Client Onboarding Management Onboarding Webinar 
Red Star Kim
JUNE 15, 2023
At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Others may find that the M&BD team is responsible for research.
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.
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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. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations.
SmartKarrot
JUNE 12, 2023
Produce written and spoken content, host webinars, and conduct one-on-one training sessions. As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. Utilise and keep up a knowledge base, asset management system, and service management system for information technology.
PandaDoc
MAY 28, 2024
Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. Customer knowledge even transfers to other areas, such as improving client onboarding. This information scores them points with their manager. SDR and closers give prospect feedback to management.
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.
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.
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