Account Growth Facilitation Onboarding Sales 
SmartKarrot
OCTOBER 3, 2023
Yet, despite its importance, Customer Success Management often lacks the structure and standardization found in other roles like sales and marketing. Playbooks can be created for any business scenarios, but for the sake of brevity, we will take the example of three critical ones: customer onboarding, issue resolution and, account growth.
SmartKarrot
OCTOBER 12, 2022
Consult with clients on product features, functionality and onboarding best practices. Hold regular onboarding/training/review sessions with customers to ensure the achievement of customer goals and outcomes. Identify cross organizational opportunities for account growth (expansion and new accounts).
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SmartKarrot
MARCH 24, 2022
Maintain a balanced proactive/reactive relationship with your assigned accounts. Expand Impact.com’s presence in the client organizations by developing relationships and facilitating strategic review sessions with senior-level people that have decision-making authority.
SmartKarrot
JANUARY 27, 2022
Provide feedback to the product, sales, marketing, and executive team to ensure the client voice is present. Partner with Hummingbird’s Sales team to identify revenue opportunities through upsells and contract renewals. Identify opportunities for account growth within your managed accounts.
SmartKarrot
OCTOBER 26, 2021
Role: Vice President, Customer Success Location: McLean, VA, US Organization: insightsoftware As a Vice President of Customer Success, you will own a Customer Experience strategy, to include presales, onboarding, services, support, and technical account management. Assist the sales team to map client journeys and reports.
SmartKarrot
MARCH 15, 2021
Role: Director of Customer Success Location: Lancaster, PA, US Organization: Benefix As a Director of Customer Success, you will build and manage all facets of the new customer onboarding and implementation schedule. Assist sales in contract terms and expectations. Manage customer expectations and relationships.
SmartKarrot
JULY 28, 2020
Role: Customer success manager Location: Boulder, Colorado, US Organization: Floify Being a CSM at Floify, You will be responsible for strategic account management besides building and maintaining relationships with key decision-makers. Manage the on-boarding, rollout, and account management from sales to renewals.
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