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

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

SmartKarrot

JUNE 11, 2021

Role: VP of Customer Success Location: New York, NY, US Organization: Narmi As a VP of Customer Success, you will grow and build a product-led Customer Success organization to ensure scalability as Narmi onboards dozens of new customers over the next few years. Act as liaison to and between internal teams and clients.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10

Arpedio

MARCH 5, 2024

In this comprehensive guide, we’ll delve into the world of account management solutions, exploring what they entail, why they matter, and how they can benefit your organization. Book demo Key Features and Components Client Database Management At the core of any account management solution lies robust client database management.

Account Management 52

Account Management Management Client Relationships Facilitation 52

SmartKarrot

OCTOBER 6, 2023

A client partner’s playbook can help streamline and guide them through different scenarios of their job roles. What is the role of a client partner? Client partner is a customer-facing role in an organization that emphasizes providing customer service experience to existing and prospective clients.

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

SmartKarrot

JULY 25, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Nearpod As a Director of Customer Success, you will successfully lead, manage, and mentor School Team Managers who lead Customer Success Managers. Build and maintain strong and long-lasting client relationships.

Customer Success 3

Customer Success Client Onboarding Onboarding Acquisition 3