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

SmartKarrot

JANUARY 28, 2022

Role: Customer Success Director Location: Remote, United States Organization: impact.com As a Customer Success Director, you will be delivering world-class support to the top clients. Maintain a balanced proactive/reactive relationship with your assigned accounts.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

Showpad

OCTOBER 31, 2019

However, all the legwork that must be completed to facilitate that productivity and effectiveness is a challenge that Sales organizations struggle with. . The right Sales enablement platform empowers your reps and aligns your Sales and Marketing departments, making it an indispensable part of the modern Sales organization stack. .

Sales 53

Sales Client Relationships Procurement Decision-making 53

SmartKarrot

AUGUST 27, 2021

Role: Vice President of Customer Success Location: Remote, Salinas, CA, US Organization: HeavyConnect As a Vice President of Customer Success, you will act as a role model of HeavyConnect’s values for the Customer Success teams and build on the SaaS customer-centric environment.

Customer Success 19

Customer Success Facilitation Onboarding Client Relationships 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. As you might expect, traits of a sales enablement manager include a high level of organization and a keen interest in data analysis.

Sales 52

Sales e-Learning Onboarding Software 52

SmartKarrot

OCTOBER 12, 2022

Role: Director, Client Success Location: Portsmouth, NH, US (On-site) Organization: Bottomline Technologies As a Director of Client Success, you will lead the CSMs and CSAs to become their client’s trusted advisors; while also strategically developing client, vendor, and internal relationships yourself.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

Red Star Kim

APRIL 12, 2023

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. Another aspect of the culture shock is that in professional services we refer to clients rather than customers. HubSpot puts it more succinctly: customers buy products, and clients buy advice and solutions.

Media 130

Media Marketing B2C Stakeholders 130

SmartKarrot

OCTOBER 13, 2022

Role: Director, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Bakkt As a Director of Customer Success, you will collaborate with Product, Marketing, and Legal and Compliance to develop materials and resources to set new customers up for success and drive adoption and engagement in product.

Customer Success 19

Customer Success Client Relationships Facilitation Account Strategy 19

SmartKarrot

NOVEMBER 10, 2021

Role: Customer Success Director Location: Remote, United States Organization: Innovaccer As a Customer Success Director, you will understand customer needs and be a client-counselor by working together with the customer to come up with solutions to key customer problems.

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

SmartKarrot

NOVEMBER 30, 2023

Implement Risk Mitigation Strategies Pragya emphasized the need for a seamless onboarding process, acknowledging that onboarding is a critical phase for building a strong client relationship. Proactive onboarding, where the customer success team takes the lead, increases the likelihood of client retention.

Management 10

Management Stakeholders Value Proposition Onboarding 10

SmartKarrot

JULY 21, 2020

Role: Senior Customer Success Manager Location: Atlanta, US Organization: Alfresco CSM plays a key role in creating a centre of excellence around the client experience that ensures strong client relationships and retention. Increase renewal rates and identify cross-sell/up-sell opportunities.

Customer Success 10

Customer Success Client Relationships Onboarding Account Growth 10

Arpedio

MARCH 5, 2024

In this comprehensive guide, we’ll delve into the world of account management solutions, exploring what they entail, why they matter, and how they can benefit your organization. Book demo Key Features and Components Client Database Management At the core of any account management solution lies robust client database management.

Account Management 52

Account Management Management Client Relationships Facilitation 52

SmartKarrot

NOVEMBER 11, 2020

Role: Vice President of Customer Success Location: Englewood, CO, US Organization: WOW! Develop effective customer success programs to ensure successful onboarding, adoption, retention, and revenue growth. Developing customer relationships that promote retention, loyalty, and lifetime value.

Customer Success 10

Customer Success Onboarding Key Account Management Government 10

SmartKarrot

MARCH 8, 2021

Role: Director, Customer Experience Location: Irving, TX, US Organization: Pinnacle Propane, LLC As a Director of Customer Experience, you will manage a small functional team of 2 to 3 people and functionally manage 20 customer service centers in 8 states. Provide technical and product support to a variety of client personas.

Customer Success 10

Customer Success Customer Experience Onboarding Client Relationships 10

SmartKarrot

DECEMBER 2, 2020

Role: Director of Customer Success Location: Remote, San Francisco, CA, US Organization: Wonderschool As a Director of Customer Success, you will manage, coach, inspire a talented team of technical Onboarders and customer support/success. Your role is a sales and client relationship role, not a technical support role.

Customer Success 10

Customer Success Onboarding Account Management Innovation 10

SmartKarrot

MAY 26, 2020

Role: Customer Success Manager Location: Newyork, US Organization: Whisbi As a Customer Success Manager, you will be the face of Whisbi in North America, helping customers to reach their KPIs as they expand their online sales capabilities using Whisbi’s conversational sales solutions.

Customer Success 10

Customer Success Onboarding Negotiation Client Relationships 10

SmartKarrot

MAY 11, 2021

Apply here: [link] Role: Director, Customer Success Location: New York, NY, US Organization: Measured As a Director of Customer Success, you will own day-to-day client relationship across seniority levels for a portfolio of 10+ Measured brands. Creating and executing customer success plans for each allocated customer.

