Arpedio

AUGUST 24, 2022

Account Planning: Manage Long-Term Account Development. Account Planning: Manage Long-Term Account Development. ? Why Is Sales Account Planning Important? Benefits of Sales Account Planning. Back to blog. Table of Contents. What Is Account Planning? Strategic Account Planning. How to Do Account Planning?

Account Planning 52

Account Planning Account Development Management Account Management 52

Red Star Kim

AUGUST 24, 2023

He has also been a management consultant, a marketing director and a financial journalist. So it makes him an ideal author on the business of professional services firms – whether for technical expert/fee-earners or marketing/business development professionals. And touches on segmentation and sales force automation.

Finance 130

Finance Government Profitability Banking 130

Hubspot Sales

OCTOBER 19, 2020

Having talented sales reps is often a result of investing in effective sales coaching. According to research conducted by ValueSelling Associates , over half of high-performing businesses that have had sales coaching programs in place for three years or more experience high growth. A stellar sales coach must be results-oriented.

Construction 131

Construction Sales Sales Training Communication 131

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Red Star Kim

SEPTEMBER 29, 2023

Growth of digital marketing and content management The team mentioned the need for engagement reports to show the performance of each post and fee-earner as well as for entire teams, services, sectors and campaigns. The need for clear aims that could be measured at different stages of the engagement and sales cycle were mentioned.

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Blue Canyon Partners

DECEMBER 4, 2020

As an example, for many years regulatory pressures and new technology motivated HVAC suppliers to design and develop next generation smart products. As a result, our client developed enhancements that helped residential customers gain 2-3% energy efficiency on their systems. Place Your Bets.

Management 52

Management Suppliers Supply Chain B2B 52

Blue Canyon Partners

DECEMBER 4, 2020

As an example, for many years regulatory pressures and new technology motivated HVAC suppliers to design and develop next generation smart products. As a result, our client developed enhancements that helped residential customers gain 2-3% energy efficiency on their systems. Place Your Bets.

Management 52

Management Suppliers Supply Chain B2B 52

Red Star Kim

AUGUST 1, 2023

In professional services we need the engagement, buy-in and time of fee-earners because they are fundamental to preparing content, interacting with prospects and converting leads into clients. And yet their priority is serving existing clients and earning fees. Why do we need fee-earner involvement in the M&BD planning process?

Decision-making 130

Decision-making Marketing Business Planning Management 130

Red Star Kim

JULY 11, 2022

Communication and education are required to manage expectations and promote enthusiasm and momentum. We also considered channel management strategies for referrer and referrals management. Some failed to monitor a major cost – that of fee-earner time in relationship nurturing and development. 0% Referrer development.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Arpedio

JUNE 2, 2023

How to Ignite Success With Account Plans ← Back to blog Say hello to Account Plans, the secret sauce that transforms ordinary sales strategies into extraordinary journeys of client engagement and revenue growth. Account Plans empower you to craft personalized strategies that put your clients at the center of your universe.

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52

SmartKarrot

OCTOBER 5, 2023

Businesses today strive to get growth from existing accounts and, the role of Enterprise Account Management has come to the forefront in that regard. Designing and implementing the perfect playbook for managing large-scale clients is crucial to ensuring consistent customer experience and business growth.

Account Management 10

Account Management Management Value Proposition Stakeholders 10

Revegy

AUGUST 12, 2020

If you’re responsible for growing your company’s revenue, either through a sales or an account management role, the panic of deal slippage or limited revenue opportunities may feel unavoidable. Developing customer insights isn’t a one-time, static exercise. Increased deal size by more than 10%. 2. Know Your Colleagues.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

SBI

SEPTEMBER 23, 2019

George Brontén, CEO and Founder of Membrain, will share valuable insights on sales effectiveness and go through common mistakes and challenges in prospecting. Finally I can manage my team’s prospecting efforts and coach better! Pernilla Hammar, Manager Client Development, eWork Group. REGISTER NOW.

Client Development 37

Client Development Stakeholders Management Sales 37

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

MAY 31, 2023

Role: Customer Success Manager Location: San Francisco, CA, United States (Remote) Organization: Fieldguide As a Customer Success Manager, you’ll recommend best practises to increase usage, adoption, and income, you will have a book of business where you are personally accountable to renew and extend accounts.

Customer Success 19

Customer Success Onboarding Client Development Stakeholders 19

SmartKarrot

DECEMBER 20, 2022

Develop a digitally-led, low-touch customer communication/engagement strategy through the customer lifecycle – including onboarding and launch. Develop processes to manage escalated and at-risk, low-touch customers with a focus on maximizing ROI. Ensure customer satisfaction through diligent request management.

Customer Success 19

Customer Success Suppliers Procurement Client Development 19

Hubspot Sales

APRIL 4, 2023

For example, "My expertise in carbon management, combined with my desire to work on tough problems, makes me an ideal candidate for this position. I have a proven track record of helping clients develop practical and sustainable solutions that consider cost-benefit." Focus on the ones that are most relevant to the position.

Supply Chain 102

Supply Chain Leadership Construction Artificial Intelligence 102

SmartKarrot

APRIL 22, 2022

Role: Client Success Director – Public Sector Location: Owings Mills, MD, US Organization: CareFirst BlueCross BlueShield As a Client Success Director, you will manage and develop a set of assigned accounts to increase productivity and sales of company products.

Customer Success 19

Customer Success Insurance Profitability Client Development 19

SmartKarrot

FEBRUARY 3, 2022

Partner with sales leadership to bring additive value to the sales process and help position the customer success motion as a differentiator. Take responsibility for managing your clients from an economic point of view to increase revenue for HRS. Effectively support account managers to retain existing clients.

