Upland

DECEMBER 6, 2021

This is especially true for sellers with a wide portfolio of complex enterprise customers and B2B opportunities to look after. This way, teams can collaborate more efficiently to refine account plans and win opportunities. Get the most from account and opportunity planning with Google Docs.

Account Planning 195

Account Planning Account Management Organization Customer Success 195

SmartKarrot

FEBRUARY 16, 2023

Role: Customer Success Executive Location: Austin, TX, United States (Hybrid) Organization: Axon As a Customer Success Executive you’ll be a consultant and a spokesperson for your clients, holding frequent phone calls and in-person meetings to direct strategy and execution for reaching each client’s particular goals.

Customer Success 19

Customer Success Account Planning Client Development Stakeholders 19

SmartKarrot

MARCH 29, 2022

Role: Customer Success Director (West – Remote) Location: Remote, San Francisco, CA, US Organization: Included Health As a Customer Success Director, you will serve as the primary relationship owner, achieving trusted advisor status with customer contacts. Design and deploy a retention strategy.

Customer Success 19

Customer Success Transportation Client Relationships Stakeholders 19

KAM With Passion

NOVEMBER 11, 2020

With this in mind, large accounts might be managed with full-fledged BRs whereas smaller customers are managed with less frequent and simpler meetings or even remotely. When a supplier uses a Customer Success team as part of their support model, this can influence the format and frequency of Business Reviews.

Key Account Management 130

Key Account Management Suppliers Account Management Account Planning 130

Account Manager Tips

JULY 27, 2020

00:00 Introduction 01:31 How Calin got his start in account management. 03:34 The best thing about account management. 05:21 Account management at Netguru in the early days. 08:16 First task: double the size of the account management team. 15:33 Why embracing failure has been the secret to success. Time Stamps.

Account Management 130

Account Management Business Growth Management Account Planning 130

Revegy

AUGUST 12, 2020

Account Intelligence is the Core of Customer Centricity. Developing customer insights isn’t a one-time, static exercise. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Account planning is more than just a strategic exercise.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

DemandFarm

APRIL 13, 2023

It is used by sales and account management teams to understand how customer organizations work, identify key decision-makers, and plan their course of action. Customer Success A function within a company that is focused on ensuring customer satisfaction, retention, and long-term value.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52