SmartKarrot

MARCH 25, 2022

Own the client relationships and provide tactical support for strategic accounts. Leverage client performance and blinded work examples for Pacvue storytelling. Meet targets and goals for profitable contract renewals, client referrals, service adoptions, and growth objectives in assigned accounts.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

Insightly

SEPTEMBER 19, 2023

However, the role of CRM in business strategy doesn’t end with customer interaction management — it also plays a crucial part in driving the overall growth and profitability of a business. A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

However, the role of CRM in business strategy doesn’t end with customer interaction management — it also plays a crucial part in driving the overall growth and profitability of a business. A well-crafted strategy for your CRM for consulting firms can help to streamline their operations, enhance client engagement, and drive business growth.

CRM 52

CRM Insurance Healthcare Manufacturing 52

SmartKarrot

OCTOBER 19, 2022

The role can include any number of tasks, including managing client relationships, developing marketing strategies, coordinating events and trade shows, and more. The highest-paying industries are IT, technology, finance, and banking. 4) Healthcare: Healthcare is one of the most profitable industries in America today.

Account Management 10

Account Management Management Healthcare Telecommunications 10

Nutshell

MAY 21, 2024

This software helps you identify, assess, and avoid potential risks that could negatively affect your clients and profitability. Finding a solution with process automation features will enhance efficiency even more, helping you minimize errors and drive more profits for your clients.

Financial Services 71

Financial Services Software Software Cybersecurity 71

ClearPoint Strategy

JULY 29, 2021

Both handle customer finances and investments, but (generally speaking) Goldman Sachs prioritizes high-touch, personal relationships, while E*TRADE values high-tech, self-service relationships. You obviously want great health outcomes, but where do finances fit in? And what about your staff, skills, and technology?

Innovation 98

Innovation e-Learning Healthcare Government 98

Red Star Kim

FEBRUARY 28, 2023

There was a discussion about the need for training in this area and the sharing of best practice with frequent touchpoints with finance professionals and clients. 0% Marketing 0% Selling 80% Client relationship management (developing clients) 20% Referrer management Do you have plans to introduce or develop new services?

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

SmartKarrot

DECEMBER 8, 2022

Client Partners in the United States earn an average of $117K annually after working for 12 years. In addition to base pay, Client Partners may be eligible for a bonus (an average of $11K per year), overtime pay ($0K-$188K), tips ($0K-$4K), commission ($0K-$127K), and profit sharing (about $3K annually).

Customer Success 10

Customer Success Communication Account Management Management 10

Red Star Kim

MARCH 16, 2023

For example, some partnerships have a single profit pool and partners are rewarded on a lock-step basis (broadly this means that their rewards are linked to their length of time as a partner). This would engender a “one firm” approach where clients are considered owned by the firm.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Apptivo

JANUARY 11, 2023

A CRM including an excellent UX can help your business in numerous ways, including finance. You can concentrate better on more lucrative tasks like data analysis, discovering new customer segments, and developing those client relationships by spending less time attempting to hash out too complex operations.

Management 52

Management CRM Software Software 52

Account Management Skills

FEBRUARY 20, 2023

When you are talking to clients and now let’s talk about this, we are recording this in February 2023. What challenges are these b2b tech companies and finance companies talking about? All these big companies are making redundancies, but they are still being profitable, they will still be profitable a year from now.

Stakeholders 52

Stakeholders B2B Decision-making Marketing 52

Account Management Skills

NOVEMBER 21, 2022

Given the current unstable economic climate, client retention for agencies is a real top priority right now. And then finally, it’s client profitability. So again, I’m accountable for the entire agency wide profitability. You can book a quick call with me to see if it’s the right fit.

Digitalization 104

Digitalization Account Management Marketing Leadership 104