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Top 7 mistakes to avoid in a Client Onboarding Playbook

SmartKarrot

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.

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June 12 – Customer Success Jobs

SmartKarrot

Role: Customer Success Specialist Location: United States (Remote) Organization: SwiftComply As a Customer Success Specialist, you’ll respond to incoming emails, phone calls, and video requests from more than 400 government agencies and their service suppliers in a courteous, timely, and individualised manner.

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Oct 18 – Customer Success Jobs

SmartKarrot

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 from C-suite to Hands-in-keyboards. Apply here: [link].

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May 19 – Customer Success Jobs

SmartKarrot

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 from C-suite to Hands-in-keyboards. Data Focus – analyzing and continuously improving how we work.

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Jun 18 – Customer Success Jobs

SmartKarrot

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.

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Sep 30 – Customer Success Jobs

SmartKarrot

Role: VP of Customer Success Location: Remote, Boston, MA, US Organization: Eleanor Health As a VP of Customer Success, you will lead, mentor and motivate a team of customer success professionals. Understand and capture your customers’ challenges and objectives, and position potential solutions.

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Aug 05 – Customer Success Jobs

SmartKarrot

Role: Enterprise, Customer Success Director Location: Santa Barbara, CA, US Organization: Impact As an Enterprise Customer Success Director, you will be delivering world-class support to the top clients. Maintain a balanced proactive/reactive relationship with your assigned accounts.