Strategic Account Management Association

SEPTEMBER 11, 2020

CRM tools are not designed to manage triggered work streams or focus on sustaining and protecting ongoing revenue and client relationships – all activities that are fundamental to the successful implementation of a strategic accounts approach. Customer success is focused on retention, loyalty and advocacy.

CXM 520

CXM Account Management Customer Experience Management 520

Arpedio

JANUARY 3, 2024

In the intricate world of business operations , the distinction between roles in sales and client management is pivotal. Specifically, sales positions such as Account Executive and Account Manager are critical in driving a business’s success. The role necessitates a strong emphasis on sales metrics and performance.

Account Management 52

Account Management Management Acquisition Account Growth 52

Zendesk

OCTOBER 13, 2023

Customer quarterly business review playbook example The goal: A quarterly business review (QBR) playbook should provide a comprehensive framework for customer success teams to evaluate, strategize, and strengthen client relationships while a contract is current.

Customer Success 52

Customer Success Onboarding Customer Life Cycle Customer Experience 52

SmartKarrot

MAY 18, 2022

Become an expert on PX platform, to optimize lead campaigns, and transfer this knowledge to the clients. Build and maintain client relationships at all levels through frequent meetings, trade shows, and continuous communication. Work cross functionally within GfK to ensure client needs are met and any issues are overcome.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

SmartKarrot

MARCH 17, 2022

Responsible for reporting Churn and Downsell metrics to the VP of Customer Success. Interface with Sales and G&A to resolve contract issues, to obtain appropriate fees associated with additions or changes in service(s), and to ensure that clients are billed correctly. Apply here: [link].

Customer Success 19

Customer Success Customer Life Cycle Stakeholders Onboarding 19

SmartKarrot

JULY 1, 2020

Collaborate internally with key stakeholders including marketing, sales, product, engineering and legal in order to ensure software adoption as well as customer success. Customer Success Architect is ultimately deployed to ensure customers fully leverage and get value from all aspects of the DocuSign platform.

Customer Success 10

Customer Success Customer Life Cycle Partnership Management Negotiation 10

SmartKarrot

MAY 19, 2020

Represent the voice of the customer to provide inputs to the core product, marketing, and sales teams. Collaborate with the development team to set up or configure the software platform as per customers’ requirements. Identify and articulate how their solution supports the achievement of the Customer’s strategic business goals.

Customer Success 10

Customer Success Customer Life Cycle Onboarding Client Relationships 10