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.

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Account Management Management Account Planning Co-Creation 98

Red Star Kim

JUNE 16, 2022

The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. We tried out various tools (e.g. Get back out there after Covid.

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Management Key Account Management Digitalization Communication 130

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. As an enterprise operating in the SaaS (Software As A Service) environment, we understand the importance of having a strong account manager for the company’s overall growth.

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Account Management Management Negotiation Stakeholders 10

Arpedio

MARCH 5, 2024

In today’s fast-paced business environment, maintaining strong relationships with clients is paramount to success. This is where effective account management comes into play. Importance of Efficient Account Management Efficient account management is essential for several reasons.

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Account Management Management Client Relationships Facilitation 52

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. To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

Account Manager Tips

SEPTEMBER 29, 2020

Are you doing key account management the hard way? Effective key account management requires you to increase profits, develop relationships, increase satisfaction, grow revenue, improve retention and reduce conflict. Let's take a look at 7 of my favourite key account management tools. Conclusion.

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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

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. To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering.

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Customer Success Stakeholders Onboarding Client Relationships 15

SmartKarrot

NOVEMBER 10, 2021

Role: Customer Success Director Location: Remote, United States Organization: Innovaccer As a Customer Success Director, you will understand customer needs and be a client-counselor by working together with the customer to come up with solutions to key customer problems. Build a client relationship and act as a trusted advisor to the client.

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SmartKarrot

MARCH 25, 2022

Build, manage, and lead the Customer Success team for Pacvue Commerce. Collaborate with the Pacvue Training and Education team to build out the content for product onboarding and education. Own the client relationships and provide tactical support for strategic accounts.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

SEPTEMBER 21, 2021

Partner closely with Castlight executive leadership team to strengthen client relationships and formulate growth strategy. Take ownership of new accounts and manage their onboarding process. Manage and report the overall clients success to internal stakeholders. Apply here: [link].

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

OCTOBER 27, 2021

Attract, hire, and empower a world-class team that can manage large, complex customer installations, and provide advisory services on revenue operations and intelligence. Drive strong internal collaboration with the Account Management, Product, Services, and Support teams, as the quarterback of the customer experience and solution adoption.

Customer Success 19

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SmartKarrot

NOVEMBER 30, 2023

Pragya stressed the importance of maintaining communication with stakeholders, ensuring that both the decision-makers and end-users understand the product’s purpose and value. Identifying Key Risks Pragya’s approach to risk management begins with understanding why a client has chosen the product and what they expect from it.

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Management Stakeholders Value Proposition Onboarding 10

SmartKarrot

OCTOBER 29, 2021

Role: Director, Customer Success Location: Remote, United States Organization: Unite Us As a Director of Customer Success, you will build and maintain strong, long-lasting customer relationships with key stakeholders and executive sponsors by becoming a trusted expert in Unite Us.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

APRIL 12, 2022

Role: Director of Customer Success Location: New York, NY Hybrid Organization: Crealytics As a Director of Customer Success, you will develop strong connections with key client stakeholders to understand their needs and invest in their long-term success. Train the account managers to polish their client-related skills.

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Customer Success Account Management Retail Advertising 19

SmartKarrot

FEBRUARY 16, 2022

Develop a strong relationship with the executive leadership buyer of an account. Provide consistent feedback to stakeholders regarding teams’ progress, as well as receive feedback. As a Customer Success Manager, you will be responsible for all day-to-day client interactions.

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SmartKarrot

SEPTEMBER 17, 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.

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SmartKarrot

APRIL 25, 2022

Apply here: [link] Role: Customer Success Manager Location: Austin, TX, US (Hybrid) Organization: Ed-Fi Alliance As a Customer Success Manager, you will be developing strategic direction for pre and post-member implementation, managing onboarding and technology optimization, and the Ed-Fi adoption journey.

Customer Success 19

Customer Success Client Relationships Communication Stakeholders 19

SmartKarrot

APRIL 7, 2021

Meet/exceed your accounts’ annual sales target to support Uplight in reaching its goals, while being well rewarded for your efforts. Identify, reach and influence key decision-makers and all influencers and stakeholders within your accounts. Be responsible for the overall performance and development of large customer accounts.

Customer Success 10

Customer Success Account Strategy Stakeholders Leadership 10

SmartKarrot

APRIL 6, 2021

Build a global services organization to support customers from onboarding and training through to long-term enterprise digital transformation projects. Develop and maintain client relationships to help drive revenue growth. The aspiration state is 70% proactive account development, 30% reactive account servicing.

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SmartKarrot

NOVEMBER 11, 2020

Develop effective customer success programs to ensure successful onboarding, adoption, retention, and revenue growth. Serve as the technical point of contact for new Enterprise and Professional account setups.

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Customer Success Onboarding Key Account Management Government 10

SmartKarrot

JUNE 7, 2021

Identifying, developing, and maintaining strong relationships with stakeholders at all necessary levels (C-suite, management and functional) within the customer organization to understand and influence their project strategies. Build and maintain strong, long-lasting mutually beneficial client relationships.