Customer Success 10

Customer Success Stakeholders Onboarding Performance Review 10

SmartKarrot

MAY 19, 2020

Apply here: [link] Role: Customer Success Manager Location: Los Angeles, CA, US Organization: Alpha As a CSM at Alpha, You’ll need to be adaptive, help invent new processes and interact with customers on a daily basis to drive adoption and engagement.

Customer Success 10

Customer Success Customer Life Cycle Onboarding Client Relationships 10

SmartKarrot

JUNE 22, 2021

Role: Customer Success Director Location: Remote, United States Organization: Terminal As a Customer Success Director, you will lead client relationships to facilitate seamless onboarding, ensuring strong relationships and alignment of expectations through the entire customer lifecycle.

Customer Success 10

Customer Success Acquisition Client Relationships Facilitation 10

SmartKarrot

MAY 6, 2021

Role: Customer Success Director – Healthcare Location: Remote, San Francisco Bay Area, US Organization: Innovaccer As a Customer Success Director, you will understand customer needs and be a client counselor by working together with the customer to come up with solutions to key customer problems.

Customer Success 10

Customer Success Healthcare Client Relationships Facilitation 10

SmartKarrot

MARCH 23, 2021

Role: Director of Customer Success Location: San Francisco, CA, US Organization: Oura As a Director of Customer Success, you will use quantitative and qualitative feedback to drive product, sales, and operational improvements with leadership teams across the company that enhance the Oura B2B experience. Apply here: [link] Role: Sr.

Customer Success 10

Customer Success Stakeholders Government Leadership 10

SmartKarrot

JULY 1, 2020

Role: Platform Partnership Manager Location: Newyork, US Organization: Stripe Stripe is looking for someone who can manage their existing partners and identify new opportunities to expand and grow the relationships. Apply here: [link] Role: Enterprise Customer Success Manager Location: London, England, UK Organization: Nitro, Inc.

Customer Success 10

Customer Success Customer Life Cycle Partnership Management Negotiation 10

SmartKarrot

MARCH 8, 2022

With over 30 years in the industry, Annette is a professional coach, consultant, customer journey mapping facilitator, thought leader, and influencer. Her various books, blogs, articles, and whitepapers have helped many people understand the program, planning, and operational structure of Customer Success Organizations. Annette Franz.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

SmartKarrot

JANUARY 18, 2022

Role: Director of Client Success Location: San Diego, CA, US (On-site) Organization: Dassault Systèmes As a Director of Client Success, you will drive Customer satisfaction & advocacy prioritize, escalate and manage customer critical issues. Managing customer expectations to align with business processes and protocols.

Customer Success 3

Customer Success Facilitation Onboarding Stakeholders 3

SmartKarrot

MAY 25, 2022

Role: Director of Client Success Location: Lakeland, FL, US (On-site) Organization: Saddle Creek Logistics Services As a Director of Client Success, you will be gaining an understanding of the value drivers for key clients. Measuring and communicating the value provided to clients via business reviews.

Customer Success 3

Customer Success Logistics Onboarding Advertising 3

Showpad

JANUARY 26, 2020

Sales enablement professionals should be prepared for risks to Sales productivity, Marketing alignment, Sales onboarding efficiency, and other key operational areas. . The best way to stay ahead of those challenges is simply to know what they are and how they might manifest in the day to day of a Sales organization. .

Onboarding 64

Onboarding Sales Acquisition Software 64

PandaDoc

MAY 24, 2023

It’s a person who has the knowledge, resources, and leverage within the organization to provide the folks “in the field” with everything they need to engage prospects, nurture opportunities, and close deals in the most efficient manner.

Management 52

Management Sales Software Software 52

Insightly

DECEMBER 23, 2021

A Customer Relationship Management (CRM) system is the nerve center of all your customer-facing operations. CRM systems facilitate frictionless transitions from leads to prospects to customers by mapping customer relationships. How do you manage ongoing customer/client relationships? Assess CRM vendors.

CRM 90

CRM Software Software Facilitation 90

Zendesk

AUGUST 26, 2022

At tech scale-ups, streamlining customer data requires organizing information from a customer support ticketing system (like Zendesk) and marketing and sales tools (like HubSpot). They may be adding data that already exists in another application, but they don’t know about it because it’s siloed: isolated from the rest of the organization.

Customer Experience 52

Customer Experience CRM Software Software 52

SmartKarrot

AUGUST 5, 2021

Role: Enterprise, Customer Success Director Location: Santa Barbara, CA, US Organization: Impact As an Enterprise Customer Success Director, you will be delivering world-class support to the top clients. Maintain a balanced proactive/reactive relationship with your assigned accounts.

Customer Success 12

Customer Success Client Onboarding Onboarding Decision-making 12

SmartKarrot

OCTOBER 28, 2022

To increase the revenue from their most valued client relationships, the top sales leaders design formal, quantifiable, and repeatable processes. When a business has the potential to expand its income organically from its strategic accounts, it can grow its market share while paying less for new customers.

Account Management 10

Account Management Management Key Account Management Decision-making 10