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. Who is your customer? What does your customer value? What results do you seek? What is your plan?

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

SmartKarrot

JANUARY 8, 2021

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. Drive customer value and product adoption.

Customer Success 10

Customer Success Onboarding Leadership Client Development 10

SmartKarrot

OCTOBER 5, 2023

Designing an Effective Playbook for Large-Scale Clients Developing an effective playbook for managing large-scale clients helps in driving consistent account growth and sentiment. Aligning with Organizational Goals Playbook design should ensure that organizational goals are also kept in mind along with customer goals.

Account Management 10

Account Management Management Value Proposition Stakeholders 10