SmartKarrot

JULY 1, 2020

Getting started with a client in the right way is most important in building a long lasting relationship with clients. That’s why a client onboarding checklist is mandatory for you to cover every aspect of onboarding with your clients. So, let’s get started with the client onboarding checklist.

Client Onboarding 10

Client Onboarding Onboarding Customer Success Meetings 10

SmartKarrot

JULY 2, 2020

Client onboarding is the phase when you start building a relationship with your client. The best way to avoid any confusion or missing out on any step during onboarding is to follow a client onboarding template. As a customer success manager, your main responsibility is to retain the customer for long-term.

Client Onboarding 10

Client Onboarding Onboarding Customer Success Account Management 10

SmartKarrot

JULY 2, 2020

Client onboarding is the phase when you start building a relationship with your client. The best way to avoid any confusion or missing out on any step during onboarding is to follow a client onboarding template. As a customer success manager, your main responsibility is to retain the customer for long-term.

Client Onboarding 10

Client Onboarding Onboarding Customer Success Account Management 10

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

PandaDoc

MARCH 9, 2024

While we all know and love this famous communication tool, not many of us know it has the potential to become even more powerful when integrated with productivity and task management tools like Trello and file management platforms like PandaDoc. Pricing: Trello’s paid plans start at $5 per user/month when you pay annually.

Co-Creation 52

Co-Creation Communication Meetings Onboarding 52

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.” .

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

SmartKarrot

MAY 18, 2023

Role: Customer Success Manager Location: Berlin, Germany (Remote) Organization: Canonical As a Customer Success Manager, you’ll familiarise new Canonical customers to our products and customer support procedures. Work together with sales and support to create and deliver engagement plans that achieve the goals of the client.

Customer Success 19

Customer Success Client Onboarding Onboarding Digitalization 19

SmartKarrot

MAY 22, 2023

The customer strategy will be completely in line with the CC’s area management strategies as well as our divisional goals. To promote customer success and loyalty, assemble a team of customer success managers and customer care agents. Cultivate enduring connections with BioSpace customers.

Customer Success 19

Customer Success Client Onboarding Onboarding Organization 19

CMOE

FEBRUARY 3, 2022

You notice (from self, manager, peer, or customer assessments) that a team member could improve in certain areas. Assessments can include self, peer, manager, and/or client assessments. to help your team member improve their amiability with prospective clients), you would consider metrics from client assessments.

Sales 52

Sales Client Onboarding Sales Management Onboarding 52

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. Manage complex, cross-functional customer implementations for new product deployments. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Stakeholders 19

Hubspot Sales

DECEMBER 12, 2019

Management Consulting. Management consulting is the most common type of consulting and includes many different niche consulting careers under its umbrella. Firms like McKinsey , Bain & Company , and Deloitte primarily work in management consulting. It’s a $260 billion industry — at least, where it stands as of 2019.

Healthcare 115

Healthcare Supply Chain Software Software 115

SmartKarrot

DECEMBER 1, 2022

Manage software defects reported by clients, log them into a defect tracking system and work with client support managers for resolution. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations. Apply here: [link]. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 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

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

Strengthen and expand the relationships with clients and partners by establishing trusted and productive relationships with key stakeholders. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations. Manage the client data collection process throughout onboarding.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

SmartKarrot

SEPTEMBER 7, 2022

Execute on a customer business outcomes-driven strategy to ensure successful onboarding, adoption, retention, renewal, and expansion of your customer portfolio. Partner with Sales, Account Management, and Implementation teams to ensure effective success plans are in place for existing and incoming customers.

Customer Success 19

Customer Success Stakeholders Client Onboarding Onboarding 19

SmartKarrot

JUNE 12, 2023

As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. Think creatively to address issues and pay attention to clients’ needs. Utilise and keep up a knowledge base, asset management system, and service management system for information technology.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 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

JULY 17, 2020

Most of the SaaS businesses now realize the value of having a well-equipped customer success manager and team to root the evolving success of their company. Satisfied clients are beaming with renewals and expanding the base, ensuring steady growth in the financial facets. Luckily enough, this blog helps you do that. Let’s go now.

Customer Success 10

Customer Success Management Client Onboarding Onboarding 10

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. Ramp up CSMs’ knowledge of the platform and internal operations.

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

SmartKarrot

APRIL 19, 2022

Deliver on revenue growth and understand the overall measurable growth of client base. Apply here: [link] Role: Customer Success Manager Location: Remote, United Kingdom Organization: Sailthru As a Customer Success Manager, you will be responsible for the management of a portfolio of client accounts to foster long-term business relationships.

Customer Success 19

Customer Success Client Onboarding Performance Review Customer Value 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

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

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. As the manager, you will need to find the leads and prospects for your employees. There is always more to learn.

Sales Training 52

Sales Training Negotiation Sales Decision-making 52

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. Manage customer relationships and expectations.

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

JULY 22, 2020

Role: Customer Success Manager Location: American Fork, Utah, US Organization: Domo, Inc. As a Customer Success Manager, you will have to understand the overall vision of the company and help stakeholders achieve business success through the Domo platform. Drive product adoption and identify growth opportunities.

Customer Success 10

Customer Success Client Onboarding Onboarding Client Relationships 10

SmartKarrot

APRIL 20, 2021

Apply here: [link] Role: Director of Customer Success Location: Boise, ID, US Organization: QDM Inc As a Director of Customer Success, you will manage a growing team of client success specialists and work with them to optimize performance and processes for the clients they directly manage. Apply here: [link].

Customer Success 10

Customer Success Client Onboarding Stakeholders Onboarding 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. Oversee client onboarding of all new clients.

Customer Success 10

Customer Success Client Onboarding Onboarding Negotiation 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

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

DECEMBER 4, 2020

Provide leadership to individuals on team(s) through coaching, feedback, development goals, and performance management. Closely manage and nurture accounts to identify and eliminate the risk of attrition. Develop client onboarding plan and work with new clients to ensure smooth onboarding.

Customer Success 10

Customer Success Client Onboarding Stakeholders Onboarding 10

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

FEBRUARY 2, 2021

Launch and manage AB and multivariate testing across P4’s portfolio of sites. Apply here: [link] Role: Customer Succes Manager Location: London, England, United Kingdom Organization: Office App As a Customer Success Manager, you will be responsible for full accountability of client portfolio from contract signature.

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. Client onboarding and take-up of the Onfido service working alongside Client and Onfido representatives.

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3