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

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? Questions to Ask: What new needs of customers could you meet?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

Arpedio

OCTOBER 30, 2023

Account-Based Selling: A Deep Dive with Lee Levitt and Ulrik Monberg Explore the ARPEDIO platform ← Back to blog In the ever-evolving world of enterprise sales, strategies and tools are constantly refined to meet the dynamic needs of businesses. He recalls a meeting with the CEO of a large insurance company.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 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

MAY 26, 2023

Relationship management is a fundamental concept that encompasses the strategies, practices, and techniques employed to cultivate and nurture connections with various stakeholders. Tailoring your communication style to match the preferences of your counterparts enhances understanding and facilitates smoother interactions. Let's talk!

Management 52

Management Stakeholders Prioritization Software 52

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. Relationship Mapping & Org Chart Manage internal and external relationships with key stakeholders.

Account Management 52

Account Management Software Software Management 52

Arpedio

MARCH 6, 2024

Rather than solely focusing on sales transactions, account management emphasizes building trust, understanding client needs, and delivering tailored solutions to drive long-term growth. Effective account management techniques are critical for businesses of all sizes and industries.

Account Management 52

Account Management Management Prioritization Client Relationships 52

DemandFarm

MAY 22, 2023

Is a key account manager the same as a sales manager? Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. They set measurable goals for their team, ensuring that the company meets its financial objectives.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Arpedio

OCTOBER 17, 2023

Implement technology and tools Leverage technology and tools that facilitate account management. In this ever-evolving business landscape, it’s the winners who will thrive, and your account management team can be your winning ticket. Account Management Build powerful account plans in Salesforce.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

Arpedio

MAY 23, 2023

Sales coaching can be conducted through regular meetings, role-playing exercises, feedback sessions, and performance evaluations. Start by centralizing your account and stakeholder data in Salesforce! It’s worth noting that unlike sales managers, sales coaches prioritize individual development over meeting targets.

Sales 52

Sales Account Management Stakeholders CRM 52

Arpedio

NOVEMBER 6, 2023

Sales automation software: The ultimate guide Explore the ARPEDIO platform ← Back to blog In today’s fast-paced business landscape, sales teams face numerous challenges in managing accounts, seizing opportunities, and nurturing relationships with stakeholders. Account Management Build powerful account plans in Salesforce.

Software 52

Software Software Sales Artificial Intelligence 52

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. Drive quarterly review meetings with key accounts together with various different team members.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

OnStrategyHQ

MAY 18, 2021

Follow Up Offsite Meeting: 2-4 hours. *To To access the worksheets under “Tools & Techniques” please refer to our Strategic Planning Kit for Dummies. OnStrategy is the leader in strategic planning and performance management. Measurable goals facilitate management planning, implementation, and control.

Organization 96

Organization Facilitation Small Business Marketing 96

SmartKarrot

MAY 19, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Keep regular meetings with key stakeholders & running Business Reviews.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 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. Handling the advertising budget of a customer and ensuring success.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 19

SmartKarrot

JANUARY 27, 2022

Role: Head of Customer Success Location: San Francisco, CA, US Organization: Fathom As a Head of Customer Success, you will manage and monitor the client-side of the implementation process, delivering best-in-class client service and meeting every milestone. Provide reporting on account progress and forecasts.

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. Handling the advertising budget of a customer and ensuring success.

Customer Success 15

Customer Success Advertising eCommerce Stakeholders 15

SmartKarrot

NOVEMBER 4, 2020

Apply here: [link] Role: Director of Customer Success Location: Oakland, California, United States Organization: Eko As a Director of Customer Success, you will establish trusted and productive relationships with key stakeholders at strategic accounts. Deliver customer reports illustrating Eko value delivery (e.g.

Customer Success 10

Customer Success Stakeholders Facilitation Account Planning 10

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

Lead the organization to consistently meet and exceed its efficiency metrics and net promoter score results. Participate as a stakeholder with Twistle’s marketing and product teams to represent clients especially when in reference to the Twistle platform and Looker. Seek out opportunities for client renewal and up-sell.

Customer Success 10

Customer Success Finance Innovation Facilitation 10

Louise Collins Associates

NOVEMBER 24, 2017

They are accountable for the delivery of the sales team actions against the account plan, in line with commercial goals. We often hear about sales meetings, or marketing brand jams, where silos within organisations get together and have some time to get to know each other a little better. What can you do next?

Leadership 52

Leadership Sales Leadership Key Account Management Account Management 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