Account Management Skills

SEPTEMBER 13, 2023

For example, to have time to: Think about their client’s business commercially e.g. download the client’s annual report or download their quarterly investor relations meeting transcript to hear the CEO talk about company performance and pipeline. Account managers generally want to be more informed.

Account Management 52

Account Management Management Account Growth Client Development 52

Revegy

FEBRUARY 4, 2020

In a recent webinar conducted with Revegy, a leading technology platform for customer revenue optimization, and FinListics, the solution for financial analytics that power insight-led sales, top-performing sales leaders indicated that being a trusted advisor is more elusive than most sales and account managers think.

Finance 64

Finance Investors Financial Services Account Management 64

SmartKarrot

SEPTEMBER 14, 2021

Gather feedback from other departments (Sales, Client Services, Product, etc.) Apply here: [link] Role: Customer Success Manager (UK) Location: London, England, United Kingdom Organization: Wholesale Investor As a Customer Success Manager, you will be working with each client’s Account Executive towards a seamless handover.

Customer Success 18

Customer Success Investors Onboarding Customer Experience 18

SmartKarrot

MARCH 8, 2022

Her portfolio is gilded with leadership roles like board director, investor, COO, and P&L owner. A star in the world of Customer Success, Amarachi Ogueji is known for her exceptional skills in retaining B2B and B2C SaaS clients. Her diverse yet unique skills include customer life cycle optimization from pre-sales.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21