Red Star Kim

JUNE 16, 2022

Alongside generating new business directly from clients and developing existing client relationships, referrer management was seen as vital to generate revenue and profit – particularly for those reliant on commercial transactions in B2B and consumer clients in B2C. We tried out various tools (e.g.

Management 130

Management Key Account Management Digitalization Communication 130

Arpedio

JANUARY 3, 2024

These roles may sound similar, but they come with distinct responsibilities, skill sets, and impacts on client relationship management. Tasked with the acquisition of new clients, they navigate the initial stages of the sales hierarchy , strategically moving leads through the sales funnel to close deals.

Account Management 52

Account Management Management Acquisition Account Growth 52

DemandFarm

MAY 22, 2023

Key Account Managers can, in turn, provide insights on maintaining long-term client relationships, personalizing solutions, and handling complex client issues. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Zendesk

OCTOBER 13, 2023

Businesses can use them to onboard new customers, troubleshoot problems, and upsell products or services. Account escalation: directs agents on communicating that prices are increasing. Onboard stall: guides agents on following up with prospects during the customer onboarding phase when progress slows. Data analysis.

Customer Success 52

Customer Success Onboarding Customer Life Cycle Customer Experience 52

Arpedio

FEBRUARY 14, 2024

Understanding the nuances between account management and sales can help businesses optimize their strategies and ensure long-term client relationships. They are responsible for prospecting, qualifying leads, and presenting the company’s products or services to potential clients.

Account Management 52

Account Management Management Sales Client Relationships 52

Arpedio

DECEMBER 19, 2023

Account managers are responsible for understanding the client’s needs, ensuring their satisfaction, and identifying opportunities for upselling or cross-selling. They act as the bridge between the client and the company, facilitating communication and problem-solving. Check out ARPEDIO’s Account Management solution here.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Insightly

SEPTEMBER 27, 2023

Structured approach to onboarding and training elevates user adoption To effectively implement a CRM at a small , midsize company or even an enterprise -sized company, one must possess a unique blend of skills and knowledge, ranging from sales pipelines to database management and third-party integrations.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

Structured approach to onboarding and training elevates user adoption To effectively implement a CRM at a small , midsize company or even an enterprise -sized company, one must possess a unique blend of skills and knowledge, ranging from sales pipelines to database management and third-party integrations.

CRM 52

CRM Onboarding Brainstorming Software 52

Arpedio

AUGUST 22, 2023

Introduction to account management best practices Navigating the realm of account management requires more than just managing client relationships – it’s about fostering strategic partnerships that drive mutual growth, and propelling success for both your clients and your business.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

ACT

AUGUST 24, 2022

No matter what size your business is, chances are you can benefit from better efficiency through marketing and workflow automation as well as easy access to all of your client information in one place. Forrester Research reports that financial advisors can improve prospect-to-client conversion rates by up to 300% when they use CRM.

CRM 52

CRM Financial Services Client Relationships Media 52

DemandFarm

MAY 2, 2024

Effective relationship management transcends mere customer satisfaction—it’s a strategic endeavour that involves nurturing deep connections that foster loyalty, satisfaction, and mutual growth. A relationship manager is at the forefront of fostering these important client relationships.

Management 40

Management Banking CRM Profitability 40

Showpad

MAY 14, 2021

Whether that means focusing a little bit more on onboarding (if ramp time is a problem) or on inspiring collaboration between sales and marketing teams. Develop an ongoing communications plan : A lack of communication will doom your sales enablement strategy before it even has a chance.

Sales 59

Sales Stakeholders Construction Leadership 59

Hubspot Sales

JUNE 29, 2023

Fortunately, tech tools can simplify the process so you have more time to build client relationships, instead of punching in data,” adds Caldwell. This can help you change a client's thought from “I don’t decide on the first day of learning about products” to “let’s get my partner onboard.” Leverage social proof.

