Upland

DECEMBER 6, 2021

Multitasking, jumping from meeting to meeting, and racing the clock, are all too familiar for salespeople. 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.

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

KAM With Passion

NOVEMBER 11, 2020

In such a context, regular Business Review s (BR) are used in priority with major clients and those with high development potentia l. Whatever their frequency, they are mainly used to analyse together what has happened since the previous meeting and to plan operations for the next reference period.

Key Account Management 130

Key Account Management Suppliers Account Management Account Planning 130

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

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. Account Review Meetings Regular meetings between a company and its key accounts to review progress, identify challenges, and set goals for future growth and collaboration.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

SmartKarrot

FEBRUARY 24, 2021

Role: VP, Customer Success Location: New York, NY, US Organization: Spring Health As a VP of Customer Success, you will work alongside the CRO in formulating and executing on the high-level customer success strategy and plan required to ensure that the team exceeds its KPIs and the company exceeds its goals.

Customer Success 10

Customer Success Stakeholders Account Management Finance 10