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

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

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 : Paid plans begin from $8/user/month.

Co-Creation 52

Co-Creation Communication Meetings Onboarding 52

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

CMOE

FEBRUARY 3, 2022

Coaching your sales team members is a great way to boost performance, build relationships, and improve retention of sales team members. What Is Sales Coaching Effectiveness? Sales coaching effectiveness is the process of measuring the results of sales coaching efforts. How Do You Coach a Sales Representative?

Sales 52

Sales Client Onboarding Sales Management Onboarding 52

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

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. Solve for common client issues before they happen.

Value Proposition 52

Value Proposition Onboarding Client Onboarding Decision-making 52

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

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

MAY 22, 2023

Actively seek for chances to improve the client experience and offer specialised advice and remedies. In order to ensure a seamless and successful installation of our goods or services, assist customers with the onboarding process. Cultivate enduring connections with BioSpace customers.

Customer Success 19

Customer Success Client Onboarding Onboarding Organization 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

SEPTEMBER 25, 2020

Therefore, to save your company’s environment from the pernicious seeds of churn, you will have to sprinkle in some of the customer onboarding best practices. Now, what is the customer onboarding meaning or customer onboarding plan? Not only till the onboarding process, but data will also be your go-to beyond it.

Onboarding 8

Onboarding Artificial Intelligence Brainstorming Client Onboarding 8

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

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. Responsible for the onboarding process for new accounts to ensure successful implementations. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Stakeholders 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

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. Apply here: [link].

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

Hubspot Sales

DECEMBER 12, 2019

For example, let’s say you were hired to assess a sales team’s performance. Upon initial assessment, you recommend a new sales strategy and training plan. Management Consulting. Management consulting is the most common type of consulting and includes many different niche consulting careers under its umbrella.

Healthcare 108

Healthcare Supply Chain Software Software 108

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

SBI

JULY 12, 2018

In this series, we ask Sales Tech Executives to describe how their solution can change a sales organization in a significant way. We call it Sales Tech Game Changers. Nancy: What are the top 3 ways your solution changes the game for a sales organization? Connect with him on LinkedIn or Twitter.

Marketing 41

Marketing Sales Client Onboarding Decision-making 41

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. To assist with aftermarket sales efforts, conduct research on and rebuild relationships with current customers in CRM.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19

SmartKarrot

APRIL 19, 2022

Partner closely with Arable’s Sales and Product organizations to seamlessly translate customer value opportunities into new solutions and expansion sales opportunities. Deliver on revenue growth and understand the overall measurable growth of client base.

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

Customer Success 15

Customer Success Client Onboarding Retail Onboarding 15

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

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

Role: VP of Customer Success Location: New York, NY, US Organization: Narmi As a VP of Customer Success, you will grow and build a product-led Customer Success organization to ensure scalability as Narmi onboards dozens of new customers over the next few years. Help manage upsell processes and procedures.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 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, 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 Customer Success, retention and growth.

Customer Success 10

Customer Success Client Onboarding Onboarding Client Relationships 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

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. Identify and help build out vital collateral for retention and onboarding.

Customer Success 10

Customer Success Client Onboarding Onboarding Negotiation 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

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 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. 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

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 would open a whole new sales channel for any business.

Communication 10

Communication Insurance Onboarding Decision-making 10