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

JANUARY 12, 2021

Role: Customer Success Director Location: Remote, Denver, CO, US Organization: Healthgrades As a Customer Success Director, you will develop the strategies needed to help clients make an informed decision through a consultative sales approach. Be a Customer Consultant.

Customer Success 10

Customer Success Banking Onboarding Decision-making 10

Revegy

AUGUST 12, 2020

Account Intelligence is the Core of Customer Centricity. 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. Map these strategic plans collaboratively.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

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