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

Arpedio

JANUARY 5, 2024

Their duties extend from strategic account planning , which involves crafting tailored solutions that resonate with the client’s specific challenges and ambitions, to actively seeking opportunities for account growth through cross-selling or upselling. These communication styles shape divergent reporting structures.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

SmartKarrot

OCTOBER 12, 2022

Align both internal and external resources to ensure clients meet & exceed project expectations. Regularly review overall program status with clients, usually in the form of client calls, web presentations or onsite meetings (as necessary). Identify cross organizational opportunities for account growth (expansion and new accounts).

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

SmartKarrot

MARCH 7, 2022

Develop and implement tailored and proactive customer programs that provide continued value to the customer and drive long-term account growth. Be the voice of the customer and provide inputs and feedback into other parts of the organization including; Product, Sales, Engineering, Machine Learning, and others.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

FEBRUARY 4, 2022

Maintain high levels of client engagement (including on-site meetings) with a focus on client satisfaction and loyalty. Partner with Sales VPs in the development and maintenance of client and agency relationships. 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. Provide reporting on account progress and forecasts.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 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

APRIL 1, 2022

Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth. Maintain a revenue base by managing account retention and renewal. Collaborating effectively with sales, product, data science and peers to maximize the customer experience.

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

SmartKarrot

DECEMBER 17, 2021

Provide feedback and input to the product teams to help guide the development to meet current customer needs. Work with the management team to better the sales: customer success transition, and general workflows. Identify opportunities for account growth within your managed accounts. Apply here: [link].

Customer Success 19

Customer Success Onboarding Account Growth Account Planning 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. Advocating security best practices for the customers to drive product adoption and business growth.

Customer Success 19

Customer Success Government Account Growth Facilitation 19

SmartKarrot

OCTOBER 5, 2023

To reiterate, Playbooks provide the means to operationalize account management and delivery processes tailored to specific situations in the post-sale customer journey. It provides your team with the guidance and ‘how-to’ on nurturing the relationships and managing the multiple moving parts in an account.

Account Management 10

Account Management Management Value Proposition Stakeholders 10

SmartKarrot

NOVEMBER 17, 2021

Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom Organization: Genius Sports As a Customer Success Manager, you will own the relationship and ultimate success of a portfolio of customers, including platform adoption, account growth, and retention. Apply here: [link].

Customer Success 19

Customer Success Account Growth Stakeholders Onboarding 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. Assist the sales team to map client journeys and reports.

Customer Success 19

Customer Success Account Management Account Growth Facilitation 19

SmartKarrot

OCTOBER 1, 2021

Develop a trusted advisor relationship with key customer stakeholders and executive sponsors to fully understand the publishers’ business strategies and measurements for success. Be responsible for key customer success metrics including NPS, account growth, forecasting, and revenue retention.

Customer Success 19

Customer Success Account Management Onboarding Account Growth 19

SmartKarrot

SEPTEMBER 3, 2021

Proactively address gaps in product adoption and work with customers in order to achieve account health. Be a liaison between external and internal stakeholders. Identify opportunities for account growth and provide technical expertise and support to Revenue to help close expansion opportunities.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

SmartKarrot

FEBRUARY 1, 2022

Become the customer advocate in Hibob, collaborating with the Product, Development, Marketing and Sales teams. Meet net retention and CSAT/NPS KPIs through data-driven analysis, planning and execution. Establish and maintain relationships with key stakeholders, strategic account planning and promote internal advocacy.

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

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. Schedule and conduct new client introductory meetings.

Customer Success 10

Customer Success Value Proposition Stakeholders Account Growth 10

Account Management Skills

NOVEMBER 21, 2022

I worked in a really busy sales and marketing team. I was responsible for putting together big tender documents for this quite complex SAS product and worked really closely with some of the most brilliant kind of sales professionals. And I needed more growth. And we would just be meeting in a coffee shop. Beth 07:19.

Digitalization 104

Digitalization Account Management Marketing Leadership 104

SmartKarrot

NOVEMBER 25, 2020

Work with Product, Outcomes (Services), Support, and Sales to institutionalize voice of the customer and other closed-loop customer feedback programs. Develops and drives strategic plans to meet performance expectations and identifies expansion opportunities to drive growth within key accounts. Apply here: [link].

Customer Success 10

Customer Success Stakeholders Onboarding Account Growth 10

SmartKarrot

FEBRUARY 4, 2021

Develop and implement tailored and proactive customer programs that provide continued value to the customer and drive long-term account growth. Identify and drive growth opportunities by facilitating business conversations, delivering product demonstrations, and navigating objections in securing the business.

