ProlifIQ

JUNE 21, 2023

Strategic Account Management in B2B Welcome to our comprehensive guide on strategic account management. Whether you’re an experienced strategic account manager or aspiring to become one, we share the knowledge and skills needed to excel in this critical role.

Account Management 52

Account Management Management Account Planning Stakeholders 52

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. These powerful tools offer a centralized platform that simplifies a wide range of tasks.

Account Management 52

Account Management Software Software Management 52

DemandFarm

APRIL 13, 2023

KAM Glossary (with 65 Definitions) To help strategic account managers / key account managers /sales professionals enhance their understanding of Key Account Management (KAM) , this glossary provides clear and concise definitions and explanations of essential terms, definitions, and concepts related to key account management.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

Upland

DECEMBER 6, 2021

Multitasking, jumping from meeting to meeting, and racing the clock, are all too familiar for salespeople. This is especially true for sellers with a wide portfolio of complex enterprise customers and B2B opportunities to look after. This way, teams can collaborate more efficiently to refine account plans and win opportunities.

Account Planning 195

Account Planning Account Management Organization Customer Success 195

DemandFarm

MARCH 31, 2023

With the growing size of buying groups in the digital age, it is imperative to consider factors that play into the challenges and benefits of digital key account management. Challenges in Shifting to Digital Key Account Management Shifting to Digital Key Account Management also comes with its fair share of challenges.

Key Account Management 52

Key Account Management Account Management Digitalization Management 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

Arpedio

JUNE 20, 2023

Client Case study Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry Download full case study About The Case Study Due to pre-IPO considerations, the following case study has been anonymized to protect the identity of the company involved.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

KAM With Passion

NOVEMBER 11, 2020

To keep things relatively simple, let’s consider two types of context: Account Management and Key Account Management and let’s see how the execution of Business Reviews adapts to the depth of relationship between the supplier and each customer. Business Reviews in an Account Management context.

Key Account Management 130

Key Account Management Suppliers Account Management Account Planning 130

ProlifIQ

FEBRUARY 8, 2023

QBRs and Salespeople: The Key to True Customer Success and Growth There are certain truths to life that cannot be disputed. A quarterly business review is typically an event that takes place over the span of a few days to a week where sellers and a customer success manager come together to align on all of their key accounts.

Account Planning 52

Account Planning CRM Customer Success 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

Revegy

JULY 17, 2018

Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 4) Align Your Approach to Your Customer’s Goals with Strategy Maps.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

SmartKarrot

NOVEMBER 9, 2022

It takes both art and science to handle key accounts. Some aspects of account planning are constructing a sales strategy, developing a consistent technique for gathering background information on important clients, and establishing relationships based on proactive management and support. Let us discuss them –.

Account Planning 10

Account Planning Key Account Management Account Management Client Relationships 10

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SmartKarrot

NOVEMBER 30, 2022

Role: Customer Success Director Location: Edmonton, AB, Canada (Hybrid) Organization: Drivewyze As a Customer Success Director, you will lead, coach, and mentor a high-performing team accountable to manage the deployment of software for the customer fleet organizations. Apply here: [link].

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 19

SmartKarrot

MARCH 25, 2022

Role: Customer Success Director Location: New York, NY, US Organization: Pacvue As a Customer Success Director, you will work with brands to identify business priorities and goals. Be an expert on Pacvue Commerce in order to show brands how Pacvue Commerce can empower them to achieve success.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

MARCH 15, 2023

Role: Director, Customer Success Location: Houston, TX, United States (Remote) Organization: Innovapptive Inc As a Director of Customer Success, you’ll ensure great client happiness, adoption improvements, retention, and expansion, you should lead and manage the customer success team of strategic accounts.

Customer Success 19

Customer Success Key Account Management Account Planning Stakeholders 19

Arpedio

NOVEMBER 20, 2023

Salesforce central Every internal sales meeting now begins with Salesforce, making it the cornerstone for discussions, boosting efficiency, and ensuring a unified approach. Prev Previous Client Case Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry #1 Account-Based Selling Platform Powerful alone.

Innovation 52

Innovation CRM Account Planning Stakeholders 52

SmartKarrot

NOVEMBER 24, 2021

Role: Vice President, Customer Success Location: Alpharetta, GA, US (On-site) Organization: Global Payments Inc. As a Vice President of Customer Success, you will be responsible for building and sustaining the strategic relationship with our customers and the revenue.

Customer Success 19

Customer Success Account Management Leadership Account Growth 19

Upland

APRIL 26, 2022

Altify’s Spring ’22 release introduces Altify Account Plan: a long-awaited capability that’s included for all Account Manager customers. With Altify Account Plan, sellers can start building pipelines faster by working directly at the account level in Salesforce to understand people, problems, and potential.

