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

Red Star Kim

JUNE 15, 2023

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. 800,000 global company profiles and 15,000 reports.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

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

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

Establish and maintain close relationships with clients at multiple organizational levels. Develop offering reports to communicate the status of operations to customers and internal teams. Collaborate with clients to understand their business needs and goals and develop a customized plan to help them achieve success.

Customer Success 19

Customer Success Client Onboarding Onboarding Stakeholders 19

SmartKarrot

JANUARY 10, 2023

Developing Customer Success assets, working collaboratively with Marketing, CX, and Sales teams to establish and refine customer materials and solutions. Refining and adding to the initial strategy laid out in sales for key accounts through collaboration with all key internal and external stakeholders.

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

SmartKarrot

APRIL 3, 2023

To align on strategy and drive positive business outcomes, closely collaborate with senior peers in different functional areas of the company, such as Sales, Professional Services, Partner Success, etc. Develop trusting relationships with our clients and cooperate with them to spot areas for growth.

Customer Success 19

Customer Success Client Onboarding Retail Onboarding 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.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

SmartKarrot

APRIL 3, 2023

To align on strategy and drive positive business outcomes, closely collaborate with senior peers in different functional areas of the company, such as Sales, Professional Services, Partner Success, etc. Develop trusting relationships with our clients and cooperate with them to spot areas for growth.

Customer Success 15

Customer Success Client Onboarding Retail Onboarding 15

SmartKarrot

JUNE 18, 2021

Coordinate client deliverables and automation rollouts with engineering and revenue cycle operations departments. Work directly with sales leadership to support customer expansion. Use client data feeds and Alpha Health data inputs to organize performance deliverables and insights. Work closely with their assigned sales teams.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 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 would open a whole new sales channel for any business.

Communication 10

Communication Insurance Onboarding Decision-making 10

SmartKarrot

MAY 25, 2021

Responsible for conducting customer-facing Solution Reviews to communicate services performance, discuss and resolve services issues, and help customers meet their business goals. Lead the sales teams by defining strategy aligned with company-wide goals and vision. Oversee client onboarding of all new clients.

Customer Success 10

Customer Success Client Onboarding Onboarding Negotiation 10

SmartKarrot

JUNE 11, 2021

Ensure a seamless transition from pre- to post-sales, setting customers up for success. Ensure a high level of impact and client satisfaction with the services rendered. Work closely with Sales and Onboarding to run efficient and effective merchant handover and Kick-off meetings.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 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. Change the organizational culture A common thread was that fee-earners have a predominantly inward focus ( e.g. What will clients/referrers be interested in?).

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

SmartKarrot

DECEMBER 4, 2020

Communicate enhancement opportunities & product feedback across engineering, product, sales & marketing. Apply here: [link] Role: Customer Success Manager Location: Sydney, AU Organization: Insight Timer As a Customer Success Manager, you will build significant long term relationships with our key clients in the US market.

Customer Success 10

Customer Success Client Onboarding Stakeholders Onboarding 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. Accountable for the customer-health post-sales. Own the customer experience from post-implementations.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

JULY 22, 2021

Collaborate closely with sales, operations & data teams to ensure clean onboarding of all new self-serve customers. Identify opportunities to grow customers & work with sales/development teams to ensure goals are met. Client onboarding and take-up of the Onfido service working alongside Client and Onfido representatives.

Customer Success 10

Customer Success Onboarding Client Onboarding Publishing 10

SmartKarrot

JUNE 14, 2021

Coordinate, refine and own the deal operations process by working closely with Sales, Finance, and Product. Oversee and coordinate client operations team interaction with the institutional investors and external partners. Manage all post-sales client experience activity, including onboarding, user training, and ongoing engagement.

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. Assist project managers during the client onboarding process. Identify, evaluate, and communicate customer needs and wants into appropriate Planview functions.

Customer Success 10

Customer Success Cybersecurity Value Proposition Client Onboarding 10

SmartKarrot

FEBRUARY 2, 2021

Apply here: [link] Role: Customer Success Manager EU and APAC CSS Location: Bathgate, Scotland, United Kingdom Organization: Catalent Pharma Solutions As a Customer Success Manager, you will be accountable for the onboarding experience that every new customer has on site. Support other CSMs in pursuit of the overall success of Go1.

Customer Success 8

Customer Success Client Onboarding Customer Experience Onboarding 8

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

JANUARY 10, 2022

Communicating the product roadmap to customers and ensuring it meets the customer’s needs. Ensure a successful and robust onboarding experience for all new customers. Client onboarding and take-up of the Onfido service working alongside Client and Onfido representatives. Apply here: [link].

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

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

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. SaaS client retention or user retention has a lot to do with the lifetime value of a customer. 1 Communicate and build strong relationships.

Acquisition 10

Acquisition Client Onboarding Customer Success Onboarding 10

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. Apply here: [link]. Role: Strategic Customer Success Director.

Customer Success 3

Customer Success Onboarding Client Onboarding Strategic Thinking 3

SmartKarrot

OCTOBER 1, 2022

Apply here: [link] Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders at all levels. Creating client staffing plans across Sales and Professional Services.

Customer Success 3

Customer Success Logistics Client Onboarding Onboarding 3

SmartKarrot

JULY 25, 2022

Collaborate cross-functionally, internally with all departments, especially Sales and Marketing. Meet and exceed assigned targets for renewals, sales expansion opportunities, and strategic objectives associated with a portfolio of accounts. Providing clients with analytics and additional reporting mechanisms.

Customer Success 3

Customer Success Client Onboarding Onboarding Acquisition 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

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. But some sales funnels might look different. What A CRM Does. Customize your funnel.

CRM 98

CRM Healthcare Digital Transformation Software 98

Zendesk

APRIL 1, 2022

Client onboarding time, total resolution time, and wrap-up time are a few other metrics CS Ops typically monitors for support and success teams. By the time a consumer reaches a CSM, they’ve likely interacted with marketing messages, a sales rep, and—in the case of SaaS—an implementation specialist.

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. And, if you find Intercom effective for customer support, leverage the same tools for marketing, sales, and other key roles. Enterprise pricing available.

Software 52

Software Software Communication Publishing 52