Arpedio

DECEMBER 19, 2023

Onboarding specialists : Focus on ensuring a smooth transition for new clients, helping them get started with the company’s offerings. These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client. Ready streamline your account planning?

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Arpedio

JANUARY 9, 2024

Ready to streamline your account planning? Try ARPEDIO's Account Planning tool. Metrics and KPIs guide Account Managers in allocating resources effectively, ensuring that efforts are focused on activities that yield the highest return on investment and contribute to overall account success. Let's talk!

Account Management 52

Account Management Management Client Relationships Account Planning 52

Sales Outcomes

OCTOBER 17, 2022

Sales playbooks also accelerate the onboarding of new hires and provide a framework for sales managers to accelerate pipeline quality and advance deals to closure through coaching. Alas, two things are never “finished” in sales – account plans and playbooks.

Value Proposition 52

Value Proposition Sales Onboarding Account Planning 52

SalesPop

MAY 7, 2021

We’ve thoroughly covered many factors of account planning, such as setting goals and targets. But at the end of the day, account planning naturally evolves into creating a project, which falls into the realm of project management. Then there’s the time involved—it will probably require 8 meetings.

Account Management 98

Account Management Management Innovation Account Planning 98

Arpedio

JUNE 20, 2023

The Customer Success team struggled to find a tool that could meet the issues they were facing. Prev Previous post How Eagle Eye Achieved 4X Faster Employee Onboarding #1 Account-Based Selling Platform Powerful alone. Assess client health based on their own customized best practices. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Deep Insight

JANUARY 28, 2020

Onboarding. The first phase in our approach is ‘Onboarding’ the organisation; The very first step is to secure the buy-in from the senior leadership team to the journey that they are about to embark on. The second step is to onboard the rest of the organisation, primarily the sales and account teams.

Onboarding 52

Onboarding Leadership Account Management Account Planning 52

Openview

MAY 11, 2018

They follow a structured and rigorous process that mitigates subjectivity by creating a set of mandatory hiring criteria all candidates are required to meet to be considered for the position. Clients who have invested in onboarding programs that offer a hands-on approach experience the strongest return on investment.

Artificial Intelligence 90

Artificial Intelligence Onboarding Sales Profitability 90

Sales Outcomes

APRIL 19, 2021

Sales playbooks help onboard new hires and provide a framework for sales managers to accelerate pipeline quality and advance deals to closure through coaching. Alas, two things are never “finished” in sales – account plans and playbooks. Ideal Customer Profile. Solution Value Proposition.

Value Proposition 52

Value Proposition Sales Account Planning Onboarding 52

Arpedio

JANUARY 5, 2024

Key Responsibilities of Account Managers Account managers are entrusted with a variety of responsibilities that collectively aim to fortify the client-agency relationship. The amalgamation of account management and customer success shapes a customer-centric culture that resonates throughout the organization.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Hubspot Sales

MARCH 18, 2019

These accounts make up the majority of the business' income. To turn buyers into business partners, a key account manager (KAM) typically provides dedicated resources, unique offers, and periodic meetings. As professional services firm BTS points out , key account programs often lead to increased costs and lower margins.

Key Account Management 125

Key Account Management Account Management Management Account Strategy 125

Arpedio

AUGUST 22, 2023

This segmentation, very much in line with the principles of account-based selling , allows you to allocate resources, time, and effort effectively, ensuring you focus on the accounts that hold the most value for your business. When you have a wide understanding like this, you can confidently meet client needs with more certainty.

Key Account Management 52

Key Account Management Account Management Management Onboarding 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

Insightly

FEBRUARY 18, 2022

In one of DoubleCheck’s recent new win/loss program client onboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . Insightly’s Account Plan feature is a great way to set the vision for your SCV.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

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

Arpedio

MAY 23, 2023

Sales coaching can be conducted through regular meetings, role-playing exercises, feedback sessions, and performance evaluations. Therefore, a sales coach’ most important job is to empower sales reps to believe that they can grow, contribute to team success, and take accountability for their performance.

Sales 52

Sales Account Management Stakeholders CRM 52

Account Management Skills

AUGUST 24, 2021

And are we helping them to meet them? So we’re not meeting the full potential. And those are all symptomatic of the issue that we’re not doing a good job ourselves of managing our accounts. And sometimes I meet account managers who their business structure is against them. Jenny 07:44. Jenny 11:15.

Account Management 98

Account Management Management Account Planning Co-Creation 98

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. Apply here: [link].

Customer Success 19

Customer Success Onboarding Account Planning Account Development 19

SmartKarrot

FEBRUARY 1, 2022

Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities. Own metrics related to the successful onboarding, retention, and growth of Teampay customers. Being the main point of contact between the company and your portfolio of named accounts.

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

SmartKarrot

MARCH 29, 2023

To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering. Assistance with customer onboarding and training to encourage adoption. Create and carry out account plans with an emphasis on boosting product uptake and opening up new value channels.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 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. Deliver key success metrics such as NPS and Net Recurring Revenue.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

NOVEMBER 30, 2022

Establish and nurture relationships with key contacts in critical fleet accounts and coordinate the involvement of internal groups, including sales, marketing, and channel management, to address concerns and meet fleet expectations. Conduct check-in calls, meetings, and various touchpoints with partners. Apply here: [link].

