SmartKarrot

DECEMBER 1, 2023

As a seasoned professional in the realm of Customer Success , I’ve witnessed firsthand the intricate dance of client onboarding. Crafting an effective Client Onboarding Playbook is an art, but it’s not immune to pitfalls. Too often, organizations forget the crucial element of client involvement.

Client Onboarding 10

Client Onboarding Onboarding Client Relationships Facilitation 10

Red Star Kim

JUNE 15, 2023

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. The OnePlace legal client relationship management system was acquired by InTapp in 2019. 800,000 global company profiles and 15,000 reports.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

DemandFarm

MAY 22, 2023

Key Account Managers can, in turn, provide insights on maintaining long-term client relationships, personalizing solutions, and handling complex client issues. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Arpedio

MARCH 5, 2024

These solutions encompass a range of functionalities aimed at optimizing the way businesses engage with their clients, from initial onboarding to ongoing support and beyond. By centralizing communication tools within the platform, businesses can facilitate seamless interactions between account managers, clients, and internal teams.

Account Management 52

Account Management Management Client Relationships Facilitation 52

SmartKarrot

JUNE 11, 2021

Apply here: [link] Role: Director, Customer Success Location: Remote, New York, United States Organization: Measured As a Director of Customer Success, you will own day-to-day client relationships across seniority levels for a portfolio of 10+ Measured brands. Act as liaison to and between internal teams and clients.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10

SmartKarrot

OCTOBER 6, 2023

It compels clients to work with a company again (or not!) So, it is crucial to standardize the client partner’s work. Over here, a playbook acts as a rule book and a guide to the client partner on how to operate, communicate, and treat the client. It can be a cornerstone to building the role of a client partner.

Communication 10

Communication Insurance Onboarding Decision-making 10

Red Star Kim

MARCH 16, 2023

This included improving internal communication and collaboration as well as motivation to devote time to internal and external referrals: cultivate a cross-selling culture. Internal communication – Why, how and what (kimtasso.com). And a key theme is on culture change. They need to be focused.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130