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. kimtasso.com).

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

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. E.g. Account tagged as “closed won” triggers an onboarding playbook; Account at 85% utilization triggers an upsell playbook.

Account Management 10

Account Management Management Value Proposition Stakeholders 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

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