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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. However, I do use a number of assessment tools in my coaching and development work. kimtasso.com).

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Feb 03 – Customer Success Jobs

SmartKarrot

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.

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Dec 14 – Customer Success Jobs

SmartKarrot

Role: Vice President, Customer Success Location: Remote, McLean, VA, US Organization: Logi Analytics, an insightsoftware company As a Vice President of Customer Success, you will own a Customer Experience strategy, to include presales, onboarding, services, support, and technical account management.

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Dec 20 – Customer Success Jobs

SmartKarrot

Role: Head of Customer Success Location: Remote, United States Organization: Givelify As a Head of Customer Success, you will collaborate cross-functionally with Marketing, Revenue Operations, and Data Science/Analytics teams to own, develop, and execute strategies to increase customer retention and lifetime value at scale.

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Sep 14 – Customer Success Jobs

SmartKarrot

Apply here: [link] Role: Customer Success Manager Location: Remote, United States Organization: Blocknative As a Customer Success Manager, you will onboard new customers and work cross-functionally with sales and professional services to ensure value expectations are aligned and achieved from the beginning.

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Jul 02 – Customer Success Jobs

SmartKarrot

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.

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Jan 08 – Customer Success Jobs

SmartKarrot

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. Net Promoter Score).