Customer Success 10

Customer Success Partnership Management Onboarding Client Relationships 10

SmartKarrot

MARCH 23, 2021

Apply here: [link] Role: Director, Client Success Location: Virginia, United States Organization: SOC Telemed As a Director of Client Success, you will own the overall client experience in your assigned territory and manage the client relationship post-implementation.

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Customer Success Stakeholders Government Leadership 10

SmartKarrot

MAY 26, 2021

Manage complex content and communication projects across teams and divisions within the clients’ organizations. Collaborate with the Success and Sales Teams to convert pilots into deep client relationships. Build and maintain strong, long-lasting relationships for assigned clients.

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Customer Success Digital Transformation Government Client Relationships 10

SmartKarrot

JUNE 23, 2020

Role: Customer Success Manager, Enterprise Location: Cleveland, Ohio, US Organization: Brightedge The mission of a Customer Success Manager is to work with the clients to drive business goals and objectives in their organic search (SEO) initiatives. Build and maintain strong relationships with all key customer stakeholders.

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Customer Success Finance Client Relationships Stakeholders 10

SmartKarrot

MAY 19, 2020

The primary focus of this role is to shorten time to value realization, build strong relationships with key stakeholders, and ultimately achieve renewals for the most valued accounts. Partner with Sales and Client Services to successfully onboard, retain, grow and engage at a high level with client accounts.

Customer Success 10

Customer Success Customer Life Cycle Onboarding Client Relationships 10

SmartKarrot

JANUARY 13, 2021

Create a rapid onboarding process for new team members. Develop a trusted advisor relationship with key customer stakeholders and executive sponsors. Serve as customer advocate while effectively collaborating with internal, cross-functional teams including product management, sales, marketing, and engineering.

Customer Success 10

Customer Success Account Management Client Relationships Publishing 10

SmartKarrot

JULY 1, 2020

Role: Platform Partnership Manager Location: Newyork, US Organization: Stripe Stripe is looking for someone who can manage their existing partners and identify new opportunities to expand and grow the relationships. Ensure successful onboarding and customer success.

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Customer Success Customer Life Cycle Partnership Management Negotiation 10

SmartKarrot

MARCH 8, 2022

She is a coach who focuses on personal development, relationship building, success planning, customer engagement and retention, and customer journey. Currently, she’s the Customer Success and Customer Support Manager at Ascent Cloud, Ashna has experience of over 7+ years in Customer Success and Account Management.

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Customer Success Co-Creation Customer Experience Leadership 21

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. The way they do that is based entirely on clients feedback and results, so that is quite an accolade to have. So a very warm welcome Kate and Kio.

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SmartKarrot

JULY 26, 2022

Apply here: [link] Role: Customer Success Manager Location: New York, NY, US (Hybrid) Organization: GroupSolver, Inc. As a Customer Success Manager, you will onboard new clients and provide training on the GroupSolver platform. Forecast and track key account metrics (e.g.

Customer Success 3

Customer Success Energy and Utilities Onboarding Stakeholders 3

SmartKarrot

MARCH 16, 2022

Apply here: [link] Role: Junior Customer Success Manager Location: Remote, United Kingdom Organization: Storyteller As a Junior Customer Success Manager, you will be managing Customer Success (Account Management of clients) across the non-enterprise tiers plus initially the general Customer Support at Storyteller.

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Customer Success Onboarding Negotiation Client Relationships 3

SmartKarrot

OCTOBER 26, 2022

However, far too often, companies do not have a set process in place for developing these crucial client relationships. Implementing a comprehensive account management program is the greatest approach to preventing an expensive breakup with your most valuable clients.

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SmartKarrot

MARCH 7, 2024

In the ever-evolving landscape of customer success and key account management, the significance of relationship building remains paramount. As a seasoned Customer Success Manager (CSM), I have navigated through the intricacies of client interactions and gleaned insights that I believe are essential for success in this field.

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Key Account Management Client Relationships Account Management Stakeholders 10

PandaDoc

MAY 24, 2023

Before we zero in on the important qualities of a sales enablement manager, we need to wrap our heads around the very definition of this role. We all seem to know what sales managers, account managers, and business development managers do — but who in the world is a sales enablement manager?

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Management Sales Software Software 52

SmartKarrot

APRIL 8, 2021

Proactively nurture and develop existing client relationships, while creating AutoRek product champions and engaging key stakeholders. Execute regular customer success reviews to evaluate the health of the account, resolve any key issues with the help of the Technical team, and promote the use of AutoRek throughout the account.

Customer Success 10

Customer Success Value Proposition Client Relationships Customer Experience 10

Account Management Skills

NOVEMBER 21, 2022

Given the current unstable economic climate, client retention for agencies is a real top priority right now. He’s brilliant, just go and ask for his advice and I went and had a coffee with him, and he just said, there’s an account management position open, do you want it? And I just thought I’d jump for it.

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