SBI Growth

DECEMBER 9, 2019

For some time now here at SBI, we’ve been describing the measurable benefits of taking a more holistic approach to customer experience. Taking a broader view of your customer’s experience usually requires an expanded line of sight for marketing –

Customer Experience 87

Customer Experience Marketing Account Management Organization 87

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

Red Star Kim

FEBRUARY 8, 2024

Tools include: Analysis of past clients – Often taking the major clients (on the Pareto 80:20 rule) and looking at data over the past three years or so: source, need/issue, onboarding process, satisfaction and potential fee/profit opportunity. Similarly, a Key Account Management (KAM) or Account Based Marketing (ABM) approach may help.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Strikedeck

MAY 24, 2021

Michelle Brown-Krier, in an interview with Vincent Manlapaz, discusses why organizations need a strong customer success vision to keep up with the competition.

Account Management 40

Account Management Management Customer Success Organization 40

Help Scout

SEPTEMBER 21, 2021

Customer success teams often have a range of responsibilities, depending on the team’s age, the size of the company, and what type of product they are supporting. For instance, customer success may be responsible for implementation, onboarding, and lifecycle management at some larger companies.

Customer Success 103

Customer Success Decision-making Onboarding Customer Experience 103

Deep Insight

JANUARY 28, 2020

This is a really important point: if you are responsible for running a customer experience (CX) programme in your organisation, don’t under-estimate the importance of investing in the ‘Soft Side’ if you want to generate real long-lasting results. Onboarding. In other words, focusing on people as much as process.

Onboarding 52

Onboarding Leadership Account Management Account Planning 52

Hubspot Sales

APRIL 27, 2023

Successful AEs can go on to sales management, enterprise sales, or even executive roles, depending on the size of the company. Post-Sales Account Manager After the AE closes a deal, a post-sales account manager is responsible for managing that sales account and ensuring that the client is satisfied with the quality of the product or service.

Sales 105

Sales Account Management Communication Sales Management 105

SmartKarrot

SEPTEMBER 27, 2022

How to build Customer or Account Engagement across the Customer Journey. The customer journey for enterprises needs to involve playbooks at every stage. Let us call the four stages of the customer journey- Land, Onboard, Adopt, Expand. The customer needs to look at the product from a long-term perspective.

Account Management 10

Account Management Customer Success Management Onboarding 10

Help Scout

SEPTEMBER 16, 2021

These days it’s easier than ever to outsource customer support, even for small teams that prioritize customer experience and quality. A new crop of companies that specialize in brand-forward customer experience outsourcing for small teams has emerged in the past five years.

Small Business 97

Small Business Onboarding Management Customer Experience 97

Arpedio

MARCH 5, 2024

This is where effective account management comes into play. Businesses across industries are increasingly turning to account management solutions to streamline their processes, enhance client satisfaction, and drive growth. Moreover, efficient account management contributes to operational efficiency and productivity.

Account Management 52

Account Management Management Client Relationships Facilitation 52

SmartKarrot

JUNE 11, 2020

An account management software is basically a customer relationship management (CRM) that’s fast gaining popularity as the tool that helps big and small businesses organize their sales by dividing them sector-wise. Which is where account management software tools come into play. . Source: Grandviewresearch.

Account Management 10

Account Management Software Software Management 10

SmartKarrot

JULY 1, 2020

With a subscription based business model, it is of utmost important that you provide a delightful customer experience in every interaction with your clients. That’s why a client onboarding checklist is mandatory for you to cover every aspect of onboarding with your clients. Know your client’s profile. Welcome email.

Client Onboarding 10

Client Onboarding Onboarding Customer Success Meetings 10

Arpedio

FEBRUARY 23, 2024

Customer Success Operations: Customer success operations involve the strategies and processes aimed at maximizing customer satisfaction, retention, and lifetime value. This includes customer onboarding, account management , customer support, and renewal management.

