilitate client meetings. Ensuring best practices across clients in line with agreed processes.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

SmartKarrot

FEBRUARY 17, 2022

Engage directly with Sales and Product teams to ensure clients are satisfied and that adoption metrics are being met. Manage the end-to-end software implementations with clients, post-sales. Work alongside Sales and Product to facilitate discovery calls with strategic partners and clients. Apply here: [link].

Customer Success 19

Customer Success Stakeholders Account Growth Client Relationships 19

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

SmartKarrot

MARCH 8, 2022

With over 30 years in the industry, Annette is a professional coach, consultant, customer journey mapping facilitator, thought leader, and influencer. Through Kate’s years of industry experience, she has acquired skills pertaining to change management , stakeholder management, organizational design, management consulting, and more.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21