Red Star Kim

AUGUST 24, 2023

And there’s a pragmatic guidance on pitching, pricing (six things clients consider, a table of alternative fee structures ) and a simple project management methodology. There’s even an overview of the strategic benefits of different types of clients (linked to Key Account Management strategy).

Finance 130

Finance Government Profitability Banking 130

Red Star Kim

DECEMBER 12, 2023

For complex projects we must collaborate with those in other functional specialisms such as finance, technology, people and innovation. Both those in leadership positions who are driving the firm forward. What resonated with MBD Future Managers? And those who wish to deliver a great service and generate more work.

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Red Star Kim

FEBRUARY 8, 2024

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!) There are many articles on both of these topics.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Hubspot Sales

JUNE 8, 2021

Keep in mind that the majority of people in this position have several years of experience since they often have to work independently and excel at time management. Account Manager. This is where account managers come in. Account managers are evaluated on customer retention and satisfaction metrics.

Finance 108

Finance Sales Account Management Leadership 108

Mercuri International

JUNE 10, 2020

Mercuri’s survey looked at a broad range of industries, from finance to pharma, construction to consumer goods, speaking to executives from C-level, sales, HR, and training. Remote selling and remote leadership came in a close 4th and 5th. Remote selling, leadership, and training. Key findings.

Remote Working 98

Remote Working Key Account Management Finance Banking 98

Flevy

JUNE 9, 2024

Human resource management ensures the availability of skilled personnel, and firm infrastructure supports overall operations. Finance and accounting manage resources and investments, and legal affairs handle intellectual property and contractual obligations.

Manufacturing 52

Manufacturing Innovation Healthcare Procurement 52

Revenue Storm

FEBRUARY 15, 2022

Here is an example for a strategic account manager: Sales Plan: $2,000,000. Here is a sample activity plan for a strategic account manager: Five Clients. That provides 45 potential sales targets across five accounts. There is a second universal truth that applies to leadership: “People perfect what you inspect.”

Value Proposition 78

Value Proposition Sales Global Accounts Account Management 78

SalesGlobe

APRIL 26, 2022

Due to a recent acquisition , the goal was to implement a consistent definition and pursuit strategy that supported account management and new business development. The two roles in question, account managers and sales executives had no clear role definition based on expectations.

Transportation 52

Transportation Account Management Acquisition Innovation 52

Help Scout

MAY 12, 2021

To discover why customers are leaving, start by talking to the following folks: Your customer success team or account managers, if you have them. Your finance team, who may be involved with larger account billing. Your sales team. Your existing support team. Know the numbers. Record and share customer insights.

Finance 115

Finance Account Management Business Growth Communication 115

Arpedio

MARCH 7, 2022

For key or strategic accounts, does it matter if marketing works with sales? Account-based marketing (ABM) revolutionized marketing. So, why do so many strategic/key account management (SAM/KAM) programs not integrate with ABM? Absolutely yes! Best recommendations to integrate SAM and ABM.

Co-Creation 52

Co-Creation Account Management Account Planning Key Account Management 52

Account Management Skills

NOVEMBER 15, 2021

– what point in the agency’s revenue growth does an agency typically employ their first account manager? – and the implications of having a hybrid account manager (someone who plays the combined account manager and project manager role, versus keeping the roles separate).

Finance 52

Finance Account Management Profitability Management 52

Red Star Kim

SEPTEMBER 26, 2023

increasingly M&BD professionals play a part on the front line of client contact for example, as account managers) Client concentration? In this case, account managers liaise with the fee-earners. The growth of MarTech in professional services – an overview (kimtasso.com) Account management or project support?

Marketing 130

Marketing Key Account Management Account Management Artificial Intelligence 130

Quip

NOVEMBER 17, 2020

With Salesforce Anywhere, we’ve moved away from commercial-only account teams — Account Managers and Sales Specialists — and have moved to a more holistic approach to account planning involving the entire account community. This includes Service, Marketing, and Finance, to name but a few.

Account Planning 52

Account Planning Suppliers Healthcare Manufacturing 52

Miller Heiman Group

FEBRUARY 21, 2019

When assessing sellers, sales leaders instinctively want to give them a big goal to work toward, such as becoming a global account manager, a mentor for new hires, the first one to sell new products or the first to break a record. they work with finance to customize billing to accommodate a high-value customer.

Sales 62

Sales Global Accounts Finance Performance Review 62

SmartKarrot

JULY 27, 2022

Role: Director Customer Success Location: Remote, United States Organization: symplr As a Director of Customer Success, you will be responsible for providing leadership, mentoring, and professional development for customer success team members.

Customer Success 19

Customer Success Leadership Finance Facilitation 19

SmartKarrot

MARCH 31, 2022

Apply here: [link] Role: Head of Customer Success Location: Remote, London, England, United Kingdom Organization: Birdie As a Customer Success Director, you will guide and develop Birdie’s Customer Success Management and Account Management functions. Ensure customer growth and satisfaction in line with Logo and VoC targets.

Customer Success 19

Customer Success e-Learning Profitability Finance 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

NOVEMBER 2, 2022

Evolve the customer engagement models to incorporate both managed and self-service orientations. Be the voice of the customer, driving proactive cross-functional alignment and collaboration internally with key stakeholders in Sales, Product, Engineering, and Finance.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

SmartKarrot

NOVEMBER 10, 2021

Apply here: [link] Role: Head of Customer Success Location: London, England, United Kingdom Organization: Birdie As a Head of Customer Success, you will guide and develop Birdie’s Customer Success Management and Account Management functions. Ensure customer growth and satisfaction in line with Logo and VoC targets.

