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

ProlifIQ

APRIL 21, 2023

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

Arpedio

JUNE 1, 2023

Key Takeaways From SAMA 2023 Annual Conference ← Back to blog Once again, The Strategic Account Management Association (SAMA) brought together sales and strategic account management professionals from around the globe for their annual conference.

Co-Creation 52

Co-Creation Account Management Account Planning B2B 52

Openview

SEPTEMBER 17, 2018

A CEB Gartner study completely contradicts what has been conventional wisdom in SaaS, that strong customer service is a critical part of a sales team’s ability to not just retain clients but grow and accelerate account revenue. increase in the size of their sales teams’ portfolio.

Sales 76

Sales Profitability Account Management Prioritization 76

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

Janek Performance Group: Account Planning

OCTOBER 25, 2023

However, according to Altify: Companies receive 60 percent of their sales revenue from existing customers. This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. It’s putting their needs ahead of the sale to form long-term relationships.

Account Planning 52

Account Planning Decision-making Communication B2B 52

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

DemandFarm

MAY 12, 2023

Originally published in Forbes Business Development Council Traditionally, one of the core concepts of sales and marketing is the sales funnel through which companies are supposed to move prospects from awareness through consideration to engagement, and finally to purchase. Is the B2B Sales Funnel relevant anymore?

B2B 52

B2B Key Account Management Account Management Manufacturing 52

SmartKarrot

SEPTEMBER 7, 2022

Partner with Sales, Account Management, and Implementation teams to ensure effective success plans are in place for existing and incoming customers. Mentor, train, and oversee a team of Customer Success Managers, ensuring they are creating raging fans by leading customers on their Value Realization journey.

Customer Success 19

Customer Success Stakeholders Client Onboarding Onboarding 19

SmartKarrot

MARCH 7, 2022

As a player-coach, you both will manage the enterprise customers as well as lead, motivate and enable a team of high-performing Customer Success Managers as we grow and scale the team. Develop and implement tailored and proactive customer programs that provide continued value to the customer and drive long-term account growth.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

JULY 4, 2022

Develop and implement tailored and proactive customer programs that provide continued value to the customer and drive long-term account growth. Work closely with sales to align on strategies, renewal forecasting, coverage plans, and account opportunities (i.e., opportunities and risks). Apply here: [link].

Customer Success 19

Customer Success Stakeholders Onboarding Manufacturing 19

Account Manager Tips

OCTOBER 11, 2021

15 Reasons Why You Might be a Bad Account Manager Bad key account managers fail to build business relationships and achieve results. Here are fifteen signs you might be a bad key account manager and how to turn yourself into a good one. Account plans are help you define your key account strategy.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Account Manager Tips

NOVEMBER 9, 2020

Is there anything worse a key account manager has to do than tell clients about a price increase? Alignment There are many customer facing touch points in an organisation and all must be aware of the price increase, how it's being managed, and the approved customer facing message. Let me speak to your manager. Now what?

Negotiation 130

Negotiation Account Management Key Account Management Communication 130

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

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. Build and nurture relationships with key stakeholders to ensure alignment.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

SmartKarrot

OCTOBER 12, 2022

Provide primary point of contact support for bank channel relationship managers. Develop strategic relationships with key stakeholders to understand their goals and success roadmap. Identify cross organizational opportunities for account growth (expansion and new accounts). Apply here: [link].

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

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

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

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

SmartKarrot

NOVEMBER 9, 2021

Manage the most strategic accounts, overseeing their more complex operations, building brand and service value, and developing relationships with key technology and business stakeholders. Drive strategic use of SMI’s data across the client organization and identify areas for account growth.

Customer Success 19

Customer Success Account Planning Stakeholders Media 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

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

DECEMBER 17, 2021

Manage a small team of Customer Success Managers, enabling them to grow and achieve their targets. Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential. Work with the management team to better the sales: customer success transition, and general workflows.

Customer Success 19

Customer Success Onboarding Account Growth Account Planning 19

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

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

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

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

FEBRUARY 1, 2022

Apply here: [link] Role: Customer Success Manager Location: Remote, United States Organization: Ease As a Customer Success Manager, you will drive retention and growth among our customers by understanding their business needs and helping them succeed. Increasing renewal rates and reducing churn in the customer portfolio.

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

SmartKarrot

JUNE 15, 2021

Implement strategies to creates, influence, and improve Customer Experience Management via CXM platforms and industry best practices. Proactively manage and develop team members through frequent coaching, performance reviews and training. Strategically prepare messaging appropriate to the various stakeholders.

Customer Success 10

Customer Success CXM Stakeholders Performance Review 10

SmartKarrot

JANUARY 28, 2021

Apply here: [link] Role: Customer Success Manager, Enterprise Location: Scottsdale, AZ, US Organization: Reputation.com As an Enterprise Customer Success Manager, you will maintain frequent engagement with Director/VP/C-Level customer sponsors and stakeholders to integrate Reputation into their daily workflow.

Customer Success 10

Customer Success Stakeholders Onboarding Account Growth 10

SmartKarrot

NOVEMBER 24, 2020

Role: Senior Manager, Enterprise Customer Success Location: Dallas, TX, US Organization: Amplitude As Senior Manager, Enterprise Customer Success you will directly manage a team of CSMs and be accountable for the adoption and retention of a strategic customer segment. Triage, manage, and retain at-risk accounts.

Customer Success 10

Customer Success Value Proposition Stakeholders Account Growth 10

SmartKarrot

NOVEMBER 25, 2020

Director of Customer Success, you will be responsible for developing the Customer Success Management team and associated practices to exceed revenue objectives from the customer base. Work with Product, Outcomes (Services), Support, and Sales to institutionalize voice of the customer and other closed-loop customer feedback programs.

Customer Success 10

Customer Success Stakeholders Onboarding Account Growth 10

SmartKarrot

OCTOBER 19, 2020

Design seamless customer handoff experiences from Sales and Channel to CS and Support. Manage and mentor the professional services team to ensure successful and profitable project delivery. Also, assist the sales team in providing demo’s to prospects and current customers that would find value in our product offerings.

Customer Success 10

Customer Success Customer Life Cycle Stakeholders Account Growth 10

SmartKarrot

JULY 7, 2021

Role: Director, Customer Success Location: Remote, New York, United States Organization: SecurityScorecard As a Director of Customer Success, you will manage the gross and net retention of a book of business; including forecasting, strategy development and efficient execution. Hire, train, coach and lead a team of customer success managers.

Customer Success 10

Customer Success Account Growth Stakeholders Management 10

SmartKarrot

JULY 12, 2021

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. Continually identify ways to mitigate any risk that threatens customer growth, satisfaction, or renewal Qualifications.

Customer Success 10

Customer Success Onboarding Account Growth Customer Experience 10