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

ProlifIQ

MARCH 30, 2023

The account planning process includes assessing an account’s business needs, goals, and structure and making sure your product or service delivery and value meet and exceed the expectations of your key accounts. An account plan should be interactive and a living, breathing document used as a framework for the account.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

ProlifIQ

FEBRUARY 23, 2024

To better understand how teams are adapting to this new environment, we surveyed over 250 professionals across sales, customer success, account management, and more about their account planning processes, challenges, and priorities for 2024. Contacts leave, business priorities change, and none of this is updated in the plan.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Account Management Skills

NOVEMBER 21, 2022

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. I hadn’t really been trained professionally as an account manager. So, the product manager and the account manager seem to gel really well.

Digitalization 104

Digitalization Account Management Marketing Leadership 104

Mike Kunkle

FEBRUARY 5, 2023

Yet, it’s still documentable; still a process. By the way, even Gartner isn’t saying that – they discerned it and documented it – they’re just saying it’s a long, hard slog sometimes.) The most commonly supported activities for commercial methodologies include prospecting and opportunity management.

B2B 198

B2B Sales Decision-making Negotiation 198

SmartKarrot

APRIL 12, 2023

Role: Customer Success Manager Location: NAMER, Canada (Remote) Organization: Appvance As a Customer Success Manager, you’ll oversee onboarding, revenue retention, growth, and adoption in order to ensure the complete success of Appvance’s clients. Introduce and integrate corporate accounts.

Customer Success 19

Customer Success Onboarding Stakeholders Communication 19

SmartKarrot

JUNE 6, 2023

Apply here: [link] Role: Customer Success Manager Location: Lansing, MI, United States (Remote) Organization: StellarWP As a Customer Success Manager, you’ll ensure that customers receive more value from your offerings by engaging in onboarding activities.

Customer Success 19

Customer Success Onboarding Digitalization Facilitation 19

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?

Management 52

Management Sales Software Software 52

SmartKarrot

JANUARY 10, 2023

Refining and adding to the initial strategy laid out in sales for key accounts through collaboration with all key internal and external stakeholders. Implementing a defined strategy to aid and hold clients accountable to their overall video goals from the timing of production to using the videos to gain ROI. Apply here: [link].

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

SmartKarrot

DECEMBER 1, 2022

Review functional scope documents (for enhancements with the system) with internal organization to ensure full details of new functionality have been captured. Drive aggressive product adoption and account expansion by attaining a deep understanding of client needs and opportunities for upsells. Attend client meetings as needed.

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 19

Arpedio

NOVEMBER 7, 2022

The MEDDIC sales methodology is well-suited for enterprise sales organizations as enterprise sales (almost always) require 1) engagement from numerous stakeholders, and 2) a complex solution to meet their needs. And don’t forget to document your sales conversations. From MEDDIC to MEDDICC to MEDDPICC. Start free trial. Contact us.

e-Learning 52

e-Learning Decision-making B2B Sales 52

Arpedio

NOVEMBER 7, 2022

The MEDDIC sales methodology is well-suited for enterprise sales organizations as enterprise sales (almost always) require 1) engagement from numerous stakeholders, and 2) a complex solution to meet their needs. And don’t forget to document your sales conversations. From MEDDIC to MEDDICC to MEDDPICC. Start free trial. Contact us.

e-Learning 52

e-Learning Decision-making B2B Sales 52

SmartKarrot

MAY 17, 2023

Apply here: [link] Role: Customer Success Manager Location: Malibu, CA, United States (Remote) Organization: HR Pals & Recruiting Pals As a Customer Success Manager, you’ll do customer interactions from onboarding through renewal over the whole customer lifecycle.

Customer Success 19

Customer Success Value Proposition Onboarding Stakeholders 19

SmartKarrot

MAY 11, 2022

Be the named contact for specific strategic accounts and own senior customer stakeholder relationships. Act as the first line of escalation for your team’s account portfolio with ultimate responsibility for the customer health and their revenue. Review customer’s evolving needs with the Product Management team.

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

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

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.

Management 10

Management Stakeholders Value Proposition Onboarding 10

SmartKarrot

APRIL 12, 2023

Role: Customer Success Manager Location: NAMER, Canada (Remote) Organization: Appvance As a Customer Success Manager, you’ll oversee onboarding, revenue retention, growth, and adoption in order to ensure the complete success of Appvance’s clients. Introduce and integrate corporate accounts.

Customer Success 15

Customer Success Onboarding Stakeholders Communication 15

SmartKarrot

FEBRUARY 15, 2022

Build and lead a team of onboarding, customer training, and account management professionals. Scale onboarding operations and gain efficiencies by refining internal processes and leveraging innovative technologies, tools, and methodologies. Utilize Salesforce to document and track customer inquiries and interactions.

Customer Success 19

Customer Success Customer Experience Stakeholders Onboarding 19

SmartKarrot

JANUARY 20, 2022

As a Customer Success Director, you will serve as the lead point of contact for all customer account management matters. Identify key customer stakeholders and develop strategies to build trusted advisor relationships with them. Structure and manage project plans for successful onboarding and product adoption.

