Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. Principles Behind Customer Success Strategies Customer success strategies are built on a proactive engagement model.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

DemandFarm

AUGUST 31, 2023

In the business world, customer success management is no longer an afterthought; it’s a necessity. Consensus across research confirms: retaining existing customers costs 5 to 25 times less than acquiring new ones. Success lies in a tailored, strategic approach to customer success management.

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

Arpedio

JUNE 20, 2023

Client Case study Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry Download full case study About The Case Study Due to pre-IPO considerations, the following case study has been anonymized to protect the identity of the company involved.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Brooks Group

JANUARY 9, 2025

Once the deal is won, the account manager continues to build a strategic relationship with the customerensuring theyre achieving the highest level of satisfaction and advising them on long-term growth strategies. Account managers keep customer service and customer success top of mind.

Account Management 87

Account Management Management Sales Account Growth 87

ProlifIQ

FEBRUARY 13, 2023

In fact, most Saas companies get the majority of their revenue from existing customers. Therefore, customer satisfaction should be a top priority for businesses. As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

ProlifIQ

FEBRUARY 8, 2023

QBRs and Salespeople: The Key to True Customer Success and Growth There are certain truths to life that cannot be disputed. A quarterly business review is typically an event that takes place over the span of a few days to a week where sellers and a customer success manager come together to align on all of their key accounts.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

SBI

JULY 1, 2020

Success requires streamlined, silo-shattering processes that highlight the optimal path to revenue and enable the right high-value activities to efficiently, predictably and strategically drive growth. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right. Collaborate Beyond Sales.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

Insightly

FEBRUARY 18, 2022

For instance, marketing and customer service can get better insight into the sales process when they see phone call frequency/notes, email chains, or in-person interactions (events or quick meetings) that the sales team conducts. Better yet, this data is shared across teams like sales and customer success for better communication.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

DemandFarm

JANUARY 12, 2025

Key Account Management (KAM) thrives on strong relationships, and there is no denying that. But it also demands precise account planning, strategic execution, data-driven decision-making, and seamless cross-functional collaboration. It shifts the focus from individual departmental objectives to collective success.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 52

Engage Selling

NOVEMBER 29, 2019

It was a very simple strategy of implementing an account plan when you didn’t have a sophisticated … Read More » I was working with a group of sales managers at a workshop a few weeks ago and one of them introduced this strategy.

Account Management 88

Account Management Management Account Planning Sales Management 88

ProlifIQ

APRIL 21, 2023

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

Xant

JUNE 16, 2021

There are several teams that work directly with sales—sales enablement, customer success, and marketing. The overall mission of each of these teams is to set up customers for long-term success. Tying them together can help to close communication gaps and ultimately lead to the success of the sales team.

CRM 105

CRM Sales Prioritization Decision-making 105

ProlifIQ

NOVEMBER 9, 2022

As a seller, this means you must also be consultative and understand not just your own product, but also the competitive landscape within each target account. This should include a customer relationship management (CRM) system, an account planning tool , sales engagement software, or a marketing automation tool.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

Brooks Group

OCTOBER 14, 2024

By thoroughly understanding the customer’s situation, sales professionals can offer more relevant and effective solutions. This increases the likelihood of customer success and satisfaction. Here are nine selling skills to enhance customer retention and loyalty: 1. Train on providing ongoing value between purchases.

Emotional Intelligence 60

Emotional Intelligence Negotiation Sales Training Construction 60

SBI

NOVEMBER 10, 2020

Ensure your sales, marketing, and customer success teams have a realistic view of the experience your buyers have today. Can you help them be successful? It has helped Genesys put customers at the center of their strategic plans, and now customers won’t even entertain conversations with competitors.

Account Planning 70

Account Planning Customer Experience Account Management Organization 70

DemandFarm

NOVEMBER 22, 2024

Insight : Predictive analytics help identify clients who are likely to renew or expand, letting account managers take proactive steps to strengthen these accounts before renewal cycles. This collaborative approach drives timely adjustments and bespoke solutions, aligning company offerings with client growth strategies.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Account Management Skills

AUGUST 24, 2021

Which customers are healthy, which customers are at risk? Do we have plans in place? I didn’t really communicate it to anybody. And now when I go back to the customer, I’m talking about things they don’t care about, right? So some of that is customer information.

Account Management 98

Account Management Management Account Planning Co-Creation 98

DemandFarm

MARCH 31, 2023

And I look back at it and just think, that was really rubbish.” – Andrew Collings It is no longer sufficient to rely on PowerPoint presentations or rely on static spreadsheets for your Key Account Management and Account Planning. This process is made more streamlined with the help of a digital tool for account planning.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

SmartKarrot

JULY 11, 2022

Role: Senior Customer Success Manager Location: Minnetonka, MN, US Organization: Sovos As a Senior Customer Success Manager, you will understand business priorities, technology landscape, and internal stakeholders. Conduct recurring business reviews with customers.

Customer Success 3

Customer Success Facilitation Stakeholders Account Planning 3

SmartKarrot

MARCH 25, 2022

Role: Customer Success Director Location: New York, NY, US Organization: Pacvue As a Customer Success Director, you will work with brands to identify business priorities and goals. Be an expert on Pacvue Commerce in order to show brands how Pacvue Commerce can empower them to achieve success.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

FEBRUARY 1, 2022

Role: VP of Customer Success Location: Remote, New York, United States Organization: Teampay As a VP of Customer Success, you will coach the team on strategies for building trusted advisor relationships. Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities.