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

SmartKarrot

MAY 20, 2022

Apply here: [link] Role: VP of Customer Success Location: Remote, San Francisco, CA, US Organization: Hearth As a VP of Customer Success, you will lead, manage, and develop Hearth’s Onboarding, Account Management, Retention, and Support functions. Provide visibility to leadership on customer initiatives.

Customer Success 19

Customer Success Onboarding Customer Experience Stakeholders 19

SmartKarrot

MARCH 9, 2022

Manage and lead a team of customer success resources. Maintain accountability to leadership on developing and carrying through a plan to get the clients to meet their goals. Able to communicate effectively across multiple levels of the business to ensure prioritization within the pod is identified.

Customer Success 19

Customer Success Onboarding Prioritization Government 19

SmartKarrot

JUNE 4, 2021

Oversee and manage account management and fulfillment teams to build a successful customer-focused team. Lead Customer Success KPI’s to analyze all aspects of customer success, report and present findings to the senior leadership team. Monitor progress to goals & proactively identify areas of opportunity.

Customer Success 10

Customer Success Investors Insurance Banking 10

SmartKarrot

JUNE 14, 2021

Manage enhancement requests and work with the technical team to implement changes. Work closely with Account Management organization and implement changes as needed. Run weekly reports to ensure Customer accounts are distributed appropriately. Run weekly reports to watch utilization trends.

Customer Success 10

Customer Success Finance Investors Client Onboarding 10

SmartKarrot

MARCH 2, 2023

Develop, manage, and actively participate in meeting/exceeding SLAs and KPIs in support of business goals by designing and overseeing effective operational systems and processes. Manage the BetterYou Help Center, handle member and customer support tickets, and own member and customer support.

Customer Success 15

Customer Success Finance Negotiation Facilitation 15

Account Management Skills

FEBRUARY 6, 2023

If you have an account manager in your team, or perhaps you are an account manager and you’re looking to upskill, my next agency Account Accelerator (TM) training programme starts on March 28th 2023. You got to expect it’s bigger than finance or everything. You can read more here.

Acquisition 52

Acquisition Finance e-Learning Advertising 52

SmartKarrot

APRIL 27, 2021

Create and implement a customer success engagement model inclusive of account management, retention and cross-sell/up-sell initiatives. Expand revenue and League expanded offerings in existing accounts and increase average customer lifetime value.

Customer Success 10

Customer Success Account Management Stakeholders Finance 10

CMOE

MARCH 6, 2023

Each blog offers unique thought leadership materials to help guide your strategy in the upcoming quarter. s+b is a publication managed by member firms of the PwC Network. Each blog offers unique thought leadership materials to help guide your strategy in the upcoming quarter. and the impact of their decisions.”

Finance 98

Finance e-Learning Innovation Leadership 98

SmartKarrot

JUNE 23, 2020

Work with your assigned Strategic Account Manager to meet retention and upsell goals. Apply here: [link] Role: Engagement Manager Location: New York, San Francisco, US Organization: Expanse This role will be based out from one of their offices in New York, or San Francisco, CA and will report to the CMO leadership.

Customer Success 10

Customer Success Finance Client Relationships Stakeholders 10

SmartKarrot

DECEMBER 5, 2022

The traditional system provides historic data on your finances. In today’s swiftly growing and changing economics, the traditional method of finance tabs are not enough. Enterprises can use augmented intelligence to monitor their finances and provide warnings and real-time suggestions for effectively utilizing them.

Account Management 19

Account Management Customer Success Artificial Intelligence Management 19

SmartKarrot

APRIL 6, 2021

Role: Director of Customer Success Location: Boca Raton, FL, US Organization: GRUBBRR As a Director of Customer Success, you will collaborate with sales and operational leadership to ensure business objectives are aligned, effectively create a bridge between the departments to ensure accuracy and ensure metrics are being met.

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

SmartKarrot

JULY 28, 2021

Work collaboratively with various departments, including Sales (Account Management and New Business), Content, Revenue Operations, Marketing, Finance, Technology, Product, and Design to ensure your team’s needs and the customer’s needs are being met. Provide high-quality reporting and insights, and status of account health.

Customer Success 10

Customer Success Onboarding Finance Facilitation 10

SmartKarrot

NOVEMBER 18, 2020

Inspire customer success across the Customer Success department and throughout the company, working with sales, marketing, product, and finance. Collaborate as part of the global customer success leadership team to align and solve bottlenecks in a scalable way. Ensure Smartly.io Apply here: [link].

Customer Success 10

Customer Success Onboarding Finance Leadership 10

SmartKarrot

JANUARY 6, 2021

Get alignment with ELT, Sales, Marketing, Product, and Finance around Customer Success strategy and execution. Accountable for successful adoption and value realization for the products and services the customers have purchased and identify new opportunities to expand value within a customer.

Customer Success 10

Customer Success Finance Account Development Stakeholders 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

Account Management Skills

JUNE 26, 2023

And if you’re in an agency account management role and you’re keen to be seen by your clients as more of an advisor than a reactive order taker, then check out the details of my account management training courses. Before you joined Mr. B and Friends, were you in account management in other agencies?

Account Management 52

Account Management Client Relationships Management Communication 52

ClearPoint Strategy

AUGUST 24, 2021

The audience for this dashboard would be the finance team and executive board. See how individual departments, ranging from sales to account management, are performing with customer-related metrics using a department performance dashboard. The HR leadership team would be the audience for this dashboard.

Healthcare 98

Healthcare Government Finance Construction 98

SmartKarrot

APRIL 13, 2020

Finance & Accounting. It records an average of 32 payment transactions per active account. It still continues to gain acclaim for its growth, product, and leadership. In 7 years, this product has accounted for a valuation of $1.1 Salesforce. billion and $60m revenues. Key Takeaways.

Software 19

Software Software Acquisition Innovation 19