Remove Client Development Remove Facilitation Remove Stakeholders
article thumbnail

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. Recruitment of private client lawyers A core challenge facing many of the delegates’ practices was recruitment.

article thumbnail

May 09 – Customer Success Jobs

SmartKarrot

Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom (On-site) Organization: Tahora As a Customer Success Manager, you will be responsible for leading the roll-out of Tahora within the clients. Monitor client KPIs and targets to ensure success.

article thumbnail

Top 50 Women Leaders in Customer Success 2022

SmartKarrot

Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. They then help the clients develop a customer-centric business strategy that increases customer loyalty and retention. Annette Franz. Annette Franz is the Founder and CEO of CX Journey Inc. Kellie Capote.