ProlifIQ

APRIL 3, 2023

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? Do deals crumble when your champions leave?

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

MARCH 7, 2022

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.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

JANUARY 13, 2022

Role: VP, Customer Success | B2B SaaS Location: Remote, United States Organization: Displayr As a VP of Customer Success, you will maximize Displayr’s customer satisfaction by leading the post-sale relationship: onboarding, training, and adoption. Guide customers as a product expert and HR best practice advisor.

Customer Success 19

Customer Success Onboarding Value Proposition Account Growth 19

SmartKarrot

NOVEMBER 17, 2022

Role: Head of Customer Success Location: Remote, United States Organization: Voxie As a Head of Customer Success, you will mentor and inspire a team of high-performing Customer Success Managers. Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. Apply here: [link].

Customer Success 19

Customer Success Account Growth Customer Experience Account Planning 19

SmartKarrot

OCTOBER 5, 2023

Businesses today strive to get growth from existing accounts and, the role of Enterprise Account Management has come to the forefront in that regard. Designing and implementing the perfect playbook for managing large-scale clients is crucial to ensuring consistent customer experience and business growth.

Account Management 10

Account Management Management Value Proposition Stakeholders 10

SmartKarrot

FEBRUARY 10, 2022

Manage Customer Success activities and establish an overall vision and strategic plan. Partner with the sales team to maximize their win rate and help to identify areas for account growth within existing accounts. Define & Optimize the customer lifecycle.

Customer Success 19

Customer Success Onboarding Account Growth Account Development 19

SmartKarrot

SEPTEMBER 7, 2022

Execute on a customer business outcomes-driven strategy to ensure successful onboarding, adoption, retention, renewal, and expansion of your customer portfolio. Partner with Sales, Account Management, and Implementation teams to ensure effective success plans are in place for existing and incoming customers.

Customer Success 19

Customer Success Stakeholders Client Onboarding Onboarding 19

SmartKarrot

FEBRUARY 1, 2022

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.

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

Account Management Skills

NOVEMBER 21, 2022

If you’d like some training for you or a member of your client-facing team in how to manage your client relationships, so you’ll be seen more as a proficient proactive advisor, rather than a reactive audit taker, check out the details of my Account Accelerator programme. I worked in a really busy sales and marketing team.

Digitalization 104

Digitalization Account Management Marketing Leadership 104

SmartKarrot

SEPTEMBER 3, 2021

Role: Senior Customer Success Manager Location: Remote, Salt Lake City, UT, US Organization: Axon As a Senior Customer Success Manager, you will engage with your customers through regular calls, business reviews, and daily needs. Monitor and manage adoption metrics to ensure customers are utilizing the full Axon platform.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

SmartKarrot

OCTOBER 12, 2022

Provide primary point of contact support for bank channel relationship managers. 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. Lead and facilitate client meetings.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

SmartKarrot

JULY 4, 2022

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. opportunities and risks).

Customer Success 19

Customer Success Stakeholders Onboarding Manufacturing 19

SmartKarrot

APRIL 1, 2022

Role: Customer Success Director, WordPress VIP Location: Remote, United States Organization: Automattic As a Customer Success Director, you will be responsible for developing and supporting best-in-class account teams (Technical Account Managers, Engineers, and Support Engineers) by acting as a mentor, coach, and team player.

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

SmartKarrot

DECEMBER 17, 2021

Oversee the creation and direction of training materials that can be used to supplement customer onboarding and ongoing customer support. Manage a small team of Customer Success Managers, enabling them to grow and achieve their targets. Identify opportunities for account growth within your managed accounts.

Customer Success 19

Customer Success Onboarding Account Growth Account Planning 19

SmartKarrot

JUNE 17, 2022

Role: Director, Customer Success Location: Remote, United States Organization: Castlight Health As a Director of Customer Success, you will support the professional development of a team of Customer Success Managers. Leverage Gainsight to drive account management. Own renewals planning from scoping to contracting.

Customer Success 19

Customer Success Account Growth Stakeholders Onboarding 19

ProlifIQ

AUGUST 17, 2023

Introduction: In the dynamic landscape of B2B sales, adopting innovative strategies is essential for sustained growth and profitability. One such strategy gaining popularity among sales and customer success leaders is the “land and expand” approach. What is the Land and Expand Sales Strategy?

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52

SmartKarrot

OCTOBER 1, 2021

Role: VP, Customer Success Location: Atlanta, GA, US Organization: CMSPI As a VP of Customer Success, you will oversee the management, growth, and increased engagement of existing merchant accounts. Ongoing management and development of overall Customer Success team/function.

Customer Success 19

Customer Success Account Management Onboarding Account Growth 19

SmartKarrot

APRIL 7, 2023

Apply here: [link] Role: Associate Customer Success Manager Location: Newcastle upon Tyne, England, United Kingdom (Remote) Organization: Jobs for Humanity As a Associate Customer Success Manager, you’ll implement a strategic plan to grow the client base using the accounts being managed now.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

Apply here: [link] Role: Associate Customer Success Manager Location: Newcastle upon Tyne, England, United Kingdom (Remote) Organization: Jobs for Humanity As a Associate Customer Success Manager, you’ll implement a strategic plan to grow the client base using the accounts being managed now.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

MARCH 24, 2022

Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities. Dedicated duties include account monitoring, regular check-ins, and relationship building. Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth.