Customer Success 19

Customer Success Onboarding Customer Experience Stakeholders 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

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. Deliver key success metrics such as NPS and Net Recurring Revenue.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

NOVEMBER 24, 2022

Role: Customer Success Consultant Location: Remote, United States Organization: Phocas Software As a Customer Success Consultant, you will manage assigned accounts by developing and nurturing strong, positive, proactive relationships and understanding the customers’ business and technical needs. Apply here: [link] .

Customer Success 19

Customer Success Stakeholders Onboarding Account Management 19

SmartKarrot

APRIL 8, 2022

As a Customer Success Manager, you will develop and implement personalized customer success and governance plans that capture critical customer success factors and strategies for assisting customers to achieve them. Project manage support challenges between customer and support to ensure resolution of trouble tickets.

Customer Success 19

Customer Success Government Innovation Leadership 19

SmartKarrot

MAY 12, 2021

Continuously inform the stakeholders of progress, achievements, and risks (including product feedback for higher utility and reduced effort to service and support). Schedule regular mentor sessions with stakeholders reviewing goals, knowledge sharing, workflow optimization and proactive case management of product requests.

Customer Success 10

Customer Success Stakeholders Onboarding Account Management 10

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. Identify and document expansion opportunities.

Customer Success 17

Customer Success Account Management Negotiation Customer Experience 17

SmartKarrot

JANUARY 5, 2021

Apply here: [link] Role: Director, Customer Success Location: Redwood City, CA, US Organization: TigerGraph As a Director of Customer Success, you will be responsible for mapping customer journeys according to business goals throughout the onboarding and deployment process. Onboard and coordinate training customers.

Customer Success 10

Customer Success Stakeholders Onboarding Customer Experience 10

SmartKarrot

OCTOBER 28, 2020

Role: VP Customer Success Location: San Francisco, California, US Organization: Riviera Partners As a VP of Customer Success, you will be responsible for creating and executing an operational methodology and account management process which builds on the data-driven approach; continue to iterate and improve on this process.

Customer Success 10

Customer Success Stakeholders Onboarding Innovation 10

SmartKarrot

MARCH 2, 2023

Manage the BetterYou Help Center, handle member and customer support tickets, and own member and customer support. To actively contribute to maintaining accurate process documentation, Help Center material, and other business continuity, be involved in daily operations.

Customer Success 15

Customer Success Finance Negotiation Facilitation 15

SmartKarrot

JUNE 25, 2021

Demonstrated communication and facilitation skills, proven track record of building relationships with senior stakeholders, and ability to handle multiple priorities. Identify and help build out vital collateral for retention and onboarding. Ensure product adoption by onboarding new customers and new teams.

Customer Success 10

Customer Success Customer Life Cycle Onboarding Leadership 10

SmartKarrot

FEBRUARY 9, 2021

Apply here: [link] Role: Customer Success Manager Location: Sydney, New South Wales, Australia Organization: ReadyTech As Customer Success Manager, you will define strategies and activities to generate long-term and short-term customer success and business results.

Customer Success 10

Customer Success eCommerce Customer Experience Healthcare 10

SmartKarrot

JULY 20, 2021

Design, hire and manage 24×7 global customer support team implementing Tiers 1, 2, and 3 and building the infrastructure to support the operational model. Build and manage deployment, technical account management, developer services and e-learning. Help recruit, hire, and onboard new Engagement Managers.

Customer Success 10

Customer Success e-Learning Onboarding Negotiation 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. You document any processes or issues and providing feedback or suggestions to the internal team for improvements. Train users on the software. Handle renewals (e.g.,

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

SmartKarrot

FEBRUARY 26, 2021

Manage, mentor, and support a team of Customer Success professionals, including but not limited to hiring, onboarding, enabling, career development, performance management, and reward/incentive structure. Manage and build the Customer Success team. Onboard new partners and customers.

Customer Success 10

Customer Success Onboarding Stakeholders Account Management 10

SmartKarrot

JULY 22, 2021

Develop key relationships with customer contacts ranging from daily users to executive stakeholders. Collaborate closely with sales, operations & data teams to ensure clean onboarding of all new self-serve customers. 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

SmartKarrot

JUNE 2, 2021

Manage team leaders and individual contributors to achieve retention, renewals, product usage, NPS, and CSAT targets. Develop and refine a process that supports efficient, customer-centric product onboarding. Collaborate closely with the Sales team to ensure effective project handoffs for new accounts.

Customer Success 10

Customer Success Onboarding Performance Review Facilitation 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

MAY 26, 2021

Director of Customer Success, you will serve as the lead point of contact for all customer account management matters. Identify key customer stakeholders and develop strategies to build trusted advisor relationships with them. Work with customers to ensure deployment, onboarding, user adoption, retention and overall success.

Customer Success 10

Customer Success Digital Transformation Government Client Relationships 10