Account Management Skills

FEBRUARY 22, 2024

Paint a picture of the client’s future business and provide an ROI on the relationship – so they can have client improvement conversations ( according to Gartner ) Be knowledgeable, professional and efficient when it comes to delivering the agency’s service but also proactive with suggesting new, business-relevant ideas and insight (..)

Account Management 52

Account Management Management Client Development Account Growth 52

Red Star Kim

SEPTEMBER 29, 2023

Research more on the practice areas I support to have a better idea of their perspective on BD Learned that there are lots of marketing/bd functional avenues that I can develop my skills in Use a mentor programme (see PM Forum Mentor Match ) Stay patient if I don’t quite understand something, I will always learn and develop Career and Personal (..)

Marketing 130

Marketing Stakeholders Communication Digitalization 130

Hubspot Sales

OCTOBER 19, 2020

Because the role of a sales coach is people-facing, and can involve some vulnerability, effective sales coaches must be able to engage and build positive relationships with their clients. Developing soft skills can not only help your coaching efforts, but possessing these skills makes it easier for you to teach them to your clients.

Construction 132

Construction Sales Sales Training Communication 132

Red Star Kim

APRIL 17, 2023

Leverage your exemplars to promote good habits I shared a number of stories about how firms can leverage the expertise and experience of their best (exemplar) business developers: Facilitating regular “Talking to Bob” dinners at a property business where junior, intermediate and senior fee-earners could listen to stories about how he managed to identify, (..)

Management 100

Management Manufacturing Client Relationships Facilitation 100

Red Star Kim

JULY 11, 2022

40% Selling (winning new clients). 10% Existing client development. 0% Referrer development. 11% Marketing/BD fundamentals. 56% Marketing/BD planning process. 33% Overcoming marketing/BD planning issues. Where is the greatest challenge in your M&BD planning: 20% Marketing. 30% All of them. 70% Industry or sector.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Account Management Skills

JANUARY 21, 2022

So, know your customer, help them get to their goals” For agency account managers a client development plan template can help guide you through the types of questions you should be asking about your client’s business to help you identify their challenges and provide appropriate solutions.

Account Management 98

Account Management Management Communication Negotiation 98

Red Star Kim

AUGUST 1, 2023

11% Marketing/lead generation 11% Selling (winning new clients) 33% Existing client development 0% Referrer management 44% All of them How clear are you on the client (buying) journey?

Decision-making 130

Decision-making Marketing Business Planning Management 130

Account Management Skills

SEPTEMBER 13, 2023

It’s important to ensure everyone keeps account growth top of mind (it’s much cheaper and easier to grow an existing client than it is to find new ones) e.g. offering to help clients with their yearly plan, having quarterly business reviews, establishing client growth KPIs, having client development plans, regular monthly client development team meetings (..)

Account Management 52

Account Management Management Account Growth Client Development 52

Revegy

AUGUST 12, 2020

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. Account Intelligence is the Core of Customer Centricity.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

SBI

SEPTEMBER 23, 2019

Pernilla Hammar, Manager Client Development, eWork Group. Stay human and win more deals with our latest Prospect Engagement Playbooks. Because HOW you prospect matters. Finally I can manage my team’s prospecting efforts and coach better! REGISTER NOW.

Client Development 37

Client Development Stakeholders Management Sales 37

Hubspot Sales

APRIL 4, 2023

I have a proven track record of helping clients develop practical and sustainable solutions that consider cost-benefit." For example, "My expertise in carbon management, combined with my desire to work on tough problems, makes me an ideal candidate for this position.

Supply Chain 119

Supply Chain Leadership Construction Artificial Intelligence 119

Revegy

FEBRUARY 4, 2020

Developing customer insights isn’t a one-time thing, it should be an integrated part of your strategic client development. Steven Covey, in his book ‘7 Habits of highly effective people’ advises readers to ‘seek first to understand, then to be understood.’ And that’s a big challenge for most companies.

Finance 64

Finance Investors Financial Services Account Management 64

Outbound Engine

NOVEMBER 17, 2022

We all know that keeping in touch with clients leads to retention, and an increase in word of mouth, but I want to talk about what your name means to your clients. Every interaction you or your company has with a client develops your brand’s identity for better or for worse.

Client Development 73

Client Development Marketing Media Small Business 73

Blue Canyon Partners

OCTOBER 13, 2020

Our client developed a technology which integrated GPS and mapping software with their locating equipment, thereby reducing their customers’ locating activity time by 50%. In the past, utility locating was a slow and costly process for services providers due to the prevalence of poor markings and inaccurate maps.

Innovation 52

Innovation Energy and Utilities Manufacturing Brainstorming 52

Blue Canyon Partners

OCTOBER 13, 2020

Our client developed a technology which integrated GPS and mapping software with their locating equipment, thereby reducing their customers’ locating activity time by 50%. In the past, utility locating was a slow and costly process for services providers due to the prevalence of poor markings and inaccurate maps.

Innovation 52

Innovation Energy and Utilities Manufacturing Brainstorming 52

Arpedio

AUGUST 24, 2022

Basically, an effective key account plan should include a consistent approach to how you build background information on critical clients, develop a sales approach, and build a relationship that is solely based on proactive management and support.

Account Planning 52

Account Planning Account Development Management Account Management 52

Blue Canyon Partners

DECEMBER 4, 2020

As an example, for many years regulatory pressures and new technology motivated HVAC suppliers to design and develop next generation smart products. As a result, our client developed enhancements that helped residential customers gain 2-3% energy efficiency on their systems.

