Red Star Kim

NOVEMBER 13, 2023

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. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

SmartKarrot

MARCH 8, 2022

Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. They then help the clients develop a customer-centric business strategy that increases customer loyalty and retention. In turn, Diana helps her clients’ businesses grow. Annette Franz. Daphne Lopes.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

SmartKarrot

JULY 19, 2022

Apply here: [link] Role: Customer Success Manager Location: England, United Kingdom (Hybrid) Organization: Tangent International As a Customer Success Manager, you will support the onboarding of new customers to the client’s Platform and support existing customers in enabling new features and functions. Apply here: [link].

Customer Success 3

Customer Success Account Management Onboarding Acquisition 3

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98