Red Star Kim

JUNE 20, 2022

She ran management development and leadership programmes at the BBC before founding a leading coaching consultancy. And considers difficulties with the organization’s goals in executive coaching (suggested solution is to arrange a three cornered meeting with the client’s boss. She then considers whether the client is coachable.

Client Relationships 130

Client Relationships Facilitation Brainstorming Meetings 130

Red Star Kim

OCTOBER 16, 2023

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. Analyse the bright spots and collect best practice where engagement is high and relationships are productive.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Exercises using referrer organisation briefing sheets (and scorecards) and an individual buyer profile were thought to be very useful.

Management 130

Management Manufacturing Client Relationships Facilitation 130

Arpedio

OCTOBER 17, 2023

These teams not only safeguard and nurture vital client relationships but also drive revenue and stability. Leadership and team management in account management Effective leadership and team management play a pivotal role in the success of an account management team. Define their responsibilities and metrics for success.

Account Management 52

Account Management Management Client Relationships Construction 52

Red Star Kim

DECEMBER 9, 2022

Thought leadership is a fantastic strategy to lead integrated, multi-channel campaigns and here are some current examples. So here is a Property marketing case study – Thought leadership campaigns: Arcadia, JLL and Remit. The firm’s marketing is based primarily on news coverage, events and meetings based on its survey results.

Leadership 26

Leadership Future of Work Marketing Profitability 26

Red Star Kim

FEBRUARY 8, 2024

On a simpler level, a red-amber-green (RAG analysis) will help fee-earners focus their time and attention on those contacts with the most potential Process focus – Related to pipeline analysis, Andy Lopata offers a helpful framework to analyse relationships based on various stages in building, nurturing and leveraging relationships.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

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. 100% Connecting (after meeting).

Management 130

Management Key Account Management Digitalization Communication 130

Red Star Kim

NOVEMBER 18, 2022

Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before. Meanwhile, elsewhere in the centre a team from Man Bites Dog and Baker McKenzie led a masterclass on thought leadership as the smart growth strategy. Some firms were represented by their entire M&BD teams.

Value Proposition 130

Value Proposition Procurement Innovation Leadership 130

Jermaine Edwards

DECEMBER 6, 2023

We prepare for our meetings and calls with clients. Action you can take: In the conversation or meeting to avoid going into your head or missing an important point. In the context of your client relationships demonstrating honesty shows integrity, commitment and care for the other persons benefit when done with the right intent.

Emotional Intelligence 130

Emotional Intelligence Client Relationships Key Account Management Negotiation 130

Hubspot Sales

DECEMBER 8, 2022

As a result, the customer had researched other supply sources — and as we sat down for the meeting, he told us that he could buy the same product for half the price. But my salesperson and I hadn't thoroughly discussed the scenarios we might encounter and how to respond to them ahead of time — hence my reaction in the meeting.

Sales Management 87

Sales Management Management Decision-making Negotiation 87

Arpedio

OCTOBER 20, 2023

A stakeholder matrix is a visual representation and organizational tool used to identify, categorize, and assess the significance of various stakeholders involved in a client’s organization or account. Risk Mitigation In account management, unaddressed concerns or conflicts with stakeholders can jeopardize client relationships.

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

Account Management Skills

JANUARY 26, 2023

If you create the conditions for AMs to thrive and give them support to do a great job, they will grow your client relationships and agency business. If you are in the US and can come along to the March 2023 seminar in Atlanta, check out the details here.

Account Management 52

Account Management Management Account Growth Client Relationships 52

Flevy

JUNE 20, 2024

Primary Activities: Market Analysis and Business Development: Identifying market opportunities and developing strategies to attract potential clients. Client Acquisition and Sales: Engaging prospective clients and converting leads into consulting engagements.

Management 52

Management Digital Transformation Artificial Intelligence Innovation 52

Account Management Skills

MAY 20, 2024

The behaviours they often describe that need fixing include; not being responsive to client needs, not being organised enough, overlooking key project processes, appearing unconfident in client meetings etc.

Account Management 52

Account Management Account Growth Client Relationships Profitability 52

Account Management Skills

DECEMBER 8, 2023

Why do account managers miss new account growth opportunities in client meetings? Checking in with the client on a regular basis throughout the year and asking “how are we doing? Often it’s because they haven’t asked the right questions.

Account Management 52

Account Management Management Account Growth Client Relationships 52

Upland

JANUARY 29, 2024

This key component of account planning involves analyzing current client relationships to uncover areas where additional products or services could be beneficial. Your sales teams can expand your offerings within known accounts, leveraging established trust and empathy with clients. It wasn’t an obvious move.

Account Planning 195

Account Planning Sales Decision-making Shareholders 195

Account Management Skills

FEBRUARY 15, 2024

They can also manage client requests, address client needs and solve client issues perfectly well. But if you want client relationship longevity and account growth, delivering a good service on time and on budget, and giving the client a great experience, is only the beginning.

Account Management 52

Account Management Management Account Growth Client Relationships 52

Hubspot Sales

APRIL 25, 2023

That meant we had to create a bunch of how-to guides and training manuals to help the client train their staff to be more efficient,” says Hisham. Technology Consulting and Implementations This involves developing and implementing new technology systems to meet a client's specific needs.

Healthcare 96

Healthcare Insurance Shareholders Interpersonal Skills 96

DemandFarm

JULY 30, 2024

We will also provide thought leadership and MEDDPICC subject matter expertise to help sales leaders navigate the complexities of the sales process and uncover their true sales potential. Metrics Understanding and aligning with the client’s key performance indicators (KPIs) is crucial. What is MEDDPICC?

