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. content management, events etc) in which they should do so.

Management 130

Management Key Account Management Digitalization Communication 130

Red Star Kim

MARCH 16, 2023

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. While we discussed various tools and methods to promote cross-selling and referral management, a key theme emerged around changing culture.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Mike Kunkle

AUGUST 27, 2019

Sales onboarding for new sales reps and new or promoted sales managers. Ongoing competency development for sales and sales management. Management and leadership development. Developing general “success skills” or business skills (communication, problem-solving, organization/time management, decision making, etc.).

Sales 130

Sales Onboarding Leadership Sales Training 130

Mike Kunkle

FEBRUARY 5, 2023

Total Quality Management (TQM), Business Process Management (BPM), Six Sigma, and Lead Sigma are powerful methods for this sort of work. It’s also how I have applied systems thinking to The Building Blocks of Sales Enablement to deliver business impact (see this link for a webinar recap on the business impact topic).

B2B 198

B2B Sales Decision-making Negotiation 198

SmartKarrot

APRIL 21, 2023

Role: Customer Success Manager Location: Salt Lake City, UT, United States (Remote) Organization: Tava Health As a Customer Success Manager, you’ll Establish trusting relationships with important employer stakeholders, such as HR and Benefits Administrators. Onboarding, ongoing training, and support for customers.

Customer Success 19

Customer Success Account Strategy Stakeholders Onboarding 19

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. Help customers onboard quickly. Your sales team. Your existing support team. Educate while answering.

Finance 115

Finance Account Management Business Growth Communication 115

SmartKarrot

DECEMBER 16, 2022

Role: Customer Success Manager Location: Birkenhead, England, United Kingdom (Hybrid) Organization: The Access Group As a Customer Success Manager, you will provide both reactive and proactive services to the customer base. Identify and onboard new tools and technology to support the efforts of the customer success team.

Customer Success 19

Customer Success Onboarding Stakeholders Account Management 19

SBI

SEPTEMBER 27, 2019

The Golden Bridge Awards celebrate the world’s best in organizational performance, products and services, executives, management teams and more. Sales onboarding and continuous training – preparing sales teams to deliver value in every buyer interaction. This marks Brainshark’s sixth year as a winner in the program.

Artificial Intelligence 34

Artificial Intelligence Account Planning Onboarding Profitability 34

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. Be outcome-oriented and metric-driven in your approach to making customers successful.

Customer Success 19

Customer Success Onboarding Value Proposition Account Growth 19

SBI

DECEMBER 9, 2019

Video sales apps, sales onboarding, buyer engagement, e-signature solutions, deal management, white-space analysis, reference management and more. Management Reporting. Targeting Accounts. Account Planning. Account Planning. Account Planning. Account Planning. Opportunity Management.

Account Planning 26

Account Planning Software Software Acquisition 26

SmartKarrot

NOVEMBER 30, 2022

Role: Customer Success Director Location: Edmonton, AB, Canada (Hybrid) Organization: Drivewyze As a Customer Success Director, you will lead, coach, and mentor a high-performing team accountable to manage the deployment of software for the customer fleet organizations. Assist in onboarding new customers. Apply here: [link].

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 19

Arpedio

JULY 11, 2022

Targeting these specific personas with tailored messaging is how you’re going to get collaborative buy-in, and that’s what the account-based selling approach is all about. If you manage to target all these different personas in an account, you’ll be one step closer to getting collaborative buy-in. Share on linkedin.

B2B 52

B2B Account Management Customer Success Leadership 52

SmartKarrot

OCTOBER 18, 2021

Recruitment, management, and development of all Customer Success staff in the US region. Facilitate Account Setup, implementation, training, and ongoing account review and modification. Handle client escalations around concerns or issues with their webinar experience. set by your manager.

Customer Success 19

Customer Success Value Proposition Facilitation Onboarding 19

SBI

JANUARY 14, 2020

2 “Sales leaders know that it has always been about sales readiness – the combination of onboarding, training and knowledge sharing that make for a productive sales individual and team.”. Resources All Awards & Recognition Blog Article Funding & Acquisitions Industry News Interview Video Video Reviews Webinars. Industry News.