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 19

Arpedio

MARCH 26, 2024

Post-Sales Strategy: Involves activities and processes that occur after the sale, such as customer onboarding, support, and relationship management , aimed at ensuring customer satisfaction and retention. Utilizing Account-Based Selling Tools: Invest in account-based selling tools , such as ARPEDIO.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

SmartKarrot

MARCH 25, 2022

Collaborate with the Pacvue Training and Education team to build out the content for product onboarding and education. Own the client relationships and provide tactical support for strategic accounts. Complete customer account plans while maintaining customer satisfaction ratings that meet company standards.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

JULY 29, 2022

Create the best SaaS customer experience across onboarding, support, and customer management. Maintain Service oversight and establish relationships with key contacts in assigned customer accounts. Collaborate with Sales and AD to onboard new clients and ensure a positive onboarding experience. Apply here: [link].

Customer Success 19

Customer Success Onboarding Leadership CRM 19

SmartKarrot

MARCH 20, 2023

Customer Success Manager, you’ll control the strategic and enterprise accounts’ post-sales customer experiences, including onboarding, product adoption, customer relationships & advocacy, renewal/expansion, and so on. Help the team build measurable, actionable account plans.

Customer Success 19

Customer Success Finance Account Planning Customer Experience 19

SmartKarrot

APRIL 15, 2022

Partner closely with Manage, hire, develop and onboard a team of strategic account executives to serve the needs of the customers and business. Plan, schedule and oversee key client communication points. Onboard new clients (post-sales) deliver best practice client training and ensure strong levels of client satisfaction.

Customer Success 19

Customer Success Onboarding Negotiation Leadership 19

SmartKarrot

SEPTEMBER 19, 2022

Apply here: [link] Role: Customer Success Manager Location: New York, NY, US Organization: HiBob As a Customer Success Manager, you will implement the onboarding of each of your clients (Mid-market and enterprise). Manage a portfolio of accounts with a focus on renewals and upsells conversations.

Customer Success 19

Customer Success Account Planning Retail Account Development 19

SmartKarrot

MARCH 29, 2023

To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering. Assistance with customer onboarding and training to encourage adoption. Create and carry out account plans with an emphasis on boosting product uptake and opening up new value channels.

Customer Success 15

Customer Success Stakeholders Onboarding Client Relationships 15

DemandFarm

JUNE 3, 2024

We’ve paid close attention to factors of critical importance in the strategic account management space, like the ease of use, customizability, 2 way sync with your CRM, and quality of support. DemandFarm DemandFarm is a robust, comprehensive solution for managing your key account portfolio. and the CRM? Prolifiq.ai

Account Planning 52

Account Planning Key Account Management Account Management Onboarding 52

SmartKarrot

SEPTEMBER 3, 2021

Execute the onboarding and implementation of customer data, while ensuring milestones and timelines are achieved. Proactively address gaps in product adoption and work with customers in order to achieve account health. Work with customers to discover and understand their needs to help them develop a tailored Restocq onboarding process.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

SmartKarrot

DECEMBER 17, 2021

Oversee the creation and direction of training materials that can be used to supplement customer onboarding and ongoing customer support. Provide feedback and input to the product teams to help guide the development to meet current customer needs. Identify opportunities for account growth within your managed accounts.

Customer Success 19

Customer Success Onboarding Account Growth Account Planning 19

SmartKarrot

NOVEMBER 16, 2021

Onboarding, Training, Customer Support, User Advocacy for Global Clients. Travel may be required (when possible), whether this is to engage in customer meetings or speak at international events and conferences. Work closely with the senior team to run efficient handover and kick-off meetings. usage, satisfaction, etc.).

Customer Success 19

Customer Success Onboarding Account Planning Business Growth 19

SmartKarrot

MARCH 29, 2022

Proactively and intentionally drive customer health including utilization and ROI across Grand Rounds services to meet customer expectations and contractual commitments. Set up new Account relationships appropriately within the pre-sales lifecycle stage. Achieve business results to ensure customer renewals and accelerate expansions.

Customer Success 19

Customer Success Transportation Client Relationships Stakeholders 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. HR Mgmt: Hire and onboarding processes. Executive Team and Strategic Director.

Organization 96

Organization Facilitation Small Business Marketing 96

SmartKarrot

NOVEMBER 16, 2022

You’ll build a long-term trust-based relationship, ensuring to develop and execute a strategic account plan that is aligned with the value of the client and company. Have a Growth Focus – setting a vision and associate plan for the development of a strong, growing, and profitable customer account.

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 19

SmartKarrot

JANUARY 21, 2022

Create and execute a talent strategy that recruits, onboards, and develops diverse talent. Represent Customer Success at leadership and executive meetings to deliver an organization value proposition to drive new business and positive outcomes. Develop a differentiated and multi-channel customer journey across the client lifecycle.

Customer Success 19

Customer Success Value Proposition Leadership Account Planning 19

SmartKarrot

MAY 19, 2022

Lead pitches to cross-sell and upsell new channels and features that meet client needs to achieve client KPIs. Oversee client onboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects. Keep regular meetings with key stakeholders & running Business Reviews.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19