Management 52

Management Suppliers Supply Chain B2B 52

Blue Canyon Partners

DECEMBER 4, 2020

As an example, for many years regulatory pressures and new technology motivated HVAC suppliers to design and develop next generation smart products. As a result, our client developed enhancements that helped residential customers gain 2-3% energy efficiency on their systems.

Management 52

Management Suppliers Supply Chain B2B 52

Arpedio

JUNE 2, 2023

With a proper key account plan, you’ll have a consistent approach to gather crucial information about your important clients, develop a sales strategy, and build strong relationships through proactive management and support.

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52

Arpedio

JANUARY 11, 2023

Now that you have your key account partners established, the next step is to develop valuable relationships that will last. When you understand your clients’ motivation and needs, you can easily develop meaningful relationships that in return will give long-lasting key accounts.

Account Management 52

Account Management Management Key Account Management B2B 52

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

ProlifIQ

JUNE 21, 2023

It helps account managers identify the specific needs and goals of their clients, develop tailored strategies to meet those needs, and align the organization’s resources to drive customer success.

Account Management 52

Account Management Management Account Planning Stakeholders 52

Agile CRM

DECEMBER 14, 2022

This interface supports the client development of custom applications. The main features of Zadarma’s own API interface include SIP account and PBX settings display and changing, statistics and/or balance display, calling and SMS, as well as external server notifications for incoming calls and call routing, among other things.

CRM 52

CRM Software Software Communication 52

Flevy

MARCH 30, 2024

The Net Promoter Score (N PS) is a metric used to measure customer loyalty and satisfaction. It is based on a single survey question that asks participants to rate their propensity to recommend an organization, product, or service to others.

Digital Transformation 52

Digital Transformation Digitalization Profitability Organization 52

SmartKarrot

DECEMBER 20, 2022

Build and scale frameworks for customer success and program management across the customer success team, and with enterprise QSR clients. Develop working relationships with executive leaders across the global QSR clients (will involve global travel when appropriate).

Customer Success 19

Customer Success Suppliers Procurement Client Development 19

SmartKarrot

JANUARY 10, 2022

Design, setup, and run an operating rhythm with Targeting clients to drive usage and adoption. Enable and track sales teams supporting other data management clients. Develop a trusted advisor relationship with key stakeholders and exec sponsors. Apply here: [link].

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

SmartKarrot

MAY 31, 2023

Apply here: [link] Role: Customer Success Lead Location: Las Vegas, NV, United States (On-site) Organization: UltraViolet Cyber As a Customer Success Lead, you’ll become the main point of contact for your allocated clients, developing enduring connections and learning everything you can about their needs and priorities.

Customer Success 19

Customer Success Onboarding Client Development Stakeholders 19

SmartKarrot

MAY 9, 2022

Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom (On-site) Organization: Tahora As a Customer Success Manager, you will be responsible for leading the roll-out of Tahora within the clients.

Customer Success 3

Customer Success Onboarding Value Proposition Facilitation 3

SmartKarrot

JULY 26, 2022

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. Build strong executive and vertical relationships with Technisys clients.

Customer Success 3

Customer Success Energy and Utilities Onboarding Stakeholders 3

SmartKarrot

MARCH 10, 2022

Apply here: [link] Role: Associate Director – Customer Success Location: London, England, United Kingdom (Hybrid) Organization: Plentific As an Associate Director of Customer Success, you will be leading client meetings and understanding their businesses, offering creative solutions to complex client challenges.

Customer Success 19

Customer Success Customer Experience Account Growth Client Development 19

SmartKarrot

JULY 19, 2022

Qualify the client’s organizational structure, available budget and decision process to ensure accurate forecasts of renewal business and new business growth opportunities. Develop healthy business relationships with a broad set of senior executives, key department representatives, and functional users at prospective clients.

Customer Success 3

Customer Success Account Management Onboarding Acquisition 3

SmartKarrot

APRIL 22, 2022

Interface with various departments within the organization related to client development and retention. Foster positive and productive relationships with clientele and communicates information to management that is vital to successful relationships. Attend industry association meetings and trade shows, as necessary.

Customer Success 19

Customer Success Insurance Profitability Client Development 19

SmartKarrot

FEBRUARY 3, 2022

Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom Organization: Cover-More Group As a Customer Success Manager, you will ensure the successful implementation of the Travel Assist App and Risk Management Portal into clients. Effectively support account managers to retain existing clients.

Customer Success 19

Customer Success Onboarding Stakeholders Account Management 19

SmartKarrot

DECEMBER 14, 2021

Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom (Hybrid) Organization: Chattermill As a Customer Success Manager, you will work as part of the fantastic Customer Success Team to ensure the clients get the most out of the Chattermill platform.

Customer Success 19

Customer Success Onboarding Account Management Client Development 19

SmartKarrot

FEBRUARY 16, 2023

Role: Customer Success Executive Location: Austin, TX, United States (Hybrid) Organization: Axon As a Customer Success Executive you’ll be a consultant and a spokesperson for your clients, holding frequent phone calls and in-person meetings to direct strategy and execution for reaching each client’s particular goals.

Customer Success 19

Customer Success Account Planning Client Development Stakeholders 19

SmartKarrot

SEPTEMBER 14, 2021

Onboarding clients and addressing client questions in a timely way during the 2-week implementation, keeping the customer journey on track with standard implementation timelines. Reviewing clients’ collateral and providing guidance to clients on strategically positioning and communicating their business to WI’s investor network.

Customer Success 18

Customer Success Investors Onboarding Customer Experience 18

SmartKarrot

AUGUST 12, 2021

Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom Organization: Integral Ad Science As a Customer Success Manager, you will act as the lead point of contact for any and all matters specific to assigned clients. Develop a trusted advisor relationship with key client stakeholders.

Customer Success 16

Customer Success Government Leadership Client Development 16