Brooks Group

APRIL 17, 2023

What Is the Best Enterprise Sales Training? Enterprise selling is sometimes overlooked in companies’ training because the sales process focuses more on other parts of the training deemed more important. However, enterprise selling is one of the most important parts of company sales training.

Sales Training 52

Sales Training Negotiation Sales Decision-making 52

Insightly

FEBRUARY 18, 2022

Sales representatives’ interactions. With a SCV, sales reps benefit when they know what content piece or pages a prospective customer viewed that prompted them to talk to sales. . Sales Representatives’ Interactions. SCVs include the most important driver of revenue in a business: sales representatives’ interactions.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

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

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. Partnering with the Sales and Product teams to define product goals and Tread’s roadmap.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 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. Develop offering reports to communicate the status of operations to customers and internal teams. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding 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. condense and provide our clients with actionable information via reports.

Customer Success 19

Customer Success Client Onboarding Retail Onboarding 19

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

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

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

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. condense and provide our clients with actionable information via reports.

Customer Success 15

Customer Success Client Onboarding Retail Onboarding 15

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

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. Hire, mentor, and train customer success team.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

JUNE 11, 2021

Deploy a team to project manage key customer deliverables and ensure on-time delivery. Help manage upsell processes and procedures. Develop a strong relationship with clients based on value add, expertise, and being a trusted partner. Manage adoption across all stakeholders for Measured products and services.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 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

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

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

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

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

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 30, 2020

Work closely with the Sales organizations to develop and execute growth plans and strategies to drive License Agreements for Urbint. Develops and mentors other team members to help improve their technical knowledge, project management, and customer management skills. Assist project managers during the client onboarding process.

Customer Success 10

Customer Success Cybersecurity Value Proposition Client Onboarding 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

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

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

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

APRIL 11, 2022

Hold your team accountable for performance metrics related to resolving customer service issues, completing new client onboarding, consistently conducting client product training, and identifying and closing renewal and revenue growth opportunities. Role: Senior Customer Success Manager. Role: Customer Success Manager.

Customer Success 3

Customer Success Onboarding Client Onboarding Strategic Thinking 3

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. Coach and develop team members with a hands-on approach.

Customer Success 3

Customer Success Client Onboarding Onboarding Government 3

Apptivo

OCTOBER 21, 2021

And that’s why client relationship management tools or CRM tools have been on the rise. Why does it matter, and how can we optimize these tools to improve sales and customer service? Fundamentally, CRM software is a program that helps company sales teams, customer service teams, and marketing teams achieve three functions.

CRM 98

CRM Healthcare Digital Transformation Software 98

SmartKarrot

JULY 16, 2020

Formula: Total cost of the sales + Marketing / Total number of customers acquired. LTV is a measure of how much a client will spend over the source of his entire tenure with a business. 1 Communicate and build strong relationships. You should see this more like an opportunity whenever a new client onboards to your company.

Acquisition 10

Acquisition Client Onboarding Customer Success Onboarding 10

SmartKarrot

SEPTEMBER 25, 2020

Be it a customer’s buying tendencies, website dynamics, sales cycle length, or the wavelength of customers’ demands – collect as much as relevant data possible. Not only till the onboarding process, but data will also be your go-to beyond it. One of the ‘goes-without-saying’ best practices is communication. Talk it out.

Onboarding 8

Onboarding Artificial Intelligence Brainstorming Client Onboarding 8

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

Liston Witherill

OCTOBER 30, 2020

Once you build systems and prove that they work, you can outsource marketing, sales, and delivery to people who are much better at it than you. How to Onboard Clients to Your Service Brian believes that onboarding is the experience that makes or breaks a business. You’ll also have the ability to market effectively.

Value Proposition 52

Value Proposition Onboarding Client Onboarding Decision-making 52

SmartKarrot

MARCH 4, 2021

Customer onboarding is necessary to keep customers from churning. It is the first interaction between customers and the product after sale. Post the sale handoff, this is the first attachment with the company. Good onboarding is the gap between customer log in and churn. Need for a Customer Onboarding Specialist.

Onboarding 19

Onboarding Client Onboarding Communication Customer Success 19

PandaDoc

MAY 8, 2023

There are several types of support tools available, and each is designed with specific features and capabilities that can help to maximize customer satisfaction and drive sales. This helps businesses manage customer inquiries quickly and efficiently while providing better visibility into the status of any requests. Ease of use: 8.5/10

Software 52

Software Software Communication Publishing 52