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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. There is also a post on emotional intelligence and leadership Research on leadership and emotional intelligence (EQ) (kimtasso.com).

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Top 50 Women Leaders in Customer Success 2022

SmartKarrot

Her portfolio is gilded with leadership roles like board director, investor, COO, and P&L owner. Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. Ellie is passionate about developing exceptional customer experiences through Customer Success best practices.

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Jul 19 – Customer Success Jobs

SmartKarrot

Role: Director of Client Success Location: Tampa, FL, US (On-site) Organization: MiSource As a Director of Client Success, you will manage a team of Account Managers to provide leadership, training, and coaching. Develop a sales strategy to achieve organizational sales goals and revenues through expansion of existing accounts.