Account Planning 34

Account Planning Artificial Intelligence Sales Acquisition 34

SBI

MARCH 22, 2018

We’ve been successful because we understand the value of the sales process and how to drive effective relationship management. To manage those insights, we’ve created a suite of powerful tools that arm sales reps and their managers with the ability to organize and develop their customer relationships. Ease of use.

Management 22

Management CRM Account Management Sales 22

SBI

DECEMBER 4, 2019

We’re joining forces with Brainshark so sales managers can use data to diagnose what’s working and what’s not working, and then motivate sales reps to improve with training and coaching from Brainshark’s world-class readiness platform. Sales leaders use this analysis to identify performance issues and optimize coaching efforts.

Account Planning 29

Account Planning Acquisition Artificial Intelligence Sales 29

SBI

AUGUST 15, 2019

Sales onboarding and continuous training – preparing sales teams to deliver value in every buyer interaction. A useful and innovative tool to support sales staff onboarding, sales effectiveness and coaching.”. Account Planning. Opportunity Management. in response to coaching assignments for feedback and evaluation.

Artificial Intelligence 28

Artificial Intelligence Account Planning Onboarding Innovation 28

SmartKarrot

FEBRUARY 2, 2022

The webinar on ‘Customer Success: Learnings from 2021 and What Lies Ahead in 2022’ brought together an elite panel to shed light on customer success. With 500+ attendees, the webinar highlighted some key strategies, situations, and best practices for the customer success industry. Here are the top 10 key takeaways from the session.

Customer Success 19

Customer Success Account Management Management Stakeholders 19

SBI

FEBRUARY 20, 2018

Fourth, this digital automation improves account management and customer satisfaction. Chris: After purchasing Adobe Sign, Adobe provides the services of both a Customer Success Manager (CSM) and an onboarding specialist. Reduction of customer onboarding from 22 to 2 days. An overall ROI of 2.7x – 3.8x.

e-Learning 55

e-Learning Artificial Intelligence Digitalization Sales 55

SBI

OCTOBER 29, 2019

Shared videos, just like shared collateral, can be managed, tracked, and analyzed for engagement indicators in a consistent way that utilizes the best capabilities of both platforms. Resources All Awards & Recognition Blog Article Funding & Acquisitions Industry News Interview Video Video Reviews Webinars. Account Planning.

Account Planning 20

Account Planning Onboarding Sales Acquisition 20

Account Management Skills

DECEMBER 19, 2022

Growing your existing accounts is one of the most overlooked sources of new revenue. If your account managers are proactively looking for ways to help your clients reach their goals, you will grow your revenue too. Dan is Managing Partner at Cactus , Europe’s leading agency growth consultancy.

Marketing 52

Marketing Account Management Management Onboarding 52

SBI

JUNE 12, 2019

In addition to automated sales TouchPlans™, the platform’s integrated machine learning and artificial intelligence captures, transcribes, and analyzes conversations to minimize data entry, improve productivity, and provide actionable insights that advance pipeline progress, anchor coaching efforts, and accelerate salesperson onboarding.

Artificial Intelligence 25

Artificial Intelligence Account Planning Sales Leadership B2B 25

SmartKarrot

DECEMBER 2, 2020

Role: Director of Customer Success Location: Remote, San Francisco, CA, US Organization: Wonderschool As a Director of Customer Success, you will manage, coach, inspire a talented team of technical Onboarders and customer support/success. Also, partner with the account management team to drive retention and up-sell.

Customer Success 10

Customer Success Onboarding Account Management Innovation 10

Arpedio

FEBRUARY 15, 2024

By leveraging proven techniques such as prospecting, lead nurturing, and sales pipeline management , businesses can enhance their pre-sales efforts and maximize conversion rates. Sales Pipeline Management Managing the sales pipeline ensures that leads are effectively tracked and progressed through each stage of the buying process.

Sales 52

Sales Decision-making Customer Experience Value Proposition 52

SmartKarrot

NOVEMBER 23, 2020

Apply here: [link] Role: Customer Success Manager Location: London, GB, United Kingdom Organization: Cision As a Customer Success Manager, you will be accountable for the overall customer health and experience of a portfolio of customers, which may be subject to changes in client profiles and sizes over time.

