The Fundamental Guide to Account Planning


Create a consistent approach to how you build background information on critical clients, develop a sales approach, and build a relationship based on proactive management and support. Key account management is as much a science as it is an art.

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. This means that we often fail to discover and respond to client interests and needs. It lacks a pull or client-centric approach. 40% Selling (winning new clients).


Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

What is Key Account Management? (It’s Not What You Think)

Account Manager Tips

In other words, spend more of your time and resources on the clients with the best growth potential. Key account management origin story Once upon a time, not only did sales reps win the client, they also supported them long after the deal was done. Sales people won the clients.

How to Get the Most out of Your Key Account Management Software even if your CRM Data is Garbage


KAMs are dedicated to building and nurturing loyal, long-lasting relationships with these clients, becoming strategic partners to them, and helping them meet their goals. Develop account plans by breaking customer goals into milestones and actionable steps. Dirty CRM data is a problem.

How Much Money Does a Key Account Manager Really Make?

Account Manager Tips

Hard work Key account managers are responsible for the most important clients a company has. As a key account manager, you lead the relationship between your organization and your most important clients. Understand your client's business model and define value-added solutions.

Account Planning: Manage Long-Term Account Development


Account Planning: Manage Long-Term Account Development. Account Planning: Manage Long-Term Account Development. ? Think of it like this: a marketing strategy that sales, marketing and account management professionals use in order to maintain marketing efforts to their existing clients.

Four account growth considerations for agencies, with Jenny Plant

Account Management Skills

So, for agencies, it will be even more important than ever to look after their current clients. The first one is to categorise your clients. Now, by that I mean, are you prioritising the clients you know you can add value to. Who are the clients you actually want to work with?

10 Essential Skills for Account Managers

Account Management Skills

The book will help you understand how to communicate more effectively with absolutely anyone; clients, colleagues, family members etc. Understanding your Client’s Business & Needs. And if you want your client to tell you more about his business you need to ask great questions.

How You Prospect Matters: Prospect Engagement Playbook Launch Webinar


Pernilla Hammar, Manager Client Development, eWork Group. How You Prospect Matters: Prospect Engagement Playbook Launch Webinar. REGISTER NOW. WHEN: FRIDAY, 9/27 AT 7AM PT. Join us for a showcase of our latest module and what it will look like when your team has a tailored method for structured prospecting and an easy way to qualify leads that match your ideal customer fit.

3 Guidelines for Managing Disruption

Blue Canyon Partners

Disruptive opportunities can: Enable B2B players to place their bets correctly on adjacencies Create new businesses Develop new monetization models with recurring revenue structures Exploit hidden situations that result in profitable, sustainable growth.

Customer Centric Growth Amid COVID


Developing customer insights isn’t a one-time, static exercise. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Empower the entire organization to drive client success through transparency.

How Well Do You Know Your Customers?


By changing the dynamics between customer and provider, companies that earn trusted advisor status see significantly more wins, close deals faster, and are less likely to get blindsided by a client’s internal turmoil. Part 1: Developing Customer Insights.

Expert advice: 10 ways to generate more SEO leads


Variations of industrial recycling or manufacturing recycling are better for our SEO because they are more relevant to our service and for B2B client development. Kayla Centeno, Client Services Manager at Markitors.

How to systemise account management in your agency, with Alex Raymond

Account Management Skills

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.

Are You a Good Sales Coach? [How to Know + Quiz]

Hubspot Sales

For example, if a sales coach is developing a training plan for a rep they are working with, their ability to collaborate with the rep’s manager to understand the rep’s current level of performance can make all the difference in creating a relevant training plan.

Apr 22 – Customer Success Jobs


Role: Client Success Director – Public Sector Location: Owings Mills, MD, US Organization: CareFirst BlueCross BlueShield As a Client Success Director, you will manage and develop a set of assigned accounts to increase productivity and sales of company products.

Mar 10 – Customer Success Jobs


Role: Vice President of Customer Experience Location: Remote, United States Organization: Sales Boomerang As a Vice President of Customer Experience, you will develop a vision and strategy for the customer experience organization. Ensure retention of key clients and growth of their accounts.