Customer Success 10

Customer Success Logistics Customer Life Cycle Onboarding 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. Provide business, technical, and product knowledge in support of post-sales activities in order to ensure customer satisfaction.

Customer Success 10

Customer Success Onboarding Account Growth Customer Experience 10

Account Management Skills

MARCH 20, 2023

I have worked in many different kinds of assets of account management, I mean the full spectrum, I have done roles, which have been very hybrid and touched a little bit on project delivery and account management. The AM role for me, I rely on the account manager to have an eye on the future. I can spot opportunities.

Digitalization 52

Digitalization Account Management Decision-making Management 52

SmartKarrot

DECEMBER 22, 2020

Delivery regular business reviews to client stakeholders. Develop and manage relationships with prospects and existing customers through a combination of daily, out-bound calling and as needed in-person or virtual meetings. Identify opportunities for account growth within your managed accounts.

Customer Success 10

Customer Success Onboarding Stakeholders Profitability 10

SmartKarrot

APRIL 16, 2021

Identify and articulate customer business objectives in order to meet and exceed them. Build on leads generated by sales and business development to determine the timing for account rollout plans, business requirements, and operational specifications. Own and forecast numbers/run QBR’s / MBR’s with clients and stakeholders.

Customer Success 10

Customer Success e-Learning Customer Experience Onboarding 10

SmartKarrot

MAY 12, 2020

Conduct Regular meetings with stakeholders reviewing goals, challenges, workflows, best practices, and implementation. CSMs translate program strategies developed by the client and the sales team into manageable projects. This position will be based in Noida and will focus on accounts globally.

Customer Success 10

Customer Success Account Growth Facilitation Stakeholders 10

SmartKarrot

DECEMBER 21, 2021

Guide the development, execution, and maintenance of tailored Account Growth Plan and Playbook. Provide guidance to a team of account managers and ensure we meet deadlines and deliver to expectations. Stakeholder identification and management requirements.

Customer Success 3

Customer Success Retail Stakeholders Account Management 3

Account Management Skills

AUGUST 24, 2021

A reminder also that my next Account Accelerator programme starts on 23rd of September. This is a transformational programme for agency account managers and account directors to take your agency from unpredictable project revenue to more predictable account growth. And are we helping them to meet them?

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

JANUARY 6, 2022

As a Director of Customer Success, you will manage a team of coordinators to ensure they are ensuring top-notch customer service while meeting company-specific targets for revenue recognition and renewals. Meet quarterly goals to support corporate initiatives. Assist customers and sales with the renewal process.

Customer Success 3

Customer Success Finance Account Growth Facilitation 3

Janek Performance Group: Account Planning

JULY 13, 2021

One of the buzzphrases swirling around the sales stratosphere over the last few years is Strategic Account Management, or SAM. Also called key account management, SAM is a methodology that involves identifying important accounts and cultivating mutually beneficial relationships with those clients. But they aren’t.

Account Management 52

Account Management Management Account Planning Interpersonal Skills 52

SmartKarrot

MARCH 8, 2022

Her diverse yet unique skills include customer life cycle optimization from pre-sales. Through Kate’s years of industry experience, she has acquired skills pertaining to change management , stakeholder management, organizational design, management consulting, and more. Anika Zubair. Kellie Capote. Keri Keeling.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

SmartKarrot

OCTOBER 12, 2022

It may appear that this only applies to B2C companies that conduct direct sales to customers. Creating a customer account journey can tell the tale of your customer’s interactions with your brand across all touchpoints. A close look at the B2B customer account journey in a multi-stakeholder organization.

B2B 10

B2B Onboarding Customer Success B2C 10

Account Management Skills

MARCH 23, 2021

And that’s the point, , you cannot, it takes a lot of mental availability for a planner to immerse himself into a business and have that time to immerse themselves to research, to have those stakeholder conversations, to think, to come up with solutions. Imagine trying to do that over three or four accounts.

Account Management 52

Account Management Banking Advertising Profitability 52

SmartKarrot

OCTOBER 13, 2022

Whether the bookings came from new clients or extensions into existing customers, sales teams are recognized and rewarded for their role in closing deals. Sales brain, I suppose. Who owns an organization’s expansion revenue/expansion transformation – customer success teams or account management teams? Not really.

Account Management 10

Account Management Customer Success Management Negotiation 10