PandaDoc

JULY 24, 2020

This 90-day period, often called “onboarding,” is perhaps the most critical time in the client-business life cycle. An excellent onboarding experience builds trust, addresses concerns, and sets expectations for both the client and your project team. Send a client onboarding questionnaire. Sign the Contract.

Client Onboarding 52

Client Onboarding Onboarding Emotional Intelligence Decision-making 52

SmartKarrot

DECEMBER 1, 2022

Attend regular internal meetings and provide project status updates and follow up on client requests. Attend client meetings as needed. Review functional scope documents (for enhancements with the system) with internal organization to ensure full details of new functionality have been captured. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 19

SmartKarrot

JANUARY 16, 2023

Role: Director – Customer Success Location: Morrisville, NC, United States Organization: Lenovo As a Director – Customer Success, you will manage and grow a global Customer Success organization. Responsible for the onboarding process for new accounts to ensure successful implementations. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Stakeholders 19

SmartKarrot

JANUARY 10, 2023

Role: Head of Customer Success Location: Remote, Boulder, CO, United States Organization: Perennial As a Head of Customer Success, you will develop, implement, and manage an integrated customer success and account management program that aligns with commercial and operations targets.

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

SmartKarrot

JULY 22, 2021

Collaborate closely with sales, operations & data teams to ensure clean onboarding of all new self-serve customers. Manage and foster relationships with publisher account teams. Client onboarding and take-up of the Onfido service working alongside Client and Onfido representatives.

Customer Success 10

Customer Success Onboarding Client Onboarding Publishing 10

Red Star Kim

MARCH 16, 2023

One way is to embed the right cross-selling and referrer management attitudes and behaviours into other programmes – for example, into campaigns, content management, networking and Key Account Management (KAM). Another cultural shift. Internal communication – Why, how and what (kimtasso.com).

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

SmartKarrot

OCTOBER 6, 2023

A merge of their thoughts in the playbook would help make the document well-versed for any different situations down the road. Defining the process Decisiveness from client partners can help win the trust and confidence of the client. Get your free Key Account Management Playbook template today!

Communication 10

Communication Insurance Onboarding Decision-making 10