Customer Success 19

Customer Success Government Account Growth Facilitation 19

SmartKarrot

APRIL 5, 2022

As an Enterprise Customer Success Director, you will build and manage trusted relationships across a small portfolio of accounts to secure the partnership and commitment to strategic customers. Work collaboratively with FullStory’s account team and executives. Role: Customer Success Manager. Organization: FullStory.

Customer Success 19

Customer Success Account Growth Customer Experience Stakeholders 19

SmartKarrot

FEBRUARY 4, 2022

Partner with Sales VPs in the development and maintenance of client and agency relationships. Oversee and manage assigned Manager and Coordinator in all elements of campaigns. Collaborating with Enterprise Sales Executives to form and maintain account growth plans.

Customer Success 19

Customer Success Stakeholders Account Growth Onboarding 19

SmartKarrot

NOVEMBER 17, 2021

Role: Director of Customer Success Location: Santa Clara, CA, US (Hybrid) Organization: LeanData As a Director of Customer Success, you will lead, coach and mentor a team of Customer Success Managers across enterprise and large commercial accounts. Retain, develop, and hire a team of high-performance Customer Success Managers.

Customer Success 19

Customer Success Account Growth Stakeholders Onboarding 19

SmartKarrot

JANUARY 27, 2022

Role: Head of Customer Success Location: San Francisco, CA, US Organization: Fathom As a Head of Customer Success, you will manage and monitor the client-side of the implementation process, delivering best-in-class client service and meeting every milestone. Identify opportunities for account growth within your managed accounts.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

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.

Customer Success 19

Customer Success Account Management Account Growth Facilitation 19

Account Management Skills

MARCH 20, 2023

On this episode, we’re talking about the split between the agency Account Manager and the agency Project Manager role, with Kate Vines and Kio Aghoghogbe from Hallam. Kate is Project Delivery Manager and Kio is Senior Digital Account Manager. I’m currently a project manager at Hallam.

Digitalization 52

Digitalization Account Management Decision-making Management 52

SmartKarrot

NOVEMBER 24, 2021

Guide the development, execution, and maintenance of tailored Account Growth Plan and Playbook. Collaborate with sales leadership to design account handoff processes. Design and implement account tiers, ensuring each account is served efficiently and effectively based on size.

Customer Success 19

Customer Success Account Management Leadership Account Growth 19

SmartKarrot

APRIL 28, 2021

Lead communications with clients throughout deal execution and onboarding, and conduct portfolio and business quarterly reviews. Partner with Marketing, Customer Care, Sales, and Product Management to create a great customer experience in all stages of the lifecycle and drive positive NPS, retention, and account growth.

Customer Success 10

Customer Success Account Growth Onboarding Customer Experience 10

SmartKarrot

SEPTEMBER 23, 2022

Develop and implement repeatable processes for customer management. Track, manage, and improve customer health scores to improve customer retention. Set account growth goals and drive results. Manage new hires to build and maintain a successful and motivated team. Analyze data to learn more about consumer behavior.

Customer Success 15

Customer Success Stakeholders Account Growth Onboarding 15

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.

Customer Success 10

Customer Success Onboarding Account Growth Facilitation 10

SmartKarrot

JULY 12, 2021

As a Director of Customer Success, you will determine the strategic and tactical customer service direction of the Customer Success team to ensure the achievement of corporate goals related to account retention, revenue growth through customer renewals and customer satisfaction. Being recognized as a trusted adviser by key clients.

Customer Success 10

Customer Success Onboarding Account Growth Customer Experience 10

SmartKarrot

JULY 2, 2021

Effectively manage performance through your leadership team providing guidance, support and direction to ensure motivation and engagement of Client Success through utilization of talent management and rewards & recognition programs. Drive upgrade revenue through increased services adoption and/or increased usage.

Customer Success 10

Customer Success Onboarding Account Growth Client Development 10

SmartKarrot

MARCH 17, 2021

Role: Director of Customer Success Location: Chicago, IL, US Organization: 1WorldSync As a Director of Customer Success, you will manage and help build all post-sales activity for customers through strong relationship-building, product knowledge, planning and execution. Apply here: [link].

Customer Success 10

Customer Success Onboarding Account Growth Stakeholders 10

SmartKarrot

FEBRUARY 4, 2021

Role: Director of 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. Maintain product expertise across the Matterport solution.

Customer Success 10

Customer Success Logistics Customer Life Cycle Onboarding 10

SmartKarrot

JULY 14, 2021

Work cross-functionally with Sales, Marketing, Engineering, and Finance to deliver the best customer experience for the customers. Manage a portfolio of accounts toward optimal coverage targets including a personal portfolio. Advocate customer needs/issues cross-departmentally and lead/resolve account escalations.

Customer Success 10

Customer Success eCommerce Account Growth Stakeholders 10

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.

Customer Success 10

Customer Success Account Management Account Growth Finance 10