ProlifIQ

FEBRUARY 23, 2023

Talk Track: “Typically, folks on the sales side or operations front want to understand how our native account planning solution will impact their sales process, Salesforce adoption, account penetration, and more. We leverage our leadership team to connect with their peers in the other organization to bring them up to speed.

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

Sales Latitude

AUGUST 2, 2018

Do Thorough and Proactive Account Planning. To do proper account planning , you need to do all of the above and think three years out. Account planning should evolve the more information you gain and not be a “one and done” activity at the beginning of the year. Help Your Leadership Team to Help You.

Account Planning 76

Account Planning Sales Facilitation Leadership 76

Louise Collins Associates

NOVEMBER 24, 2017

My observation across multiple organisations is that KAM often lacks the leadership required to make it work. In most organisations KAM sits within the sales directorate and the responsibility for leading key account teams sits with the first line sales manager. Are there metrics in place to facilitate cross functional working?

Leadership 52

Leadership Sales Leadership Key Account Management Account Management 52

SBI

JULY 1, 2020

Organizations that understand the true value of account planning, identify untapped revenue potential while delivering strategic customer value. 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

Arpedio

OCTOBER 17, 2023

Leadership and team management in account management Effective leadership and team management play a pivotal role in the success of an account management team. Implement technology and tools Leverage technology and tools that facilitate account management. Superior together. Enhance forecast accuracy.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

OnStrategyHQ

DECEMBER 20, 2023

To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Questions to Ask: Who is on your Planning Team? What senior leadership members and key stakeholders are included?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

The Chapman Group

AUGUST 23, 2020

The most significant advantages of the title of SAM (Strategic Account Manager) often include: Appropriating a clearer title and level of empowerment (may also include higher grade level positioning) to establish and maintain senior level account relationships within their accounts, as well as enable internal initiatives.

Account Management 78

Account Management Management Value Proposition Account Planning 78

Cosawi

FEBRUARY 27, 2023

Taking this approach optimizes the engagement between the strategic account manager and marketing in this co-orchestration of the account plan. awareness marketing”) packaged as account-based marketing. So how can SAM and ABM help to create this harmonious dance to become co-orchestrators of the account plan?

Marketing 52

Marketing Suppliers Investors Account Planning 52

Mike Kunkle

OCTOBER 24, 2021

It’s a cruel twist of fate for senior sales and revenue leaders that as the year barrels toward a close with urgency to maximize the remaining time, that strategic and tactical planning for the next year must happen at the same time. Five Questions That Will Help You Plan for Impact. Collaborate Cross-Functionally.

Sales 130

Sales Prioritization Sales Analytics Sales Training 130

SmartKarrot

FEBRUARY 17, 2023

Drive the procedures and results of strategic account planning. All client operations functions are operationally managed in order to satisfy clients and carry out the client plan for the business. Team leadership, resource allocation, spending limits, procedures, and accountabilities.

Customer Success 19

Customer Success Leadership Facilitation Account Planning 19

SmartKarrot

FEBRUARY 17, 2023

Drive the procedures and results of strategic account planning. All client operations functions are operationally managed in order to satisfy clients and carry out the client plan for the business. Team leadership, resource allocation, spending limits, procedures, and accountabilities.

Customer Success 19

Customer Success Leadership Facilitation Account Planning 19

OnStrategyHQ

MAY 18, 2021

Executive Team Planning Team. Leadership Offsite: 1 – 2 days. Positive long-term results rely on defining the competencies needed to maintain market leadership and maximizing the effectiveness of those internal systems. Measurable goals facilitate management planning, implementation, and control.

