Upland

FEBRUARY 3, 2023

Relationship mapping refers to the process of outlining the inner workings of an organization – the decision makers, influence, and political structure – to ascertain the path of least resistance to building meaningful relationships with stakeholders. What drives the relationship between two important stakeholders?

Account Strategy 195

Account Strategy Stakeholders B2B Decision-making 195

Upland

NOVEMBER 27, 2023

Before you strategize how you’re going to sell, therefore, you have to understand the organization you’re selling to. Most importantly, you’ll need to assess how import- ant this initiative is for the organization. The enemy might be an operational issue rooted in organization, process, culture, skill, or tech.

Account Planning 195

Account Planning Suppliers Decision-making Leadership 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. 1) Figure Out Who Matters with Relationship Maps.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

DemandFarm

APRIL 11, 2023

This requires having a clear understanding of the organization’s maturity level and discipline. Is the organization ready to adopt a digital approach to account planning, and does it have the discipline to use it effectively? How does one go about championing a change to Digital Key Account Management?

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

ProlifIQ

FEBRUARY 8, 2023

According to Gartner , the definition of customer success is as follows: “Customer success is a method for ensuring customers reach their desired outcomes when using an organization’s product or service. For example, the CRM can show the results of previous account plans and identify areas where improvements can be made.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

DemandFarm

MARCH 31, 2023

Karthik Nagendra-Chief Marketing Officer had a one-on-one chat with Andrew Collings – Head of Enterprise at Gearset where they discussed the changing landscape of B2B selling and shared insights on how organizations can adapt to this new environment. This provides structure to your organization’s interactions.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

ProlifIQ

FEBRUARY 23, 2023

This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Should we invite Nancy to our next meeting to cover that?”

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

ProlifIQ

FEBRUARY 27, 2023

Key Account Management is a strategic approach to managing a company’s relationships with its most valuable customers. Gartner calls it “ managing a mutually beneficial partnership between an organization and its most important customers.”

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

ProlifIQ

FEBRUARY 3, 2023

Eddie Hanson, Josh Gregg, and Erik Dunnigan broke down how they’re leading their organizations into the current climate with a mindset of hitting the revenue number. They shared how they’re structuring their teams, how their reps are being positioned to grow their largest accounts and the strategy they’re using to win more enterprise deals.

Account Planning 52

Account Planning Stakeholders Decision-making Sales 52

SBI

JULY 1, 2020

Now, with the economic uncertainties of 2020, sales teams of all sizes are desperate for a more strategic approach to building dependable and ongoing opportunities to optimize customer revenue in their most strategic accounts. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

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. 17:19 Designing and standardizing strategic account management. Time Stamps.

Account Management 130

Account Management Business Growth Management Account Planning 130

SBI

JULY 15, 2021

Your account team needs to have a common understand of an account or opportunity – the key stakeholders, their goals, and company objectives. This requires collaboration and a well-documented account plan. . Account Visibility = Agility. This also provides a better customer experience.

Procurement 57

Procurement Account Planning Sales Stakeholders 57

Hubspot Sales

MARCH 18, 2019

Despite the potential benefits of key account management to your bottom line, it's not a good fit for every organization. Before you go all-in on a key account strategy, consider the following points. How to Identify Key Accounts. Your organization needs an explicit, strict definition of key accounts.

Key Account Management 128

Key Account Management Account Management Management Account Strategy 128

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. Work-life balance: Promote a healthy work-life balance, ensuring that account managers can recharge and maintain well-being. Superior together.

Account Management 52

Account Management Management Client Relationships Emotional Intelligence 52

ProlifIQ

APRIL 5, 2023

Account Planning Best Practices Sales account planning is a critical aspect of any business that seeks to manage its customers effectively and generate more revenue. An action plan that outlines the sales account planning process is crucial for any company that wants to succeed.

Account Planning 52

Account Planning Value Proposition Account Management Key Account Management 52

OnStrategyHQ

DECEMBER 20, 2023

The Strategic Planning Process in 4 Steps To help you throughout our strategic planning framework, we have created a how-to guide on the basics of a strategic plan, which we will take you through step-by-step. Free Strategic Planning Guide What is Strategic Planning? Questions to Ask: Who is on your Planning Team?

