Red Star Kim

NOVEMBER 13, 2023

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Account Management Skills

FEBRUARY 22, 2024

Clients want account managers to: Understand their goals, problems and world to be able to “walk in their shoes” and bring relevant solutions Take an interest in their product, company, business, market and customer so they can be more consultative Have a unique, critical perspective.

Account Management 52

Account Management Management Client Development Account Growth 52

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. Collaborate with growth marketing and broader BetterUp leaders to unify all field-based account efforts and amplify outcomes. Monitor client KPIs and targets to ensure success.

Customer Success 19

Customer Success Stakeholders Onboarding Account Management 19

SmartKarrot

SEPTEMBER 14, 2021

Gather feedback from other departments (Sales, Client Services, Product, etc.) to improve the overall customer experience for the regional market. Translate customer insights into actionable feedback for the product and go-to-market teams. Commercialize the brand new multivariate testing tool to market.

Customer Success 18

Customer Success Investors Onboarding Customer Experience 18

SmartKarrot

DECEMBER 20, 2022

Role: Head of Customer Success Location: Remote, United States Organization: Givelify As a Head of Customer Success, you will collaborate cross-functionally with Marketing, Revenue Operations, and Data Science/Analytics teams to own, develop, and execute strategies to increase customer retention and lifetime value at scale.

Customer Success 19

Customer Success Suppliers Procurement Client Development 19

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

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. Work with Sales and Marketing to help show the value of the product offering.

Customer Success 10

Customer Success Banking Onboarding Decision-making 10