Customer Success 19

Customer Success Stakeholders Onboarding Account Management 19

Agile CRM

DECEMBER 14, 2022

Some businesses may opt for a hosted VoIP solution, which is managed by a third-party provider, while others may choose to install their own on-premises VoIP system. Collaboration among the team, phone queue management, conference calling, voicemail, number portability, and reporting are important aspects. Tweets by intulse.

CRM 52

CRM Software Software Communication 52

SmartKarrot

MARCH 10, 2022

Role: Vice President of Customer Experience Location: Remote, United States Organization: Sales Boomerang As a Vice President of Customer Experience, you will develop a vision and strategy for the customer experience organization. Manage customer success activities. Drive customer experience outcomes.

Customer Success 19

Customer Success Customer Experience Account Growth Client Development 19

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.

Customer Success 19

Customer Success Onboarding Account Management Client Development 19

Flevy

MARCH 30, 2024

FlevyPro is trusted and utilized by thousands of management consultants and corporate executives. Do You Find Value in This Framework? You can download in-depth presentations on this and hundreds of similar business frameworks from the FlevyPro Library.

Digital Transformation 52

Digital Transformation Digitalization Profitability Organization 52

SmartKarrot

SEPTEMBER 14, 2021

Ensure that Customer Success Managers understand the customers’ objectives and are delivering on them. Align with other leaders in the Customer Experience org to develop streamlined processes and customer-obsessed solutions. Gather feedback from other departments (Sales, Client Services, Product, etc.)

Customer Success 18

Customer Success Investors Onboarding Customer Experience 18

SmartKarrot

FEBRUARY 16, 2023

For your clients, develop strategic account and customer success plans, and track their progress towards predetermined objectives and outcomes. Escalations should be strictly managed, with one internal team serving as the quarterback for all important situations. Management of conflicts and many priorities.

Customer Success 19

Customer Success Account Planning Client Development Stakeholders 19

SmartKarrot

AUGUST 12, 2021

Role: Director, Customer Success Location: Santa Barbara, CA, US Organization: Tapjoy As a Director of Customer Success, you will oversee the Customer Service function and will partner with the Sales, Operations, and Product teams to ensure the best possible customer experience. Manage customer service vendors.

Customer Success 16

Customer Success Government Leadership Decision-making 16

Account Management Skills

JANUARY 9, 2023

And if you’re listening to this at the beginning of 2023, and you want this year to be the year that you not only retain your agency accounts, but you grow your accounts, you can also connect with me on LinkedIn and let’s talk about training for either you in your account management role, or a member of your team. So we did that.

Account Management 52

Account Management Insurance Digitalization Decision-making 52

SmartKarrot

JUNE 30, 2021

Building strategic relationships across multiple stakeholders across the clients to ensure alignment with business goals. Collaborating with Sales and Marketing teams to drive growth. Develop and regularly report on customer success KPIs that will measure new and repeating customers, as well as and customer satisfaction.

Customer Success 10

Customer Success Stakeholders Client Development Customer Experience 10

SmartKarrot

OCTOBER 13, 2020

You will drive revenue growth strategy in collaboration with internal teams: Sales, Operations, Executive C-Suite, and Engineering to create cohesive strategies across the organization. Drive engagement and establish strong relationships with clients.

Customer Success 10

Customer Success Client Development Onboarding Organization 10

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. Operates as the principal point of contact and liaison for all strategic accounts for service management, support, and escalations.

Customer Success 10

Customer Success Onboarding Account Growth Client Development 10

SmartKarrot

JANUARY 12, 2021

Role: Customer Success Director Location: Remote, Denver, CO, US Organization: Healthgrades As a Customer Success Director, you will develop the strategies needed to help clients make an informed decision through a consultative sales approach. Manage initiatives to increase product adoption, customer satisfaction and evangelism.

Customer Success 10

Customer Success Banking Onboarding Decision-making 10

SmartKarrot

APRIL 20, 2021

Apply here: [link] Role: Director of Customer Success Location: Boise, ID, US Organization: QDM Inc As a Director of Customer Success, you will manage a growing team of client success specialists and work with them to optimize performance and processes for the clients they directly manage. Apply here: [link].

Customer Success 10

Customer Success Client Onboarding Stakeholders Onboarding 10

SmartKarrot

JUNE 21, 2021

Develop and advise on best practices in change management, and identify opportunities for continuous improvement. Customer Success Manager, Brands Location: Phoenix, AZ, US Organization: LiveRamp As a Sr. Assist with challenging client requests or issue escalations as needed. Apply here: [link] Role: Sr.

Customer Success 10

Customer Success eCommerce Value Proposition Advertising 10

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. Provide mentoring to your team members as needed.

Customer Success 10

Customer Success Onboarding Leadership Client Development 10

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. Manage customer escalations as the senior business owner for their success. Identify opportunities for account growth within your managed accounts.

Customer Success 10

Customer Success Onboarding Stakeholders Profitability 10

SmartKarrot

MARCH 8, 2022

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. They then help the clients develop a customer-centric business strategy that increases customer loyalty and retention.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

SmartKarrot

JULY 26, 2022

Role: Customer Success Director Location: Remote, United States Organization: Technisys As a Customer Success Director, you will organize work and deliver services to clients that position Technisys as a global leader in client experience and service delivery. Build strong executive and vertical relationships with Technisys clients.

Customer Success 3

Customer Success Energy and Utilities Onboarding Stakeholders 3