Insurance 101

Insurance Sales Interpersonal Skills Decision-making 101

Showpad

MAY 7, 2021

Some of the essential features that any virtual sales platform should offer include: Simplified communication and collaboration tools. With this intel, your reps can foster more engaging, informative and meaningful conversations in a virtual sales meeting , ultimately driving revenue or nurturing long-term client relationships.

Sales 59

Sales Digitalization Onboarding Remote Working 59

SmartKarrot

JUNE 2, 2023

Role: Customer Success Coordinator Location: United States (Remote) Organization: Obility As a Customer Success Coordinator, you’ll serve as your clients’ main point of contact and communications coordinator using email, Slack, and Zoom. Develop and maintain excellent relationships with internal team members and customers.

Customer Success 19

Customer Success Onboarding Leadership Client Relationships 19

Red Star Kim

APRIL 12, 2023

Another aspect of the culture shock is that in professional services we refer to clients rather than customers. For example: Any thoughts on some useful language/techniques to motivate BD-shy fee-earners to commit more time/energy to BD exercises?

Media 130

Media Marketing B2C Stakeholders 130

PandaDoc

MAY 28, 2024

Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. Customer knowledge even transfers to other areas, such as improving client onboarding. At the same time, they need to look for problems that clients may not be aware of.

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

APRIL 17, 2023

Apply here: [link] Role: Customer Success Manager Location: Munich, Bavaria, Germany (On-site) Organization: Building Radar As a Customer Success Manager, you’ll be onboarding new clients involves organising and carrying out kick-off events with them as well as helping with the implementation of the sales process.

Customer Success 19

Customer Success Onboarding Client Relationships Software 19

SmartKarrot

JANUARY 28, 2022

Own the health of your client relationships in all respects: product utilization, campaign success, contract renewal, and beyond. Establish and maintain a solid relationship with the users through one-shot campaigns, seasonal initiatives, and daily communications. Apply here: [link].

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

SmartKarrot

AUGUST 29, 2022

Role: Senior Customer Success Manager Location: Boston, MA, US Organization: LeanIX As a Senior Customer Success Manager, you will be responsible for the retention of customer accounts by ensuring continuous communication and relentless support and guidance. Ensure a successful and robust onboarding experience for all new customers.

Customer Success 19

Customer Success Procurement Onboarding Government 19

SmartKarrot

DECEMBER 6, 2022

Role: Customer Success Specialist Location: Remote, United States Organization: Recyclist As a Customer Success Specialist, you will build and nurture relationships with a growing group of customers through each stage of the customer lifecycle, from onboarding through renewals.

Customer Success 19

Customer Success Brainstorming Onboarding Government 19

Showpad

OCTOBER 31, 2019

Every minute spent trawling the inbox for one piece of collateral or a prospect pool of a thousand names deep is valuable time spent not selling or furthering a client relationship. An instrument for Sales onboarding : Getting new reps up to speed on policies, content, and other specifics takes time.

Sales 53

Sales Client Relationships Procurement Decision-making 53

SmartKarrot

MARCH 17, 2022

Develop and manage relationships with the client stakeholders to deliver regular communications, manage and support Tahora events, deliver marketing materials and maximize onboarding success. Monitor client KPIs and targets to ensure success. Drive Customer engagement, customer renewals, and increase NPS.

Customer Success 19

Customer Success Customer Life Cycle Stakeholders Onboarding 19

SmartKarrot

MARCH 29, 2022

Apply here: [link] Role: Customer Success Director, HLS Location: Remote, United States Organization: Astound Commerce As a Customer Success Director, you will create and maintain strong client relationships at the stakeholder level in order to build long-term and growing accounts. Management of the change management process.

Customer Success 19

Customer Success Transportation Client Relationships Stakeholders 19

SmartKarrot

AUGUST 24, 2022

Creating a success plan in partnership with your customer, onboarding, training, driving platform utilization, conducting routine business reviews, orchestrating resources aligned to driving customer value. Develop collateral and conduct periodic business reviews with client executive teams.

