DemandFarm

MAY 22, 2023

By working together, they can develop strategies and plans to cater to the needs of both new and existing clients, ensuring a seamless customer experience throughout the sales cycle. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

SmartKarrot

NOVEMBER 30, 2022

Role: Customer Success Manager Location: Remote, Canada Organization: Deeded As a Customer Success Manager, you will onboard new partners to the platform. Prepare regular account plans with key objectives using key account metrics. Assist in onboarding new customers. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 19

SmartKarrot

SEPTEMBER 5, 2022

Day-to-day management and development of the team and facilitate sharing or information and knowledge transfer. Work closely with the Technical Integration Manager to guide customers through onboarding and integration. Proactively identify risk and work with account team to develop and execute risk mitigation plans.

Customer Success 19

Customer Success Onboarding Prioritization Facilitation 19

Arpedio

MAY 23, 2023

Now, you might wonder if all this talk about sales coaching even concerns you: Your sales reps have already completed their onboarding and initial training, so what’s the point of spending more time and effort on additional sales coaching? Why is Sales Coaching Important? Ready to elevate your sales coaching game?

Sales 52

Sales Account Management Stakeholders CRM 52

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. Conduct quarterly customer “health checks” and effectively onboard new clients.

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. Conduct quarterly customer “health checks” and effectively onboard new clients.

Customer Success 19

Customer Success Leadership Facilitation Account Planning 19

OnStrategyHQ

MAY 18, 2021

HR Mgmt: Hire and onboarding processes. Org-Wide Goals and Measures — Once you have formulated your strategic objectives, you should translate them into goals and measures that can be clearly communicated to your planning team (team leaders and/or team members). Your strategy meetings should easily facilitate this process.

Organization 96

Organization Facilitation Small Business Marketing 96

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. Identify opportunities for account growth within your managed accounts.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

SmartKarrot

MAY 19, 2022

Oversee client onboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects. Client Training (facilitating educational programs) in sales and trading to support knowledge and advocacy of the MediaMath platform.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

SmartKarrot

JANUARY 15, 2021

Manage team development, cultivate individual talents, and build strong relationships that facilitate team success. Define and manage the onboarding, expansion, and retention strategy for the customers. Take ownership of new accounts and manage their onboarding. Build, own, and execute client success and engagement plans.

Customer Success 10

Customer Success Onboarding Account Planning Facilitation 10

SBI

JANUARY 29, 2020

The company’s fast-growing Retirement Division uses Allego to help train new employees, facilitate the sharing of new ideas and best practices from top sellers, and utilize all of this content for direct marketing to advisors—all in the flow of the team’s daily work. Account Planning. Account Planning.

Account Planning 26

Account Planning Sales Digital Transformation Stakeholders 26

SmartKarrot

AUGUST 18, 2020

Develop and execute customer success plans to drive adoption and maximize a customer’s ROI on their investment in Planview Apply here: [link] Role: Customer Success Manager Location: Chicago, Illinois, US Organization: Relativity The Customer Success Manager is responsible for understanding the business goals and needs of their assigned accounts.

Customer Success 10

Customer Success Finance Onboarding Facilitation 10

SmartKarrot

JULY 15, 2021

Apply here: [link] Role: Director of Customer Success Location: Remote, San Francisco, CA, US Organization: Victorious As a Director of Customer Success, you will be leading the creation of tools, processes, and tracking to enable seamless onboardings, renewals, and extensions.

Customer Success 10

Customer Success Customer Life Cycle Onboarding Performance Review 10

SmartKarrot

APRIL 15, 2021

Maintain status as a product Subject Matter Expert and to facilitate a pathway to any needed resource. Drive seamless onboarding processes and work cross-functionally with our sales, product and engineering teams to proactively manage each customer’s successful deployment.

Customer Success 10

Customer Success Onboarding Key Account Management Facilitation 10

SmartKarrot

JULY 21, 2020

Serve as primary post-onboarding point of contact for customers throughout their partnership with inMotionNow.Build and nurture relationships with the customers and create awareness of new product features relevant to the customers’ business goals, workflows and usage of the application.

Customer Success 10

Customer Success Client Relationships Onboarding Account Growth 10

SmartKarrot

AUGUST 28, 2020

The mission of this role is to service their most critical business customers by facilitating adoption, best practice and growth, through onboarding and account management. Manage relationships with the business customers, partnering with solutions engineers to provide technical expertise and identify expansion opportunities.

Customer Success 10

Customer Success Negotiation Facilitation Account Planning 10

SmartKarrot

JUNE 16, 2021

Apply here: [link] Role: Customer Success Manager Location: The Home, England, United Kingdom Organization: SAI Global As a Customer Success Manager, you will ensure proper delivery, onboarding and adoption of products and services and conduct ongoing operational reviews.

Customer Success 10

Customer Success Facilitation Account Planning Customer Experience 10

SmartKarrot

DECEMBER 30, 2020

Develop and implement strategic customer account plans to accommodate corporate goals. Facilitating and managing the customer onboarding process, from start to finish ensuring customers feel suitably educated and empowered to utilize the full range of benefits of the system.

Customer Success 10

Customer Success Energy and Utilities Negotiation Facilitation 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

NOVEMBER 4, 2020

Apply here: [link] Role: Customer Success Manager Location: London, GB, UK Organization: Signal AI As a Customer Success Manager, you will be responsible for driving the adoption of Signal within assigned accounts through a continuous increase in value leading to renewal, up-sell, and potential for new business.

Customer Success 10

Customer Success Stakeholders Facilitation Account Planning 10

SmartKarrot

MARCH 5, 2021

Serve with other departmental management to facilitate relationships among members of these various departments and locations in order to achieve Okta’s goals and objectives. Helping the team to successfully onboard new clients and build capabilities to help clients implement Busuu in their organization.

Customer Success 10

Customer Success Facilitation Account Planning Communication 10

SmartKarrot

DECEMBER 11, 2020

Work with the Customer Support, Sales, and Product teams to facilitate a seamless customer onboarding process. Developing and executing on account plans to drive adoption and ROI for our customers. Seek out opportunities for client renewal and up-sell. Deliver training for new customers.

Customer Success 10

Customer Success Finance Innovation Facilitation 10

SmartKarrot

JULY 11, 2022

Develop and facilitate Customer Engagement Plans, including coordinating resources for training and projects to improve adoption. Facilitate escalation management and issue resolution. Manage a portfolio of accounts with a focus on renewals and up-sell conversations.

Customer Success 3

Customer Success Facilitation Stakeholders Account Planning 3

SmartKarrot

OCTOBER 1, 2022

Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential. Project manage client onboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects. Lead complex customer onboarding projects.

Customer Success 3

Customer Success Logistics Client Onboarding Onboarding 3

SmartKarrot

JANUARY 3, 2022

Onboard customers with tailored pieces of training based on customer needs. Ensure customers have a smooth onboarding and implementation phase. Work with your account teams to plan and execute long-term account plans to facilitate retention and growth via product and new business unit expansion.

Customer Success 3

Customer Success Customer Life Cycle Value Proposition Onboarding 3

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