SmartKarrot

OCTOBER 23, 2020

Drive new business growth through greater advocacy and reference-ability. Develop company-wide customer success motion onboarding processes, between Compliance, Marketing, Sales, Product, and Technology to identify opportunities and risks of onboarding and retention.

Customer Success 10

Customer Success Onboarding Finance Facilitation 10

SmartKarrot

APRIL 22, 2022

Focus on customer onboarding. For a B2B company, it is always a good practice to have a customer onboarding process in place. The onboarding process can include video tutorials, welcome emails, educational guides, etc. For customers, these programs are beneficial in terms of finance or value.

B2B 10

B2B Value Proposition Banking Onboarding 10

SmartKarrot

MARCH 3, 2021

Develops a playbook for CSM/CSA to follow for a particular account, including a plan of attack for onboarding & kick-off call. Escalates needs across product, engineering, marketing and finance teams to ensure client needs are met. Escalating needs across product, engineering, marketing and finance teams as appropriate.

Customer Success 10

Customer Success Finance Facilitation Account Development 10

SmartKarrot

JANUARY 6, 2022

Facilitate onboarding, fulfillment, training, and ongoing account review and modification across several business divisions. Identify opportunities to up-sell and drive new business growth through greater advocacy and reference-ability. Meet quarterly goals to support corporate initiatives.

Customer Success 3

Customer Success Finance Account Growth Facilitation 3