Sep 14 – Customer Success Jobs


Align with other leaders in the Customer Experience org to develop streamlined processes and customer-obsessed solutions. Gather feedback from other departments (Sales, Client Services, Product, etc.) Engaging clients in the Voice of the Customer (VoC) program.

Aug 12 – Customer Success Jobs


Lead the development and implementation of the customer success strategy. Actively coaches and develops the team through effective communication, mentorship, and leadership; acts as a point of escalation. Measures and develops a plan to increase net promoter score (NPS).

Feb 03 – Customer Success Jobs


Develop a scalable elegant and innovative customer success playbook that sets clients up for success and maximizes the value of BetterUp Care offerings. Develop customer advocacy and secure customer success stories and references.

Dec 14 – Customer Success Jobs


Hire, develop and mentor team members, building a customer-centric culture that owns and solves complex technical challenges for Logi’s most innovative and active customers. Become an expert in Chattermill’s technology and the possibilities it opens up for the clients.

Jun 30 – Customer Success Jobs


Building strategic relationships across multiple stakeholders across the clients to ensure alignment with business goals. Develop and regularly report on customer success KPIs that will measure new and repeating customers, as well as and customer satisfaction. Role: Sr.

Jan 12 – Customer Success Jobs


Role: Customer Success Director Location: Remote, Denver, CO, US Organization: Healthgrades As a Customer Success Director, you will develop the strategies needed to help clients make an informed decision through a consultative sales approach.

Jan 08 – Customer Success Jobs


Role: VP of Customer Success Location: Greater Chicago Area, US Organization: Lucas James Talent Partners As a VP of Customer Success, you will act as the Executive Sponsor for multiple fortune 100 clients. Develop and foster executive level relationships within clients.

Oct 13 – Customer Success Jobs


Role: Director, Customer Success Location: Burbank, CA, US Organization: CyberCoders As a Director of Customer Success, become an expert on the product suite; providing best-in-class customer service to the worldwide client base.

Top 50 Women Leaders in Customer Success 2022


A star in the world of Customer Success, Amarachi Ogueji is known for her exceptional skills in retaining B2B and B2C SaaS clients. Focused on customer happiness, Anika is passionate about developing and maintaining good relationships with customers.

Jul 02 – Customer Success Jobs


As a Director of Customer Success, you will develop and lead a functional strategic plan to support top-level objectives. Develop and implement strategic plans to ensure close oversight on overall customer health and successful execution of deliverables against Service Level Agreements.

Jun 21 – Customer Success Jobs


Evaluate, optimize current and recommend new strategies to grow client business. Develop and advise on best practices in change management, and identify opportunities for continuous improvement. Assist with challenging client requests or issue escalations as needed.

April 20 – Customer Success Jobs


Apply here: [link] Role: Director of Customer Success Location: Boise, ID, US Organization: QDM Inc As a Director of Customer Success, you will manage a growing team of client success specialists and work with them to optimize performance and processes for the clients they directly manage.

Dec 22 – Customer Success Jobs


Role: VP, Customer Success Location: San Francisco Bay Area, US Organization: NexHealth As a VP of Customer Success, you will inspire, recruit, and develop top talent Customer Success team leaders and members who bring a customer-centric view to their everyday roles.

Jan 10 – Customer Success Jobs


Developing a trusted advisor relationship with key stakeholders and executive sponsors. Develop and expand customer accounts by driving product usage and increasing the user base in customer accounts. Ensure a high level of impact and client satisfaction with the services rendered.

Jul 26 – Customer Success Jobs


Role: Customer Success Director Location: Remote, United States Organization: Technisys As a Customer Success Director, you will organize work and deliver services to clients that position Technisys as a global leader in client experience and service delivery.

Jul 19 – Customer Success Jobs


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.

May 09 – Customer Success Jobs


Role: Director of Customer Success Location: Chicago, IL, US (On-site) Organization: William Blair As a Director of Customer Success, you will establish a new world-class customer success team of high-performing CSMs with deep industry expertise that can deliver client value.