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

SmartKarrot

MAY 18, 2022

Role: Senior Director, Customer Success Location: Remote, United States Organization: Coursera As a Senior Director of Customer Success, you will meet and exceed quarterly renewal bookings and revenue growth goals. Hire, develop and retain a team of high-performing Customer Success Managers.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

SmartKarrot

NOVEMBER 9, 2021

Role: Vice President of Customer Success Location: Palo Alto, CA, US (Hybrid) Organization: Spin Technology As a Vice President of Customer Success, you will lead the CSM team in driving user adoption, technical success, and long-term partnership with the customers.

Customer Success 19

Customer Success Account Planning Stakeholders Media 19

SmartKarrot

MARCH 30, 2023

Role: Senior Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Senior Customer Success Manager you’ll be focusing on a certain set of accounts and fostering and sustaining relationships with important stakeholders. Co-create new features with our internal teams.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 19

Arpedio

FEBRUARY 2, 2024

Enhanced Collaboration Across Teams ABS encourages seamless collaboration between sales, marketing, and customer success teams. When these departments align their efforts towards a common set of accounts, communication becomes more streamlined, leading to a cohesive and unified customer experience.

Account Planning 52

Account Planning Account Management Facilitation Stakeholders 52

Arpedio

NOVEMBER 20, 2023

The Results The implementation yielded profound results, transforming Genan’s operational landscape: Global team alignment A common language now unites global teams, enhancing communication and collaboration. Learn more Account Management Build powerful account plans in Salesforce. Superior together.

Innovation 52

Innovation Account Planning CRM Stakeholders 52

SmartKarrot

FEBRUARY 7, 2022

Role: Senior Customer Success Manager Location: New York, NY, US (Hybrid) Organization: Recapped As a Senior Customer Success Manager, you will be collaborating with Sales to successfully onboard new customers. Personally tailor workflows and templates for customers to leverage Recapped in new and exciting ways.

Customer Success 19

Customer Success Onboarding Account Planning Leadership 19

ProlifIQ

AUGUST 17, 2023

One such strategy gaining popularity among sales and customer success leaders is the “land and expand” approach. This method focuses on acquiring new customers while simultaneously nurturing existing accounts to drive expansion and increase company revenue.

Acquisition 52

Acquisition Customer Success Stakeholders Profitability 52

SmartKarrot

JANUARY 19, 2022

Role: Director of Customer Success Location: Nashville Metropolitan Area, US (Hybrid) Organization: LNCsearch As a Director of Customer Success, you will manage the workflow of the call center and ensure compliance with established benchmarks and standards. Function as the voice of the customer.

Customer Success 3

Customer Success Onboarding Performance Review Account Planning 3

SmartKarrot

APRIL 7, 2023

Own customer success, encompassing acquisition, use of the product, and retention. Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

Own customer success, encompassing acquisition, use of the product, and retention. Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

OCTOBER 19, 2022

Role: Head of Customer Success Location: San Francisco, CA, US Organization: Tread As a Head of Customer Success, you will be leading a team of Customer Success individuals. Setting Customer Success strategy and defining OKRs. Representing the voice of the customer in all of the interactions.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

SmartKarrot

NOVEMBER 17, 2022

Role: Head of Customer Success Location: Remote, United States Organization: Voxie As a Head of Customer Success, you will mentor and inspire a team of high-performing Customer Success Managers. Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth.

Customer Success 19

Customer Success Account Growth Customer Experience Account Planning 19

SmartKarrot

DECEMBER 1, 2021

Role: Head of Customer Success Location: Remote, United States Organization: Narrativ As a Head of Customer Success, you will build, manage, and coach a team of Customer Success Senior Directors, Directors, and/or managers including regular 1:1s, radical candor feedback in the moment, performance reviews, and career planning conversations.

Customer Success 19

Customer Success Retail Performance Review Client Relationships 19

SmartKarrot

JULY 29, 2022

Role: Customer Success Director Location: New York, NY, US (Hybrid) Organization: Constellation As a Customer Success Director, you will be building and cultivating relationships with existing and prospective clients in order to increase revenues. Identify upsell and cross-sell opportunities and communicates to AD.

Customer Success 19

Customer Success Onboarding Leadership CRM 19

SmartKarrot

MARCH 20, 2023

Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Sr. Customer Success Manager, you’ll control the strategic and enterprise accounts’ post-sales customer experiences, including onboarding, product adoption, customer relationships & advocacy, renewal/expansion, and so on.

Customer Success 19

Customer Success Finance Account Planning Onboarding 19

SmartKarrot

SEPTEMBER 5, 2022

Role: Director of Client Success Location: San Diego, CA, US (On-site) Organization: Dassault Systèmes As a Director of Client Success, you will drive Customer satisfaction & advocacy prioritize, escalate and manage customer critical issues. Assist sales in identifying growth opportunities or renewal risks.

Customer Success 19

Customer Success Onboarding Prioritization Facilitation 19