Red Star Kim

NOVEMBER 13, 2023

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. Two tools were provided to assist with this.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

SmartKarrot

FEBRUARY 3, 2022

First touchpoint for corporate clients and acting as an interface to internal stakeholders. Development and maintenance of all onboarding material for new clients to WTP assistance services. Assist in driving product development and product initiatives in line with product strategy.

Customer Success 19

Customer Success Stakeholders Onboarding Account Management 19

SmartKarrot

DECEMBER 20, 2022

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.

Customer Success 19

Customer Success Suppliers Procurement Client Development 19

SmartKarrot

DECEMBER 14, 2021

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.

Customer Success 19

Customer Success Onboarding Account Management Client Development 19

SmartKarrot

OCTOBER 5, 2023

The article on Effective Communication offers some good insights on communication and engagement tips. Proactive Risk Management Large-scale clients often come with large-scale challenges. Below, we explore several components to consider when designing an effective playbook for large-scale clients.

Account Management 10

Account Management Management Value Proposition Stakeholders 10

SmartKarrot

DECEMBER 22, 2020

Strong verbal and written communication skills. Apply here: [link] Role: Customer Success Director Location: Sydney, New South Wales, Australia Organization: Smart Talent Group As a Customer Success Director, you will be responsible for the development & establishment of a scalable function and Leading change.

Customer Success 10

Customer Success Onboarding Stakeholders Profitability 10

SmartKarrot

MAY 9, 2022

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. Monitor client KPIs and targets to ensure success.

Customer Success 3

Customer Success Value Proposition Onboarding Facilitation 3