Acquisition 52

Acquisition Facilitation Artificial Intelligence Decision-making 52

SmartKarrot

OCTOBER 20, 2020

When it comes to the difference between customer success manager vs account manager, most of the companies mistake account manager as a traditional form of CSM. Customer success manager vs Account Manager. Customer success is one step ahead of Account management.

Account Management 10

Account Management Customer Success Management Negotiation 10

Arpedio

MAY 23, 2023

It can be provided by internal sales managers or external sales coaches who are experienced in sales and possess coaching expertise. Enhances Customer Relationships : Sales coaching can also help to build better relationships with customers. Start by centralizing your account and stakeholder data in Salesforce!

Sales 52

Sales Account Management Stakeholders CRM 52

SmartKarrot

SEPTEMBER 25, 2020

Therefore, to save your company’s environment from the pernicious seeds of churn, you will have to sprinkle in some of the customer onboarding best practices. Now, what is the customer onboarding meaning or customer onboarding plan? This could involve active guidance, user-friendly tutorials, and support.

Onboarding 8

Onboarding Artificial Intelligence Brainstorming Client Onboarding 8

SmartKarrot

FEBRUARY 15, 2022

As a Senior Director of Customer Success, you will develop strategies that enhance and improve customer experience and drive differentiate customer value, including providing a compelling digital customer post-sales experience. Provide customer data to marketing for the development of business case studies.

Customer Success 19

Customer Success Customer Experience Stakeholders Onboarding 19

Arpedio

JANUARY 17, 2023

Yet, to get it right, it’s necessary that you have a deep understanding of your customer’s need(s), so you are able to offer the right product/service at the right time. To get everyone onboard, let’s take a look at a few examples of cross-selling. Decreasing trust if customers experience a constant feeling of being sold to.

Profitability 52

Profitability B2B Account Management Decision-making 52

SmartKarrot

MAY 20, 2022

Role: VP of Customer Experience Location: Remote, New York, NY, US Organization: Healthie As a VP of Customer Experience, you will own the entire Customer Success and Support experience at Healthie. Lead a team of 12-15 customer-facing specialists, including team Directors.

Customer Success 19

Customer Success Onboarding Customer Experience Stakeholders 19

Account Manager Tips

JULY 9, 2020

Your first 90 days in a new job as an account manager are the most challenging.and with the most at stake. A detailed list of all the activities you need to do to get settled into your new account management role, grouped into 30 day periods. Are you moving to account management from a different profession?

Account Management 130

Account Management Management Key Account Management Stakeholders 130

SmartKarrot

JANUARY 13, 2022

Role: VP, Customer Success | B2B SaaS Location: Remote, United States Organization: Displayr As a VP of Customer Success, you will maximize Displayr’s customer satisfaction by leading the post-sale relationship: onboarding, training, and adoption.

Customer Success 19

Customer Success Onboarding Value Proposition Account Growth 19

SmartKarrot

MAY 23, 2022

Role: Director of Customer Success – North America Location: New York, NY, US (On-site) Organization: Leapsome As a Director of Customer Success, you will establish the best customer experience across the customer journey with onboarding, support, account management and upselling and turn the customers into advocates.

Customer Success 19

Customer Success Account Management Onboarding Finance 19

SmartKarrot

FEBRUARY 22, 2022

As a Sr Director of Customer Success, you will develop strategies that enhance and improve customer experience and drive differentiate customer value, including providing a compelling digital customer post-sales experience. Delivers tailored training programmes for priority accounts and doors.

Customer Success 19

Customer Success Retail Onboarding Customer Experience 19

SmartKarrot

DECEMBER 14, 2021

Role: Vice President, Customer Success Location: Remote, McLean, VA, US Organization: Logi Analytics, an insightsoftware company 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 Onboarding Account Management Client Development 19

SmartKarrot

APRIL 27, 2022

Role: Vice President of Customer Success Location: Remote, New York, United States Organization: Storm5 As a Vice President of Customer Success, you will understand the account structure and its partner eco-system to formulate a way of working & onboarding plan and executing the same.

