Insightly

FEBRUARY 18, 2022

In one of DoubleCheck’s recent new win/loss program client onboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . 6 Single Customer View Benefits. No more data duplication.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

Account Management Skills

NOVEMBER 7, 2022

I get to speak to a lot of account managers who work in creative agencies. And I get a lot of questions about how they can progress their career, how they can be better at the account management role, and some of the key things that are most important when it comes to being more efficient and more effective in the role.

Account Management 52

Account Management Management Suppliers Meetings 52

SmartKarrot

OCTOBER 19, 2022

Building a Customer Success organization that supports customers from onboarding through renewal. Creating best-in-class processes for onboarding, training, support, engagement, and business reviews. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

SmartKarrot

OCTOBER 18, 2022

Lead pitches to cross-sell and upsell new channels and features that meet client needs to achieve client KPIs. Oversee client onboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects.

Customer Success 19

Customer Success Facilitation Client Onboarding Onboarding 19

SmartKarrot

JANUARY 16, 2023

Role: Director – Customer Success Location: Morrisville, NC, United States Organization: Lenovo As a Director – Customer Success, you will manage and grow a global Customer Success organization. Responsible for the onboarding process for new accounts to ensure successful implementations. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Stakeholders 19

SmartKarrot

SEPTEMBER 25, 2020

Therefore, to save your company’s environment from the pernicious seeds of churn, you will have to sprinkle in some of the customer onboarding best practices. Now, what is the customer onboarding meaning or customer onboarding plan? Not only till the onboarding process, but data will also be your go-to beyond it.

Onboarding 8

Onboarding Artificial Intelligence Brainstorming Client Onboarding 8

SmartKarrot

JANUARY 10, 2023

Role: Customer Success Lead Location: Remote, Canada Organization: Testimonial Hero As a Customer Success Lead, you will be developing and managing value-based relationships with the highest-value accounts with a focus on agreement completion and retention. Be the point of escalation for all communications with customers.

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

SmartKarrot

APRIL 3, 2023

Role: Customer Success Manager Location: Berlin, Germany (Hybrid) Organization: Ultimate As a Customer Success Manager you’ll assist 15-20 mid-market customers as their main point of contact during the installation and growth phases of their automation journey.

Customer Success 19

Customer Success Client Onboarding Retail Onboarding 19

Brooks Group

APRIL 17, 2023

LinkedIn’s State of Sales Report for 2020 states that top-performing sales reps are up to 33% more likely to train with their managers and up to 46% more likely to receive training from other sales experts. Do two departments need to communicate better? There is always more to learn. Where are there breakdowns within the company?

Sales Training 52

Sales Training Negotiation Sales Decision-making 52

Arpedio

MARCH 5, 2024

In today’s fast-paced business environment, maintaining strong relationships with clients is paramount to success. This is where effective account management comes into play. Importance of Efficient Account Management Efficient account management is essential for several reasons.

Account Management 52

Account Management Management Client Relationships Facilitation 52

Red Star Kim

MARCH 16, 2023

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. While we discussed various tools and methods to promote cross-selling and referral management, a key theme emerged around changing culture. Another cultural shift.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

SmartKarrot

MAY 19, 2022

Lead pitches to cross-sell and upsell new channels and features that meet client needs to achieve client KPIs. Oversee client onboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects. Data Focus – analyzing and continuously improving how we work.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

SmartKarrot

APRIL 3, 2023

Role: Customer Success Manager Location: Berlin, Germany (Hybrid) Organization: Ultimate As a Customer Success Manager you’ll assist 15-20 mid-market customers as their main point of contact during the installation and growth phases of their automation journey.

Customer Success 15

Customer Success Client Onboarding Retail Onboarding 15

SmartKarrot

JUNE 18, 2021

Role: Associate Director, Customer Success Location: Remote, United States Organization: AKASA As an Associate Director of Customer Success, you will demonstrate revenue cycle expertise by conducting customer onboarding and implementation activities such as process mapping or workflow review.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

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. Help manage upsell processes and procedures.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10

SmartKarrot

MAY 24, 2021

Defining and optimizing the client onboarding lifecycle based on client segmentation. Influencing future lifetime value through higher product adoption, client satisfaction, and overall health scores. Support the CS Team in developing scalable and effective processes for ongoing management of many complex accounts.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

MAY 25, 2021

Role: Customer Success Director Location: Short Hills, NJ, US Organization: Dun & Bradstreet As a Customer Success Director, your primary focus will be to manage ongoing contractual relationships and the operational delivery of services to clients. Works closely with the Client Director responsible for the accounts.

Customer Success 10

Customer Success Client Onboarding Onboarding Negotiation 10

SmartKarrot

JULY 22, 2021

Role: Director, Customer Success Location: Austin, TX, US Organization: StitcherAds As a Director of Customer Success, you will build customer success processes & lead/manage/mentor a growing team of CSMs. Collaborate closely with sales, operations & data teams to ensure clean onboarding of all new self-serve customers.

Customer Success 10

Customer Success Onboarding Client Onboarding Publishing 10

SmartKarrot

DECEMBER 4, 2020

Provide leadership to individuals on team(s) through coaching, feedback, development goals, and performance management. Communicate enhancement opportunities & product feedback across engineering, product, sales & marketing. Closely manage and nurture accounts to identify and eliminate the risk of attrition.

