Upland

DECEMBER 14, 2021

In leading organizations, Slack is often the go-to tool for collaboration, and Salesforce is the book of record for everything customer relationship-related. Slack integration is included for Altify Account Manager and Opportunity Manager customers. However, customers do need to bring their own Slack licenses.

Account Planning 195

Account Planning Account Management Publishing Organization 195

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

Upland

JULY 10, 2023

Need to synchronize teams and engage with buyers at a trusted advisor level Uncoordinated efforts to gain a foothold within an account, or even worse, different sellers coming disparately to contacts within an account, can have a monumentally bad impact on your efforts to build trust and gain that coveted trusted advisor status with customers.

Decision-making 195

Decision-making B2B Account Planning Software 195

Upland

MARCH 29, 2023

And while what’s going on with your CRM software is undoubtedly important for your relationship management strategy, it’s about so much more than the data you collect – it’s about putting that data to use. This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning.

CRM 195

CRM Management Stakeholders Decision-making 195

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

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

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

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

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 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

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

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

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

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

SEPTEMBER 5, 2022

Establish strong relationships with BIOVIA R&D and Product management leadership to ensure customer needs are well represented. Recruit, develop and manage team of product experts who deliver high-quality customer support service to customers- Ensure technical software expertise to support products to appropriate levels.

Customer Success 19

Customer Success Onboarding Prioritization Facilitation 19

SmartKarrot

OCTOBER 25, 2021

Role: Director of Customer Success Location: Remote, United States Organization: SheerID As a Director of Customer Success, you will assess Customer Segmentation and make recommendations to ensure our customers’ success as well as the scalability of the customer success program at SheerID.

Customer Success 19

Customer Success Onboarding Account Planning Customer Experience 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

MAY 19, 2022

Apply here: [link] Role: Director of Customer Success Location: San Francisco, CA, US (Hybrid) Organization: Talentful As a Director of Customer Success, you will be responsible for all commercial goals within your portfolio. Manage a team of Customer Success Managers, enabling them to grow and achieve their targets.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 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

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 15

Customer Success Advertising eCommerce Stakeholders 15

SmartKarrot

SEPTEMBER 3, 2021

Role: Senior Customer Success Manager Location: Remote, Salt Lake City, UT, US Organization: Axon As a Senior Customer Success Manager, you will engage with your customers through regular calls, business reviews, and daily needs. Learn and share industry best practices in order to solve customer needs.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

SmartKarrot

AUGUST 26, 2021

Role: Customer Success Director Location: Remote, Austin, Texas Metropolitan Area, US Organization: SpyCloud As a Customer Success Director, you will maintain solid industry knowledge and a comprehensive understanding of SpyCloud products and services. Identify creative solutions for strategic accounts.

Customer Success 19

Customer Success Value Proposition Account Planning Onboarding 19

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

DemandFarm

MARCH 31, 2023

All of our customers are Salesforce users. I didn’t want to add to the tech stack and have other random bits of software outside of that,” – Andrew Collings. Challenges in Shifting to Digital Key Account Management Shifting to Digital Key Account Management also comes with its fair share of challenges.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

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

SBI

MARCH 6, 2019

Strikedeck Announces the Industry’s First Self-Service Customer Success Platform. New Edition of the Award-Winning Strikedeck Customer Success Solution Delivers Best-in-Class Practices and Management with Rapid Time-to-Value. Strikedeck Blitz is the only 100% self-service Customer Success solution available today.

Customer Success 25

Customer Success e-Learning Account Planning Customer Experience 25

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

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

SmartKarrot

JULY 1, 2021

Partner with internal product and marketing executives to develop and implement strategies to enhance the customer experience and enable the voice of the customer and expansion programs. Own the success of customers, including onboarding, product adoption, retention and growth.

Customer Success 10

Customer Success Account Planning Customer Experience Stakeholders 10

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 Stakeholders Customer Success Profitability 52

KAMCast

NOVEMBER 26, 2020

So, with so many quotes by smart people to remind us of the importance of proper preparation and planning to avoid poor performance…WHY do most account plans simply NOT WORK? Perhaps the answer is simple and it is because most account plans are just too complicated! Perhaps some team members don’t even bother.

Account Planning 52

Account Planning Key Account Management Account Management Meetings 52

SmartKarrot

APRIL 21, 2021

Role: Director of Customer Success Location: Remote, Greenville, SC, US Organization: CIMcloud by Website Pipeline As a Director of Customer Success, you will set the vision for Customer Operations and motivate a team of high performers to achieve their goals. Maintain a high level of customer satisfaction.

Customer Success 10

Customer Success Negotiation Leadership Account Planning 10

SmartKarrot

JUNE 17, 2021

Role: Senior Director, Customer Success Location: New York, NY, US Organization: Arcadia As a Senior Director of Customer Success, you will deliver a best-in-class customer support experience across all customer segments resulting in increased retention.

Customer Success 10

Customer Success B2C eCommerce Leadership 10

SmartKarrot

JUNE 16, 2021

Role: Customer Success Director Location: Waltham, MA, US Organization: Evolv Technology As a Customer Success Director, you will attract, hire, coach, and retain the highest quality customer success managers. customer-centric?support integral to the customer success journey.

Customer Success 10

Customer Success Facilitation Account Planning Customer Experience 10

SmartKarrot

AUGUST 13, 2021

Role: Director of Customer Success Location: Remote, United Kingdom Organization: Founder and Lightning As a Director of Customer Success, you will be the main point of contact for commercial negotiations and escalation point for client issues. Become a trusted advisor and advocate for customers’ executive sponsor(s).

Customer Success 10

Customer Success Onboarding Negotiation Customer Experience 10

SBI

MAY 16, 2019

Company Celebrates Two Industry Awards, Announces Major Product Releases, and Opens Inaugural Sales Enablement Customer Roadshow Series. May 16, 2019 9:14 AM EDT- Upland Software, Inc. The Association of Proposal Management Professionals® (APMP) recently named Upland Software as Vendor of the Year. About Upland Software.

Software 22

Software Software Account Planning Innovation 22

SmartKarrot

JULY 27, 2020

Work cross-functionally with your team members to ensure alignment with customer objectives.CSM team plays a crucial role in engaging with customers to ensure fast adoption/ROI, achieve key success metrics/outcomes, share product roadmap plans and conduct regular business reviews. Apply here: [link].

Customer Success 10

Customer Success Value Proposition Account Planning Stakeholders 10