Arpedio

MARCH 5, 2024

These solutions encompass a range of functionalities aimed at optimizing the way businesses engage with their clients, from initial onboarding to ongoing support and beyond. Consider factors such as the size of your client base, the complexity of your accounts, and your organization’s growth objectives.

Account Management 52

Account Management Management Client Relationships Facilitation 52

SmartKarrot

MAY 24, 2021

Defining and optimizing the client onboarding lifecycle based on client segmentation. Influencing future lifetime value through higher product adoption, client satisfaction, and overall health scores. Addressing escalated client issues with speed and urgency, orchestrating resources across the company as appropriate.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

JULY 22, 2021

Collaborate closely with sales, operations & data teams to ensure clean onboarding of all new self-serve customers. Drive new business growth to warm lead conversion, cold lead identification, and innovative business development initiatives. Serve as the voice of customers to inform product roadmap decisions.

Customer Success 10

Customer Success Onboarding Client Onboarding Publishing 10