Customer Success 10

Customer Success Client Onboarding Stakeholders Onboarding 10

SmartKarrot

JUNE 14, 2021

Develop and implement effective strategies for ensuring client engagement and adoption. Manage enhancement requests and work with the technical team to implement changes. Work closely with Account Management organization and implement changes as needed. Run weekly reports to watch utilization trends.

Customer Success 10

Customer Success Finance Investors Client Onboarding 10

SmartKarrot

OCTOBER 6, 2023

Client partner is a customer-facing role in an organization that emphasizes providing customer service experience to existing and prospective clients. They are responsible for building rapport with clients and managing their relationships for the company. It compels clients to work with a company again (or not!)

Communication 10

Communication Insurance Onboarding Decision-making 10

SmartKarrot

FEBRUARY 2, 2021

Launch and manage AB and multivariate testing across P4’s portfolio of sites. You will be responsible for coordinating with the site leadership team and marketing to maintain and improve customer communication materials, including site presentations, virtual tours, letters and other direct communication mediums.

Customer Success 8

Customer Success Client Onboarding Customer Experience Onboarding 8

SmartKarrot

OCTOBER 30, 2020

Develops and mentors other team members to help improve their technical knowledge, project management, and customer management skills. Ensure customers have an effortless experience with Forcepoint by providing efficient, professional, and accurate solutions to client concerns. Also, manage and coordinate solving conflicts.

Customer Success 10

Customer Success Cybersecurity Value Proposition Client Onboarding 10

SmartKarrot

JANUARY 10, 2022

Role: Customer Success Director Location: Austin, TX, US (On-site) Organization: Cognite As a Customer Success Director, you will be responsible for managing the relationship with Cognite customers. Communicating the product roadmap to customers and ensuring it meets the customer’s needs. Execute consulting projects with customers.

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

Zendesk

APRIL 1, 2022

The band members face the audience, delivering an experience that creates loyal fans—similar to how your customer success managers (CSMs) work with your customers one-on-one. Customer success operations (CS Ops) is the behind-the-scenes crew that helps customer success managers excel at their jobs. Software evaluation.

Customer Success 97

Customer Success Logistics Onboarding CRM 97

SmartKarrot

APRIL 11, 2022

Drive Miro product adoption by leading onboarding for new customers and teams. Contribute to team strategy for new customer onboarding and customer growth/renewal to ensure ongoing customer success. Analyze client behavior in order to develop workflows to successfully address high-risk behavior as well as potential upsell behavior.

Customer Success 3

Customer Success Onboarding Client Onboarding Strategic Thinking 3

SmartKarrot

OCTOBER 1, 2022

Sustain ongoing, detail-oriented relationship management with client decision makers including C-suite executives. Manage a team of Customer Success Managers, enabling them to grow and achieve their targets. Work with the Talent Directors to identify client opportunities and support commercial conversations.

Customer Success 3

Customer Success Logistics Client Onboarding Onboarding 3

SmartKarrot

MARCH 4, 2021

Customer onboarding is necessary to keep customers from churning. Good onboarding is the gap between customer log in and churn. If a customer does not like the onboarding, the chances of them churning are high. If a customer does not like the onboarding, the chances of them churning are high. Like what you are reading?

Onboarding 19

Onboarding Client Onboarding Communication Customer Success 19

SmartKarrot

MARCH 14, 2022

Hold your team accountable for performance metrics related to resolving customer service issues, completing new client onboarding, consistently conducting client product training, identifying and closing renewal and revenue growth opportunities. Lead by example and with enthusiasm and compassion.

Customer Success 3

Customer Success Client Onboarding Onboarding Government 3

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. Create strategy and playbooks that will aid Customer Success Managers in their daily interactions.

Customer Success 3

Customer Success Client Onboarding Onboarding Acquisition 3

SmartKarrot

JULY 16, 2020

1 Communicate and build strong relationships. You should see this more like an opportunity whenever a new client onboards to your company. You begin to play the role of an amicable customer success manager when you and your client plan things together, hence, building a rapport and sense of trust together.

Acquisition 10

Acquisition Client Onboarding Customer Success Onboarding 10

Apptivo

OCTOBER 21, 2021

And that’s why client relationship management tools or CRM tools have been on the rise. Learning how to manage a CRM is one thing. Onboarding emails and steps. Maintaining quick and reliable communication in customer relationship management is critical to a growing company. Create KPIs. Welcome emails.

CRM 98

CRM Healthcare Digital Transformation Software 98

Liston Witherill

OCTOBER 30, 2020

How to Onboard Clients to Your Service Brian believes that onboarding is the experience that makes or breaks a business. As he sees it, there are 3 keys to better client onboarding: Have a single client intake form. Solve for common client issues before they happen.

Value Proposition 52

Value Proposition Onboarding Client Onboarding Decision-making 52

PandaDoc

MAY 8, 2023

This helps businesses manage customer inquiries quickly and efficiently while providing better visibility into the status of any requests. In the sections below, we’ve covered a variety of software solutions (both all-in-one and piecemeal) that teams might use to expand their communication channels and improve customer relationships.

Software 52

Software Software Communication Publishing 52