Customer Success 19

Customer Success Onboarding Government Account Management 19

SmartKarrot

APRIL 4, 2023

Promote product uptake, customer experience, and customer outcomes. By directing projects and programmes to enhance engagement strategies based on customer segmentation and fostering a culture of continuous improvement, you may define and optimise the customer lifecycle.

Customer Success 19

Customer Success Account Management Leadership Customer Experience 19

SmartKarrot

FEBRUARY 9, 2023

Role: Head of Customer Success Location: San Francisco, CA, United States Organization: Ikigai As the Head of Customer Success, you’ll manage the onboarding of new clients and ensure a smooth transition from sales. Success in developing and putting into practice customer experience strategies.

Customer Success 19

Customer Success Onboarding Customer Experience Finance 19

Arpedio

FEBRUARY 15, 2024

It sets the stage for a positive customer experience by laying the groundwork for trust, credibility, and value perception. By focusing on the pre-sales phase, businesses can effectively influence and shape the customer’s perception of their products or services, thereby increasing the likelihood of successful conversions.

Decision-making 52

Decision-making Sales Customer Experience Value Proposition 52

SmartKarrot

SEPTEMBER 30, 2022

Role: VP of Customer Success Location: Remote, United States Organization: Instabase As a VP of Customer Success, you will set the vision and strategic plan for the Technical Account Management and Customer Engineering functions, focusing on increasing product adoption, leading an exceptional customer experience, and driving growth.

Customer Success 19

Customer Success Stakeholders Onboarding Customer Experience 19

SmartKarrot

FEBRUARY 16, 2022

Role: Vice President of Customer Experience Location: Remote, United States Organization: Sales Boomerang As a Vice President of Customer Experience, you will develop a vision and strategy for the customer experience organization. Drive customer experience outcomes.

Customer Success 19

Customer Success Customer Experience Client Relationships Stakeholders 19

Help Scout

MAY 12, 2021

To improve customer retention, first you must understand why your customers leave, and then how your customer service team can positively impact those reasons. To discover why customers are leaving, start by talking to the following folks: Your customer success team or account managers, if you have them.

Finance 115

Finance Account Management Business Growth Communication 115

SmartKarrot

NOVEMBER 22, 2022

Consistently meet targets for customer satisfaction, issue resolution, cross/up-sell, and the economics of customer care organization. You will partner with leadership across sales, ops and account management to ensure governance and standard best practices are not only in place but followed. and Customer Advocacy.

Customer Success 19

Customer Success Energy and Utilities Onboarding Government 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. Assistance with customer onboarding and training to encourage adoption.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SmartKarrot

OCTOBER 20, 2021

Role: Director of Customer Success Location: Remote, United States Organization: Satori As a Director of Customer Success, you will define the customer lifecycle journey from onboarding to value generation and expansion. Hire and train a world-class team of customer success managers.

Customer Success 19

Customer Success Negotiation Onboarding Account Management 19

SmartKarrot

DECEMBER 6, 2022

Role: Customer Success Specialist Location: Remote, United States Organization: Recyclist As a Customer Success Specialist, you will build and nurture relationships with a growing group of customers through each stage of the customer lifecycle, from onboarding through renewals. Apply here: [link].

Customer Success 19

Customer Success Brainstorming Onboarding Government 19

SmartKarrot

DECEMBER 7, 2022

Role: Director, Customer Success Location: Austin, TX, United States (On-site) Organization: Atmosphere As a Director of Customer Success, you will deliver and manage world-class customer onboarding, account management, customer support, and contract negotiation processes that scale at every point in the customer lifecycle.

Customer Success 19

Customer Success Customer Life Cycle Onboarding Finance 19

SmartKarrot

JANUARY 20, 2023

Establish a process of knowledge acquisition between the customer experience team and payroll specialist. Responsible and accountable for overall customer satisfaction and retention overseeing customer onboarding, account management, and expansion. Provide day-to-day support to all CSMs.

Customer Success 19

Customer Success Onboarding Government Negotiation 19