Red Star Kim

SEPTEMBER 29, 2023

The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. And also to support cross-selling and enhance the client experience. How do you stand out from your peers?

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Red Star Kim

JULY 11, 2022

Communication and education are required to manage expectations and promote enthusiasm and momentum. There are lots of articles on internal communications, buy-in and stakeholder engagement. For example: Internal communication – Why, how and what (kimtasso.com). 40% Selling (winning new clients). Prioritise action.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Account Management Skills

SEPTEMBER 13, 2023

Absence of senior management or team support The account manager’s job is to ‘spot’ the growth opportunity e.g. they identify a client need during a conversation and suggest a solution. Why is this stopping AMs thinking ahead?

Account Management 52

Account Management Management Account Growth Client Development 52

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 Stakeholders Onboarding Account Management 19

SmartKarrot

FEBRUARY 16, 2023

For your clients, develop strategic account and customer success plans, and track their progress towards predetermined objectives and outcomes. communicating regular updates and significant milestones to senior leadership. Create and maintain relationships with your clients, going beyond just your most important business allies.

Customer Success 19

Customer Success Account Planning Client Development Stakeholders 19

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

SmartKarrot

JULY 2, 2021

As a Director of Customer Success, you will develop and lead a functional strategic plan to support top-level objectives. Proactively communicate through a regular cadence of department meetings, 1:1 meetings, and cross-functional project meetings. Drive sales strategies for upsell to clients.

Customer Success 10

Customer Success Onboarding Account Growth Client Development 10