Customer Success 10

Customer Success Onboarding Account Management Leadership 10

SmartKarrot

JUNE 25, 2021

Identify and help build out vital collateral for retention and onboarding. Apply here: [link] Role: Enterprise Customer Success Manager (UK&I) Location: London, England, United Kingdom Organization: Miro As an Enterprise Customer Success Manager, you will manage a portfolio of roughly 75 Enterprise customers.

Customer Success 10

Customer Success Customer Life Cycle Onboarding Leadership 10

SmartKarrot

AUGUST 18, 2020

Role: Customer Success Manager Location: Remote, US Organization: Planview, Inc. You will have to create annual account plans to document and deliver both customer and Relativity goals for each specific customer. Role: Customer Success Manager Location: Newyork, US Organization: People.ai Apply here: [link].

Customer Success 10

Customer Success Finance Onboarding Facilitation 10

SBI

JANUARY 29, 2020

Using a modern, agile approach they can effectively bridge the gap between globally distributed teams with video collaboration tools that enable reps, managers, and SMEs to work together easily and asynchronously. Opportunity Management. Account Planning. Andre Black, VP of Products at Allego.

Account Planning 26

Account Planning Sales Digital Transformation Stakeholders 26

SmartKarrot

DECEMBER 10, 2020

Mentor and empower Senior Account Managers to be the leaders of tomorrow while all the time scaling for business growth. Build a solid relationship with customers’ execs to drive success and growth in major accounts. Lead a world-class Account Management group and working closely with the Implementation and Support leads.

Customer Success 10

Customer Success Onboarding Account Management Facilitation 10

SmartKarrot

JANUARY 15, 2021

Role: Vice President of Customer Success Location: Remote, United States Organization: Community Brands As a Vice President of Customer Success, you will build, manage, support, and monitor the team within the organization. Manage team development, cultivate individual talents, and build strong relationships that facilitate team success.

Customer Success 10

Customer Success Onboarding Account Planning Facilitation 10

SmartKarrot

DECEMBER 30, 2020

Manage people managers and teams of individual contributors to achieve net retention, renewals, product usage, and NPS targets. Develop and implement strategic customer account plans to accommodate corporate goals. Create, execute, and train reports to deliver sales presentations, webinars, and product demonstrations.

Customer Success 10

Customer Success Energy and Utilities Negotiation Facilitation 10

SmartKarrot

AUGUST 3, 2021

Role: Customer Success Director Location: Remote, Redwood City, CA, US Organization: Exo As a Customer Success Director, you will manage a team who nurture the overall customer relationship, establishing a trusted advisor-type relationship to ensure overall customer satisfaction. Lead, manage and expand the customer care team.

Customer Success 10

Customer Success Stakeholders Onboarding Prioritization 10

SmartKarrot

SEPTEMBER 28, 2023

It involves understating the customer, the personas, their needs and usage, behaviours, and much more even before the account manager or customer success manager or a sales manager need to reach out to customers. Education is not only during onboarding but throughout the customer journey.

Decision-making 10

Decision-making Customer Success Onboarding Advertising 10

SmartKarrot

NOVEMBER 6, 2020

Apply here : [link] Role: Customer Success Director Location: Remote, United Kingdom Organization: Launchmetrics As a Customer Success Director, you will oversee all day-to-day operations for the Customer Success team including assigning CS team members and tiers to new accounts and ensuring client risk is kept up-to-date.

Customer Success 8

Customer Success Onboarding Prioritization Communication 8

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

JULY 8, 2020

It became the go-to software for product managers and CSMs alike for collecting feedback from the customers and analyse the same to make informed decisions that anticipated the customers’ needs and led them to success. Features: Its digital adoption features include analytics, churn management, and feedback collection.

Onboarding 10

Onboarding Customer Success Customer Experience Decision-making 10

SmartKarrot

JANUARY 27, 2022

With such attributes, marketers, sales reps, and even CSMs (Customer Success Managers) could directly interact with the potential customers in a manner that they resonate with. To date, the problem has been those sales reps, marketers, and CSMs (Customer Success Managers) could not decipher the target audience and what they wanted.

Customer Success 10

Customer Success Marketing Stakeholders Sales 10