Client Development Innovation Onboarding Stakeholders 
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. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.
SmartKarrot
FEBRUARY 3, 2022
Develop a scalable elegant and innovative customer success playbook that sets clients up for success and maximizes the value of BetterUp Care offerings. First touchpoint for corporate clients and acting as an interface to internal stakeholders. Monitor client KPIs and targets to ensure success.
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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.
SmartKarrot
DECEMBER 22, 2020
Work closely with the Product team to share customer insights that inform future product developments and effectively bring those innovations to bear for optimal customer success. Driving successful project implementation support, onboarding, and utilization of products. Delivery regular business reviews to client stakeholders.
SmartKarrot
MARCH 8, 2022
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. Donna Weber.
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