Decision-making 40

Decision-making Value Proposition Sales B2B 40

SmartKarrot

SEPTEMBER 12, 2022

As a Client Success Director, you will develop and execute strategic account management plans for your client portfolio. Build and maintain strong, long-lasting client relationships. Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors.

Customer Success 19

Customer Success Client Relationships Stakeholders Leadership 19

Insightly

NOVEMBER 1, 2022

Increase customer lifetime value (CLV): CRM models can help you increase CLV across every client relationship. This is your opportunity to demonstrate to customers that you care about their needs and understand how to meet them. Streamlining processes ensures that no team member wastes time on tasks that don’t add value.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

SmartKarrot

NOVEMBER 16, 2022

Close relationships developed with your customers will allow you to understand their business/operational needs and technical challenges and help them achieve the greatest value. Apply here: [link]. Lead, develop, implement, and manage Customer Success strategy and goals, including the creation and implementation of policies and procedures.

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 19

SmartKarrot

AUGUST 29, 2022

Coordinate with Human Resources to hire, onboard, train, and retain new call center agents as required to meet department goals. Analyze client data and understand industry benchmarks, business trends and opportunities to recommend the most effective growth strategies. Apply here: [link].

Customer Success 19

Customer Success Procurement Onboarding Government 19

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. For leadership, they provide visibility into account team activities and productivity.

CXM 520

CXM Account Management Customer Experience Management 520

Red Star Kim

MARCH 22, 2023

SO here’s a book review: Connected leadership – How professional relationships underpin executive success by Andy Lopata. And he advises thought leadership rather than active selling at events. And he mention’s Dunbar’s law ( Client relationship management (CRM) – how many close social (kimtasso.com) ).

Leadership 130

Leadership Media Client Relationships Innovation 130

SmartKarrot

NOVEMBER 4, 2022

Establish and maintain internal and external policies and procedures designed to meet customer and departmental needs. Establish relationships with leadership across sales, services, product, channel, and support leadership to ensure cross-functional alignment at scale. Collaborate with cross-departmental teams, such as.

Customer Success 19

Customer Success Client Relationships Leadership Management 19

SmartKarrot

OCTOBER 12, 2022

Ensure the team understands and presents the product roadmap to Clients, articulating how those investments translate to business value. Step into client escalations as needed and work towards a timely resolution. Collaborate with Implementation team leadership to ensure consistent, successful kickoffs and expedited time to revenue.

Customer Success 19

Customer Success Financial Services Banking Onboarding 19

SmartKarrot

MAY 18, 2022

Role: Senior Director, Customer Success Location: Remote, United States Organization: Coursera As a Senior Director of Customer Success, you will meet and exceed quarterly renewal bookings and revenue growth goals. Become an expert on PX platform, to optimize lead campaigns, and transfer this knowledge to the clients.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

Account Management Skills

DECEMBER 5, 2022

And you obviously wouldn’t want to compromise your precious client relationship that you’ve built and nurtured over many, many years. You’ve invested in building a solid relationship, the client loves working with you, you’ve done some great work. So check that one out.

Management 52

Management Account Management e-Learning Client Relationships 52

SmartKarrot

APRIL 15, 2022

Present data, findings, results, and recommendations to leadership. Plan, schedule and oversee key client communication points. Understand the clients’ needs and business objectives and ensure Sopro delivers against them. Generate thought leadership and webinars on key Market dynamics and/or best practice.

Customer Success 19

Customer Success Onboarding Negotiation Client Relationships 19

SmartKarrot

AUGUST 31, 2021

Consult with clients to jointly establish goals and the metrics used to evaluate progress towards those goals to align expectations for maximum client success. Develop a highly collaborative and positive relationship with the customer, managing adoption, driving usage, monitoring health and customer satisfaction.

Customer Success 19

Customer Success Value Proposition Leadership Client Relationships 19

SmartKarrot

SEPTEMBER 21, 2021

Manage and resolve escalations, including working directly with VP level and above customer contacts to build relationships and resolve issues as they arise. Identify and articulate customer business objectives in order to meet and exceed them.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

JULY 15, 2022

Meet personal/Partner success targets & metrics. Build and nurture sustainable relationships of trust through open and interactive communication. Maintaining ongoing client relationships, identifying possible areas for expansion. Understanding the commercial aspects of our relationships with our clients.

Customer Success 19

Customer Success Client Relationships Software Software 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. Build a client relationship and act as a trusted advisor to the client.

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

Account Management Skills

NOVEMBER 7, 2022

For example, are they running events to attract clients? Are they putting out thought leadership pieces in the agency press that you could perhaps suggest your agency does. And that gives you a really good starting point for a matrix, which can be a tool for identifying where your client’s growth strategy lies.

Account Management 52

Account Management Management Suppliers Meetings 52

SmartKarrot

OCTOBER 29, 2021

Role: Director, Customer Success Location: Remote, United States Organization: Unite Us As a Director of Customer Success, you will build and maintain strong, long-lasting customer relationships with key stakeholders and executive sponsors by becoming a trusted expert in Unite Us. Lead regular recurring Check-in meetings with customers.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

AUGUST 27, 2021

Lead the global Customer Success teams and strategies, translating company vision and objectives into tactical plans to meet the goals. Deliver meaningful strategic and tactical recommendations to executive leadership on customer trends and maximize account health.

Customer Success 19

Customer Success Facilitation Onboarding Client Relationships 19