Red Star Kim

JULY 11, 2022

Some failed to monitor a major cost – that of fee-earner time in relationship nurturing and development. Others reported extensive buying cycles and a lack of clarity between sales from existing and target clients. 40% Selling (winning new clients). 10% Existing client 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

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

Outbound Engine

NOVEMBER 17, 2022

We all know that keeping in touch with clients leads to retention, and an increase in word of mouth, but I want to talk about what your name means to your clients. Every interaction you or your company has with a client develops your brand’s identity for better or for worse.

Client Development 73

Client Development Marketing Media Small Business 73

Account Management Skills

JANUARY 21, 2022

So, know your customer, help them get to their goals” For agency account managers a client development plan template can help guide you through the types of questions you should be asking about your client’s business to help you identify their challenges and provide appropriate solutions.

Account Management 98

Account Management Management Communication Negotiation 98

SmartKarrot

MAY 31, 2023

Create best practises to help clients use Fieldguide’s capability to the fullest extent possible. To provide customer feedback, handle escalations, offer exceptional customer experiences, and have a direct impact on the product roadmap, work closely with the sales, product, and engineering teams.

Customer Success 19

Customer Success Onboarding Client Development Stakeholders 19

SmartKarrot

DECEMBER 20, 2022

Build and scale frameworks for customer success and program management across the customer success team, and with enterprise QSR clients. Develop working relationships with executive leaders across the global QSR clients (will involve global travel when appropriate). Apply here: [link].

Customer Success 19

Customer Success Suppliers Procurement Client Development 19

Brooks Group

JANUARY 2, 2024

Sales leaders and managers seek individuals who can not only meet targets but exceed them consistently. When you focus your sales training on the right skills, you ensure your team is equipped for any selling situation. When you focus your sales training on the right skills, you ensure your team is equipped for any selling situation.

Sales Training 91

Sales Training Decision-making Sales Communication 91

ProlifIQ

JUNE 21, 2023

Effectively identifying and targeting the right accounts is crucial for sales managers and sales professionals involved in strategic account management. A strategic account development plan serves as a roadmap for nurturing and growing these important accounts. But where do companies often have gaps? We touch on this more below.

Account Management 52

Account Management Management Account Planning Stakeholders 52

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

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. Ensure retention of key clients and growth of their accounts. Drive customer experience outcomes.

Customer Success 19

Customer Success Customer Experience Account Growth Client Development 19

SmartKarrot

FEBRUARY 16, 2023

Role: Customer Success Executive Location: Austin, TX, United States (Hybrid) Organization: Axon As a Customer Success Executive you’ll be a consultant and a spokesperson for your clients, holding frequent phone calls and in-person meetings to direct strategy and execution for reaching each client’s particular goals.

Customer Success 19

Customer Success Account Planning Client Development Stakeholders 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. Development and maintenance of all onboarding material for new clients to WTP assistance services. Effectively support account managers to retain existing clients.

Customer Success 19

Customer Success Stakeholders Onboarding Account Management 19

SmartKarrot

SEPTEMBER 14, 2021

Gather feedback from other departments (Sales, Client Services, Product, etc.) Initiating contact with new clients in a timely way post-sale, giving them a positive first impression of WI. Create compelling sales propositions utilizing internal and external data to pitch optimization to existing customers.

Customer Success 18

Customer Success Investors Onboarding Customer Experience 18

SmartKarrot

DECEMBER 14, 2021

Collaborate with Sales, Customer Account Management and others to refine and deliver an exceptional customer experience. Hire, develop and mentor team members, building a customer-centric culture that owns and solves complex technical challenges for Logi’s most innovative and active customers. Apply here: [link].

Customer Success 19

Customer Success Onboarding Account Management Client Development 19

Hubspot Sales

APRIL 4, 2023

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

Supply Chain 103

Supply Chain Leadership Construction Artificial Intelligence 103

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.

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.

Management 52

Management Suppliers Supply Chain B2B 52

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. Conduct regular quarterly/monthly reviews with key clients.

