ProlifIQ

FEBRUARY 13, 2023

As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve. When customers have a positive onboarding experience, they are more likely to adopt the product effectively, continue using it over the long term, and refer others.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

ProlifIQ

OCTOBER 4, 2023

Should you sell software, how fast are teams trained and onboarded? Account Planning: The Heart of Your Strategy The Role of Account Planning Account planning is where your strategy takes shape. Who are the stakeholders internally you’re going to work closely with? Certain industries?

Account Management 52

Account Management Management Account Planning Key Account Management 52

Strategic Account Management Association

OCTOBER 14, 2021

A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools. A Generic Complex Mega-Strategic Account.

Account Planning 520

Account Planning CRM Account Management Decision-making 520

Arpedio

JUNE 20, 2023

ARPEDIO Account Management ARPEDIO Relationship Mapping Solutions Used ARPEDIO Account Management ARPEDIO Relationship Mapping The Results 0 % agree that the implementation of ARPEDIO has resulted in a substantial increase in the availability of information across departments, and time spent searching for information has decreased.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 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

ProlifIQ

FEBRUARY 27, 2023

Minimizing customer churn When prioritizing key accounts, a seller can proactively address any potential issues that may lead to client churn. It’s important to track the sentiment key stakeholders hold inside a key account. Try mapping out the key stakeholders inside a top account and tracking their sentiment.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Arpedio

DECEMBER 19, 2023

Onboarding specialists : Focus on ensuring a smooth transition for new clients, helping them get started with the company’s offerings. Ready streamline your account planning? Try ARPEDIO's Account Planning tool. Account Management Build powerful account plans in Salesforce. Let's talk!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

Onboarding specialists : Focus on ensuring a smooth transition for new clients, helping them get started with the company’s offerings. Ready streamline your account planning? Try ARPEDIO's Account Planning tool. Account Management Build powerful account plans in Salesforce. Let's talk!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

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. Regularly engage with key stakeholders, listen to their feedback, and provide updates on your progress.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

Hubspot Sales

MARCH 18, 2019

A KAM needs leadership abilities to guide her team members (which might include a salesperson, marketer, technical support, implementation and/or onboarding specialist). Key account programs have a lot of moving parts. Key Account Manager Job Description. Company name] is looking for a key account manager. Relationships.

Key Account Management 125

Key Account Management Account Management Management Account Strategy 125

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. Account management tends to engage in negotiation-oriented dialogue, driven by the impetus of strategic opportunity development.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

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

Arpedio

APRIL 27, 2023

This can include onboarding materials, sales methodology training, and products training. ARPEDIO’s account-based selling platform can help sales teams do just that by providing them with a comprehensive view of their accounts and enabling them to tailor their approach to each customer’s unique needs and preferences.

Sales 52

Sales Software Software Sales Training 52

SmartKarrot

OCTOBER 19, 2022

Building a Customer Success organization that supports customers from onboarding through renewal. Creating best-in-class processes for onboarding, training, support, engagement, and business reviews. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 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? Start by centralizing your account and stakeholder data in Salesforce! Let's talk!

Sales 52

Sales Account Management Stakeholders CRM 52

SmartKarrot

NOVEMBER 2, 2022

Be the voice of the customer, driving proactive cross-functional alignment and collaboration internally with key stakeholders in Sales, Product, Engineering, and Finance. Work closely with Creator IQ’s Sales, Enablement, Customer Support, and Product teams to ensure successful customer onboarding and launch of contracted services.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 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

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

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

SmartKarrot

MAY 30, 2023

You will form close ties with important users and stakeholders in this capacity, manage a number of accounts across EMEA, and develop and carry out growth plans. As time goes on, we will teach you how to onboard new clients so they get the most out of their investment in our software solution.

Customer Success 19

Customer Success Emotional Intelligence Stakeholders Negotiation 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, 2022

Establish professional and productive relationships with key stakeholders. Support Sales Team in the pursuit of new Accounts, contributing to Win Plans and developing Account Plans in the pre-sales stage, in order to help us both win an immediate opportunity, as well as assess long-term potential.

Customer Success 19

Customer Success Transportation Client Relationships Stakeholders 19

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

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

SmartKarrot

MARCH 11, 2024

The Foundation: Introduction and Account Planning Call The customer journey begins with the crucial first impression – the Introduction and Account Planning Call. In our company, we conduct a growth plan call where the customer onboarding specialist and I join forces.

Customer Success 8

Customer Success Account Planning Stakeholders Onboarding 8

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

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

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

APRIL 15, 2022

As a Trusted Advisor and Executive Sponsor, develop and maintain long-term relationships with stakeholders at your customers. 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.

Customer Success 19

Customer Success Onboarding Negotiation Leadership 19

SmartKarrot

SEPTEMBER 5, 2022

Establish and maintain proactive communication with key customers and stakeholders. Work closely with the Technical Integration Manager to guide customers through onboarding and integration. Collaborate with sales and support in developing and delivering engagement plans that fulfill the customer’s objectives.

Customer Success 19

Customer Success Onboarding Prioritization Facilitation 19

SmartKarrot

JANUARY 27, 2022

Collaborate with a broad range of technical, operational, and clinical experts to deploy and expand Fathom’s services within accounts. Provide reporting on account progress and forecasts. Build and nurture relationships with key stakeholders to ensure alignment.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

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. Be a liaison between external and internal stakeholders. Manage a group of APS clients.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

SmartKarrot

OCTOBER 27, 2021

Shares results & actionable items with cross-functional stakeholders. Perform strategic account planning to identify and forecast opportunities and risks. Drives regular cadence (Call/Report/visit/QBR) with the client to report on KPIs, raise awareness of The Room’s news/events.

Customer Success 19

Customer Success Stakeholders Client Relationships Account Planning 19

Arpedio

NOVEMBER 7, 2022

The MEDDIC sales methodology is well-suited for enterprise sales organizations as enterprise sales (almost always) require 1) engagement from numerous stakeholders, and 2) a complex solution to meet their needs. Want to increase the results of your account planning and create a common language around your sales best practice?

e-Learning 52

e-Learning Decision-making B2B Sales 52

Arpedio

NOVEMBER 7, 2022

The MEDDIC sales methodology is well-suited for enterprise sales organizations as enterprise sales (almost always) require 1) engagement from numerous stakeholders, and 2) a complex solution to meet their needs. Want to increase the results of your account planning and create a common language around your sales best practice?

e-Learning 52

e-Learning Decision-making B2B Sales 52

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

DECEMBER 17, 2021

Oversee the creation and direction of training materials that can be used to supplement customer onboarding and ongoing customer support. Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential.

Customer Success 19

Customer Success Onboarding Account Growth Account Planning 19