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Account Planning Tools

ProlifIQ

Strategic account planning (top 5-10% of your accounts) will have clear visuals and reporting on where the best opportunities are for account growth. Retention Finally, retention strategy is an important account planning tool that helps sales teams keep their existing customers engaged and satisfied.

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Apr 07 – Customer Success Jobs

SmartKarrot

This covers CRM track-and-react reporting. Make contact with new customers to offer a satisfying onboarding experience and determine their potential accounts. Do buyer research to find important account growth prospects. Create and implement account strategies to increase sales and satisfy customers.

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Apr 07 – Customer Success Jobs

SmartKarrot

This covers CRM track-and-react reporting. Make contact with new customers to offer a satisfying onboarding experience and determine their potential accounts. Do buyer research to find important account growth prospects. Create and implement account strategies to increase sales and satisfy customers.

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Jun 15 – Customer Success Jobs

SmartKarrot

Apply here: [link] Role: Customer Success Executive Location: London, England, United Kingdom Organization: Shard Financial Media As a Customer Success Executive, you will be onboarding new members, ensuring they understand the benefits and engage quickly after purchase. This could be through video, phone call, or email.

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Nov 25 – Customer Success Jobs

SmartKarrot

Manage large enterprise accounts including account growth and driving product utilization. Drive effectiveness and efficient use of HubSpot CRM that holds customer at the center of the experience. You must be intellectually curious, pragmatic enough to flourish in a startup, and comfortable with uncertainty.

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May 25 – Customer Success Jobs

SmartKarrot

Measuring the success of the client experience efforts by building and deploying reporting that includes CRM analytics along with client surveys (NPS and CSAT). Foster account growth/expansion via new products and markets. Perform EtherVision portal demos, onboarding & training.

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Jul 18 – Customer Success Jobs

SmartKarrot

Role: Director, Customer Success Location: Remote, Maryland, United States Organization: Riverbed Technology As a Director of Customer Success, you will manage to customer success metrics including ARR retention and growth and customer satisfaction (NPS). Ensure a successful and robust onboarding experience for all new customers.