Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

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

ProlifIQ

MAY 14, 2021

If you incorporate an innovative, account planning strategy into your routine, your chances of success go up tremendously. Let’s cover some of the approaches top sales teams take when taking on high-value accounts. First, Understand the Essentials of a Strong Account Planning Strategy.

Account Planning 52

Account Planning Innovation Stakeholders B2B 52

Sandler Training

JULY 14, 2021

Here are five powerful behaviors you can build into your account plan to support better, more profitable, and more loyal business relationships. The post From “Customer Service” to Customer Success: Five Powerful Behaviors that Build Loyalty appeared first on Sandler Training.

Customer Success 106

Customer Success Account Planning Profitability Client Relationships 106

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

Revegy

JULY 17, 2018

Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 4) Align Your Approach to Your Customer’s Goals with Strategy Maps.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

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

Upland

JUNE 15, 2023

You know that you need to find the best account planning software for your team. In this Guide this guide, we’ll walk you through some of the elements that make up a powerful account planning software – what it is, and isn’t. What does account planning technology do? But how do you do it?

Account Planning 195

Account Planning Software Software Organization 195

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

Upland

MARCH 13, 2023

Effective CRM systems, automation, and even things like account planning technologies have made sales forecasting more or less a daily activity, one that updates with the activity of your sales people. It is no longer about guesswork.

Prioritization 195

Prioritization Account Planning Sales Decision-making 195

SmartKarrot

MAY 30, 2023

Role: Customer Success Executive Location: London, England, United Kingdom (On-site) Organization: Space32 As a Customer Success Executive, you’ll be a crucial member of our commercial team, whose primary goals are to qualify leads and convert inquiries from businesses searching for full- or part-time office space.

Customer Success 19

Customer Success Emotional Intelligence Stakeholders Negotiation 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 Customer Experience 19

Upland

JULY 9, 2020

Instead, think about sales optimization strategy and account based strategy in order to align sales processes to customer journeys and help your customers capture value in every interaction. To do so, you’ll need to: Develop account management and portfolio plans. Bring everyone on the revenue team to the table.

Account Management 195

Account Management Management Account Planning Digitalization 195

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SmartKarrot

SEPTEMBER 19, 2022

Leads senior and experienced direct reports and colleagues while holding the team accountable to high standards and developmental goals; holds crew and self accountable to financial targets. Manage a portfolio of accounts with a focus on renewals and upsells conversations. Apply here: [link].

Customer Success 19

Customer Success Account Planning Retail Account Development 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

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

APRIL 5, 2023

Role: Customer Success Manager Location: Vancouver, BC, Canada (On-site) Organization: Optix As a Customer Success Manager, you’ll be helping potential and existing customers through a variety of channels, such as video calls, live chat, and email support, acting as a product specialist and responding to queries about products.

Customer Success 19

Customer Success Account Planning Customer Experience Leadership 19

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

SmartKarrot

MARCH 15, 2023

Role: Director, Customer Success Location: Houston, TX, United States (Remote) Organization: Innovapptive Inc As a Director of Customer Success, you’ll ensure great client happiness, adoption improvements, retention, and expansion, you should lead and manage the customer success team of strategic accounts.

Customer Success 19

Customer Success Key Account Management Account Planning Stakeholders 19

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

JANUARY 20, 2023

Role: Customer Success Lead Location: Remote, Switzerland Organization: Earny Switzerland As a Customer Success Lead, you will take charge of user requests & improve the payroll application and user experience. You will bring precise and fast answers to customers on all contact channels (emails, phone, etc).

Customer Success 19

Customer Success Onboarding Government Negotiation 19

SmartKarrot

FEBRUARY 17, 2023

Apply here: [link] Role: VP, Customer Success Location: United States (Remote) Organization: Jobvite As a VP of Customer Success, you’ll provide the business results and the customer success process. Drive the procedures and results of strategic account planning.

Customer Success 19

Customer Success Leadership Facilitation Account Planning 19

SmartKarrot

JANUARY 9, 2023

Role: Customer Success Manager Location: London, England, United Kingdom Organization: HiBob As a Customer Success Manager, you will build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions.

Customer Success 19

Customer Success Onboarding Account Planning Stakeholders 19

SmartKarrot

DECEMBER 2, 2022

Role: Customer Success Manager Location: Sydney, New South Wales, Australia (Hybrid) Organization: Jenkin Beattie As a Customer Success Manager, you will develop and manage key accounts achieving mutual goals whilst seeking growth within each account. Onboard and train new customers on the solution.

Customer Success 19

Customer Success Onboarding Account Planning Account Development 19

Upland

MARCH 29, 2023

This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning. This information is crucial for developing a comprehensive account plan that targets the right individuals and departments.

CRM 195

CRM Management Stakeholders Decision-making 195

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

DECEMBER 12, 2022

Role: Customer Success Manager Location: Sydney, New South Wales, Australia (On-site) Organization: Bryant Dental As a Customer Success Manager, you will enhance the customer experience and relationship through the development of team skills and processes, governing sales order management.

Customer Success 19

Customer Success Supply Chain Government Account Planning 19

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

NOVEMBER 16, 2022

Role: Associate Director, Customer Success Location: Canberra, Australian Capital Territory, Australia Organization: Datacom As an Associate Director of Customer Success, you will have a Customer Focus– this role is supporting a large, complex customer. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 19

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. Apply here: [link].

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 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

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 2, 2022

Role: SVP, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Cardlytics As an SVP of Customer Success, you will lead and scale an inclusive, world-class, multi-discipline services organization – driving vision, growth strategy, and execution. Apply here: [link].

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

SmartKarrot

MARCH 7, 2022

Role: Director, Customer Success Location: Remote, New York, NY, US Organization: Urbint As a Director of Customer Success, you will own the ultimate success of Urbint’s customer base; this includes seamless customer onboarding, project success, retention, and renewal.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 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