Account Planning 39

Account Planning Account Management Management Customer Success 39

Revegy

AUGUST 12, 2020

If you’re responsible for growing your company’s revenue, either through a sales or an account management role, the panic of deal slippage or limited revenue opportunities may feel unavoidable. To keep your goals on track and to uncover new opportunities, focus on establishing a customer-centric strategy.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

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.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

APRIL 8, 2022

Role: VP Customer Success – BetterUp Care. As a VP of Customer Success, you will build and lead a world-class customer success organization for BetterUp Care. Collaborate with growth marketing and broader BetterUp leaders to unify all field-based account efforts and amplify outcomes.

Customer Success 19

Customer Success Government Innovation Leadership 19

KAMCast

NOVEMBER 26, 2020

So, with so many quotes by smart people to remind us of the importance of proper preparation and planning to avoid poor performance…WHY do most account plans simply NOT WORK? Perhaps the answer is simple and it is because most account plans are just too complicated! What’s on your ideal customer handover list? .

Account Planning 52

Account Planning Key Account Management Account Management Meetings 52

SmartKarrot

OCTOBER 6, 2022

The key responsibility of an account manager is to retain customers and work as an intermediary for the organization’s sales team. They are responsible for growing the company’s revenue by empowering its relations with an existing customer. Who is an Account Manager? Account planning.

Account Management 10

Account Management Management Negotiation Stakeholders 10

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption.

Customer Success 15

Customer Success Stakeholders Onboarding Client Relationships 15

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.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

SmartKarrot

NOVEMBER 18, 2021

Role: VP, Customer Success Location: Remote, Sunnyvale, CA, US Organization: Clari As a VP of Customer Success, you will lead all aspects of the Customer Success organization which includes driving strategic adoption, ensuring a remarkable customer experience, and optimizing ongoing engagement with Clari.

Customer Success 19

Customer Success Account Planning Customer Experience Stakeholders 19

KAMCast

DECEMBER 3, 2020

Picture the scene… You have just asked one of your top account managers to meet you and walk you through their account plan for your most important customer. You want to know what we know, what we don’t know, what we are planning to do and how we are going to achieve it. Where is the information?

Key Account Management 52

Key Account Management Account Management Account Planning Customer Experience 52

SBI

JULY 1, 2020

Success requires streamlined, silo-shattering processes that highlight the optimal path to revenue and enable the right high-value activities to efficiently, predictably and strategically drive growth. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right. Collaborate Beyond Sales.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

SmartKarrot

JUNE 11, 2021

Whether you are someone venturing into customer success, or looking to enhance your career in customer success, or looking to upgrade the knowledge and skills you already have- you can do that with a customer success certification. Best Customer Success Certifications 2021.

Customer Success 22

Customer Success Onboarding Customer Life Cycle Customer Experience 22

SmartKarrot

MAY 27, 2020

The account manager plays a pivotal role in any business. With this evolution, the role of a SaaS account manager has not been the same as that of an account executive. The account managers related to SaaS companies are now more into customizing the customer workflows rather than just the finance part.

Account Management 10

Account Management Management Account Planning Construction 10

SmartKarrot

JANUARY 29, 2021

Role: Vice President of Customer Success Location: San Francisco Bay Area, US Organization: Privacera As a Vice President of Customer Success, you will be responsible for leading, expanding, and mentoring the Customer Success teams through strategy and Objectives and Key Results along with hiring, coaching, and developing a world-class team.

Customer Success 10

Customer Success Digital Transformation Customer Experience Account Planning 10

SmartKarrot

FEBRUARY 24, 2021

Role: VP, Customer Success Location: New York, NY, US Organization: Spring Health As a VP of Customer Success, you will work alongside the CRO in formulating and executing on the high-level customer success strategy and plan required to ensure that the team exceeds its KPIs and the company exceeds its goals.

Customer Success 10

Customer Success Stakeholders Account Management Finance 10

SmartKarrot

APRIL 15, 2021

Role: Customer Success Director Location: Remote, Minneapolis, MN, US Organization: Provation Medical As a Customer Success Director, you will serve as the customer-owner in all aspects related to customer health. Conduct detailed customer workflow analysis and identify customer success metrics.

Customer Success 10

Customer Success Onboarding Key Account Management Facilitation 10

SmartKarrot

JUNE 16, 2021

Role: Customer Success Director Location: Waltham, MA, US Organization: Evolv Technology As a Customer Success Director, you will attract, hire, coach, and retain the highest quality customer success managers. customer-centric?support to meet and anticipate the business needs?.

Customer Success 10

Customer Success Facilitation Account Planning Customer Experience 10

SmartKarrot

JUNE 25, 2020

Role: Engagement Manager Location: San Francisco, CA, US Organization: Scale AI As an Engagement Manager, you will have to own the account plan, manage the day to day execution for customers and ensure an incredible customer experience. Build strong relationships with all the clients.

Customer Success 10

Customer Success Onboarding Innovation Account Planning 10

SmartKarrot

JULY 21, 2020

Role: Senior Customer Success Manager Location: Atlanta, US Organization: Alfresco CSM plays a key role in creating a centre of excellence around the client experience that ensures strong client relationships and retention. Drive Customer Success, retention, foster account growth and promote advocacy within your customer base.

Customer Success 10

Customer Success Client Relationships Onboarding Account Growth 10