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. There is also a post on emotional intelligence and leadership Research on leadership and emotional intelligence (EQ) (kimtasso.com).
Account Management Skills
FEBRUARY 22, 2024
Paint a picture of the client’s future business and provide an ROI on the relationship – so they can have client improvement conversations ( according to Gartner ) Be knowledgeable, professional and efficient when it comes to delivering the agency’s service but also proactive with suggesting new, business-relevant ideas and insight (..)
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SmartKarrot
FEBRUARY 3, 2022
Lead hiring for BetterUp Care customer success partnering with recruiting and Care leadership. Partner with sales leadership to bring additive value to the sales process and help position the customer success motion as a differentiator. Development and maintenance of all onboarding material for new clients to WTP assistance services.
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
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. Net Promoter Score).
SmartKarrot
MARCH 8, 2022
Her portfolio is gilded with leadership roles like board director, investor, COO, and P&L owner. Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. Ellie is passionate about developing exceptional customer experiences through Customer Success best practices.
SmartKarrot
JULY 2, 2021
Track trends in client satisfaction metrics to drive and maintain high levels of satisfaction and user adoption of products and services, deliver programs to retain clients and mitigate churn. Lead online and (when permitted) in-person onboarding demonstrations of the Knowa platform to groups and individuals.
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