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

ProlifIQ

NOVEMBER 15, 2022

Tier your top accounts and align with key account managers and sellers to decide if they’re who you should be pursuing as customers. Did recent economic news negatively impact that account? Has there been a leadership change along with shifting initiatives? Who are the key stakeholders in these sales organizations? .

Account Management 52

Account Management Stakeholders CRM Key Account Management 52

Arpedio

SEPTEMBER 25, 2023

Strategic planning: KAMs collaborate with key clients to develop strategic plans that align the client’s objectives with the offerings of their organization. Understanding these distinctions is crucial when defining roles within your organization and crafting a winning sales strategy. You won't regret it!

Key Account Management 52

Key Account Management Account Management Management Sales 52

SBI

OCTOBER 17, 2018

In this series, we ask Sales Tech Executives to describe how their solution can change a sales organization in a significant way. NANCY: WHAT ARE THE TOP 3 WAYS YOUR SOLUTION CHANGES THE GAME FOR A SALES ORGANIZATION? Everyone must invest in the program especially the management team, from senior leadership to line managers.

Stakeholders 55

Stakeholders Key Account Management Account Management Leadership 55

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.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 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. Good at learning new systems. Zendesk knowledge is a plus.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 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

OnStrategyHQ

MAY 18, 2021

A mark of a good strategic plan is one that is clear and focused (not too many goals and objectives ), as well as balanced – telling a strategy story about how your whole organization is linked and aligned to drive key performance indicators. Carry over goals from last planning period. Organization-wide strategies.

Organization 96

Organization Facilitation Small Business Marketing 96

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. Build and nurture relationships with key stakeholders to ensure alignment.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

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. Contributing to the EMEA CS Leadership team, helping us maintain a cohesive team who delivers the best-in-class results.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 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. Internal and external key stakeholder management.

Customer Success 19

Customer Success Onboarding Account Planning Account Development 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

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. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Supply Chain Government Account Planning 19

SmartKarrot

APRIL 15, 2022

Role: Vice President of Customer Success Location: Phoenix, AZ, US (Hybrid) Organization: Chime Technologies Inc. Lead Customer Success staff, activities and establish an overall vision and strategic plan. Present data, findings, results, and recommendations to leadership. Define & optimize the customer journey.

Customer Success 19

Customer Success Onboarding Negotiation Leadership 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 21, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Twingate As a Director of Customer Success, you will hire a team of talented customer success managers and leaders. Work closely with product leadership to help deliver roadmap feature requests across the entire customer base.

Customer Success 19

Customer Success Value Proposition Leadership Account Planning 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]. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 19

SmartKarrot

APRIL 8, 2022

Organization: BetterUp. As a VP of Customer Success, you will build and lead a world-class customer success organization for BetterUp Care. Collaborate with growth marketing and broader BetterUp leaders to unify all field-based account efforts and amplify outcomes. Organization: Athelas. Organization: GfK.

Customer Success 19

Customer Success Government Innovation Leadership 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. Good at learning new systems. Zendesk knowledge is a plus.

Customer Success 15

Customer Success Advertising eCommerce Stakeholders 15

SmartKarrot

SEPTEMBER 5, 2022

Role: Director of Client Success Location: San Diego, CA, US (On-site) Organization: Dassault Systèmes As a Director of Client Success, you will drive Customer satisfaction & advocacy prioritize, escalate and manage customer critical issues. Establish and maintain proactive communication with key customers and stakeholders.

Customer Success 19

Customer Success Onboarding Prioritization Facilitation 19

SmartKarrot

DECEMBER 10, 2021

Role: Director – Customer Success Location: Nashville, TN, US (On-site) Organization: Rain Instant Pay As a Director of Customer Success, you will support the growth of the organization by recruiting, hiring, training, and coaching top talent Customer Success Managers.

Customer Success 19

Customer Success Advertising Account Planning Stakeholders 19

Upland

JANUARY 26, 2023

This is where account-based selling really gets interesting. Account-Based Sales Takes a Revenue Team One of the top challenges organizations face in transitioning to an account-based sales model is the change in mindset necessary to succeed at account-based selling. The seller needs a revenue team.

Account Planning 195

Account Planning B2B Decision-making Acquisition 195