Organization 96

Organization Facilitation Small Business Marketing 96

SmartKarrot

MAY 18, 2022

Contributing to the EMEA CS Leadership team, helping us maintain a cohesive team who delivers the best-in-class results. Develop & maintain Key Account Plans supported by regular onsite customer reviews. Develop and maintain long-term relationships with stakeholders in your account portfolio.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 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. Direct the customer success teams with visible, daily business leadership.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 19

SmartKarrot

NOVEMBER 30, 2022

Role: Director of Customer Success Location: Troy, MI, United States (Hybrid) Organization: ViziRecruiter As a Director of Customer Success, you will analyze and review account metrics to determine performance status and opportunities. Prepare regular account plans with key objectives using key account metrics.

Customer Success 19

Customer Success Onboarding Facilitation 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. Day-to-day management and development of the team and facilitate sharing or information and knowledge transfer.

Customer Success 19

Customer Success Onboarding Prioritization Facilitation 19

SmartKarrot

JANUARY 27, 2022

Apply here: [link] Role: Customer Success Manager Location: Remote, United States Organization: Hummingbird As a Customer Success Manager, you will facilitate the adoption, optimization, and integration of Hummingbird with the customers’ related systems and data sources.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 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. Direct the customer success teams with visible, daily business leadership.

Customer Success 15

Customer Success Advertising eCommerce Stakeholders 15

Account Manager Tips

JULY 28, 2020

Chapters 00:00 Introduction 01:21 Why changing mindset towards account management was the biggest obstacle. 03:53 Why you need to keep account plans simple. 09:03 Account plans are the evidence of the value you create for your clients. 09:49 Should you share account plans with clients?

Account Management 130

Account Management Management Account Planning Organization 130

SmartKarrot

JULY 15, 2021

Role: Vice President of Customer Success Location: New York, NY, US Organization: 24 Seven Talent As a Vice President of Customer Success, you will work closely with the executive leadership team to develop and execute growth strategies for a subscription business. Focus on key SaaS revenue goals.

Customer Success 10

Customer Success Customer Life Cycle Onboarding Performance Review 10

SmartKarrot

JUNE 16, 2021

Define and drive the ideal customer experience in close partnership with senior leadership across Services, Product, Marketing and Sales. Partner with Account Managers to facilitate successful renewals of customers. Serve as trusted technical advisor to clients and a facilitator of additional Teradata SMEs and functions.

Customer Success 10

Customer Success Facilitation Account Planning Customer Experience 10

Arpedio

OCTOBER 30, 2023

On a recent episode of the “Thoughts on Selling” podcast, host Lee Levitt sat down with Ulrik Monberg, CEO of ARPEDIO, to delve deep into the realm of account-based selling. In this episode, Lee interviews Ulrik Monberg , Founder and CEO of ARPEDIO, to explore the keys to success in Account-Based Selling.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52

SmartKarrot

JUNE 22, 2021

Role: Customer Success Director Location: Remote, United States Organization: Terminal As a Customer Success Director, you will lead client relationships to facilitate seamless onboarding, ensuring strong relationships and alignment of expectations through the entire customer lifecycle.

Customer Success 10

Customer Success Acquisition Client Relationships Facilitation 10

SmartKarrot

DECEMBER 11, 2020

Develop and maintain a clear understanding of the organizational and leadership structure of client organizations to serve as an asset for escalation, expansion, analytics, marketing or finance, engineering, support. Work with the Customer Support, Sales, and Product teams to facilitate a seamless customer onboarding process.

Customer Success 10

Customer Success Finance Innovation Facilitation 10

Arpedio

MARCH 18, 2024

The Basics of Account Mapping At its core, account mapping facilitates a detailed understanding of a client’s organizational structure. Streamlining Sales Processes Through Account Visualization As visual beings, our capacity to comprehend and interact with information is exponentially higher when presented graphically.

B2B 52

B2B Stakeholders Sales Decision-making 52

Account Management Skills

MARCH 20, 2023

If you are really fully focused in that, you can not then do the more strategic elements, looking at the bigger picture and having that time to meaningfully build account plans and growth plans and write proposals to focus on opportunities or to prepare quarterly business reviews, or the needs of the client. So that’s it.

Digitalization 52

Digitalization Account Management Decision-making Management 52