Customer Success 19

Customer Success Onboarding Client Relationships Leadership 19

SmartKarrot

NOVEMBER 10, 2022

Support the broader team in new business growth and the ownership of client strategy and ongoing strategic account recommendations to drive client return. Developing relevant marketing reports and client-facing account proposals with the support of cross-functional teams. Apply here: [link].

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

PandaDoc

APRIL 24, 2023

Sales enablement techniques include using coaching, relevant content, training, and technology to help sales agents onboard, improve their sales skills, and sell more and faster. Begin training from your first onboarding sessions, and seek to create sales training that gets reps excited with collaborative learning.

Sales 52

Sales e-Learning Onboarding Software 52

SmartKarrot

SEPTEMBER 21, 2021

Partner closely with Castlight executive leadership team to strengthen client relationships and formulate growth strategy. Build, own, and execute client success and engagement plans. Work across internal departments to ensure that client expectations and requirements are clearly understood.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

Insightly

NOVEMBER 1, 2022

Increase customer lifetime value (CLV): CRM models can help you increase CLV across every client relationship. Remember — retaining customers is significantly cheaper than onboarding new ones. Customer intimacy: Armed with the data you’ve gathered, you can refine how you communicate with customers.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

SmartKarrot

NOVEMBER 30, 2023

Pragya stressed the importance of maintaining communication with stakeholders, ensuring that both the decision-makers and end-users understand the product’s purpose and value. Identifying Key Risks Pragya’s approach to risk management begins with understanding why a client has chosen the product and what they expect from it.

Management 10

Management Stakeholders Value Proposition Onboarding 10

SmartKarrot

APRIL 15, 2022

Partner closely with Manage, hire, develop and onboard a team of strategic account executives to serve the needs of the customers and business. Plan, schedule and oversee key client communication points. Understand the clients’ needs and business objectives and ensure Sopro delivers against them.

Customer Success 19

Customer Success Onboarding Negotiation Leadership 19

SmartKarrot

NOVEMBER 24, 2022

Ensure alignment between CS/BDE teams to support books of business and client partnership growth. Provide monthly agency insights on the development of best practices and processes to promote alignment, collaboration, and accountability for successful client relationships. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Suppliers Client Relationships Onboarding 19

SmartKarrot

APRIL 6, 2022

As a Customer Success Manager, you will be managing all aspects of client success from initial onboarding, training, upsell and ultimately renewal. Managing client expectations for workflow and responsibilities. Deliver a world-class experience to an expanding portfolio of clients across UK and Europe.

Customer Success 19

Customer Success Value Proposition Onboarding Customer Experience 19

SmartKarrot

AUGUST 19, 2022

Build and nurture trusted, long-lasting relationships with C-suite partner leaders. Use outstanding communication skills to present to and influence both potential and existing customers. Work with marketing department on customer communication strategy and nurture campaigns. Negotiate/close deals.

Customer Success 19

Customer Success Construction Negotiation Acquisition 19

SmartKarrot

APRIL 25, 2022

Apply here: [link] Role: Customer Success Manager Location: Austin, TX, US (Hybrid) Organization: Ed-Fi Alliance As a Customer Success Manager, you will be developing strategic direction for pre and post-member implementation, managing onboarding and technology optimization, and the Ed-Fi adoption journey.

Customer Success 19

Customer Success Client Relationships Communication Stakeholders 19

SmartKarrot

MAY 10, 2023

Successful Communication. You must genuinely make sure that client and corporate expectations are realised. Apply here: [link] Role: Customer Success Manager Location: Austin, TX, United States (Remote) Organization: Overhaul As a Customer Success Manager, you’ll analyse consumer information to enhance the client experience.

Customer Success 19

Customer Success Client Relationships Stakeholders Onboarding 19

SmartKarrot

APRIL 12, 2022

Interface with other departments leads to share ideas, communicate service offerings, and to identify and deliver new solutions for clients. Identify and communicate senior management key client opportunities, potential risks, and other key nuances which affect the health of the business.

Customer Success 19

Customer Success Account Management Retail Advertising 19