Remove Client Onboarding Remove Document Remove Key Account Management Remove Onboarding
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Dec 01 – Customer Success Jobs

SmartKarrot

Attend regular internal meetings and provide project status updates and follow up on client requests. Attend client meetings as needed. Review functional scope documents (for enhancements with the system) with internal organization to ensure full details of new functionality have been captured. Apply here: [link].

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Cultivate a cross-selling culture

Red Star Kim

One way is to embed the right cross-selling and referrer management attitudes and behaviours into other programmes – for example, into campaigns, content management, networking and Key Account Management (KAM). Another cultural shift. Internal communication – Why, how and what (kimtasso.com).

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What Is a Client Partner’s Playbook? Where Can I Download a Free Template?

SmartKarrot

A merge of their thoughts in the playbook would help make the document well-versed for any different situations down the road. Defining the process Decisiveness from client partners can help win the trust and confidence of the client. Get your free Key Account Management Playbook template today!