Customer Success 16

Customer Success Government Leadership Decision-making 16

SmartKarrot

OCTOBER 13, 2020

Role: Director, Customer Success Location: Burbank, CA, US Organization: CyberCoders As a Director of Customer Success, become an expert on the product suite; providing best-in-class customer service to the worldwide client base. Drive engagement and establish strong relationships with clients.

Customer Success 10

Customer Success Client Development Onboarding Organization 10

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

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

SmartKarrot

JULY 2, 2021

Work closely with the sales and operations teams to drive orders and in life service delivery. Apply here: [link] Role: Customer Success Manager Location: Malvern East, Victoria, Australia Organization: Ultradata As a Customer Success Manager, you will be the primary contact between the financial institution clients and Ultradata.

Customer Success 10

Customer Success Onboarding Account Growth Client Development 10

SmartKarrot

APRIL 20, 2021

Manage and track Customer Success activities for your portfolio of clients. Develop a trusted advisor relationship with customer key stakeholders to fully understand your customer’s business strategy and measurements for success. Apply here: [link].

Customer Success 10

Customer Success Client Onboarding Stakeholders Onboarding 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. Net Promoter Score).

Customer Success 10

Customer Success Onboarding Leadership Client Development 10

SmartKarrot

OCTOBER 5, 2023

To reiterate, Playbooks provide the means to operationalize account management and delivery processes tailored to specific situations in the post-sale customer journey. It provides your team with the guidance and ‘how-to’ on nurturing the relationships and managing the multiple moving parts in an account.

Account Management 10

Account Management Management Value Proposition Stakeholders 10

SmartKarrot

JUNE 21, 2021

Use your data skills to analyze the success of your clients’ campaigns and provide insights on how the users interact with their offers. Create reports based on campaign data and analytics to prepare presentations for sales and help acquire new clients.

Customer Success 10

Customer Success eCommerce Value Proposition Advertising 10

Account Manager Tips

MAY 25, 2021

Key account management origin story Once upon a time, not only did sales reps win the client, they also supported them long after the deal was done. Sales people won the clients. More resources and attention on the needs of existing customers changed client relationships. But that's not all. Undifferentiated.

Key Account Management 246

Key Account Management Account Management Management Suppliers 246

SmartKarrot

DECEMBER 22, 2020

As a Senior Customer Success Manager, you will be responsible for building and maintaining profitable relationships with large direct and agency Tourism clients. Develop and manage relationships with prospects and existing customers through a combination of daily, out-bound calling and as needed in-person or virtual meetings.

Customer Success 10

Customer Success Onboarding Stakeholders Profitability 10

Account Management Skills

AUGUST 24, 2021

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. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98

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

SmartKarrot

JULY 19, 2022

Role: Director of Client Success Location: Tampa, FL, US (On-site) Organization: MiSource As a Director of Client Success, you will manage a team of Account Managers to provide leadership, training, and coaching. Develop a sales strategy to achieve organizational sales goals and revenues through expansion of existing accounts.

Customer Success 3

Customer Success Account Management Onboarding Acquisition 3

SmartKarrot

JANUARY 10, 2022

Apply here: [link] Role: Customer Success Manager Location: Remote, London, England, United Kingdom Organization: Onfido As a Customer Success Manager, you will manage your existing Book of Business (ongoing usage revenue, renewals, up/cross sales). Ensure a seamless transition from pre- to post-sales, setting customer up for success.

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

Account Management Skills

JANUARY 9, 2023

Why is this a good balance with you doing the sales and the client development? Gordon was a developer, he moved from development across so the company was started by Bart, developer, Ethan, designer, and Gordon developer. Jenny 03:50. So what’s Gordon’s experience? What is his thing?

Account Management 52

Account Management Insurance Digitalization Decision-making 52

Account Manager Tips

APRIL 26, 2021

Here are some things you'll do as a key account manager: Deliver your company's strategy and vision Manage client risk (defection, competitor threats, issue resolution) Gather market intelligence and evaluate emerging trends Drive client development Provide data and insights to help your clients make better decisions.

Key Account Management 242

Key Account Management Account Management Management Negotiation 242

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. Why Is Sales Account Planning Important? Back to blog. Table of Contents. What Is Account Planning? What Is Account Planning?

Account Planning 52

Account Planning Account Development Management Account Management 52