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.

Account Planning 195

Account Planning Sales Decision-making Shareholders 195

Showpad

MAY 14, 2021

To avoid this, you must clearly and frequently communicate with sales teams and other stakeholders, like those in marketing or executive leadership. so they can create superior buying and client relationship experiences. so they can create superior buying and client relationship experiences.

Sales 59

Sales Stakeholders Construction Leadership 59

Account Management Skills

NOVEMBER 21, 2022

Given the current unstable economic climate, client retention for agencies is a real top priority right now. So, one element of it is leadership of the account management and project management function. And then on the other side I’m sat on the leadership team of the agency. Beth 09:22. Jenny 11:52.

Digitalization 104

Digitalization Account Management Marketing Leadership 104

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

DECEMBER 23, 2021

How do you manage ongoing customer/client relationships? Because your CRM software will affect a wide array of stakeholders, you need a cross-functional needs assessment team. This group should represent senior leadership, middle managers, and the front-end staff who will use your new CRM every day.

CRM 90

CRM Software Software Facilitation 90

Arpedio

NOVEMBER 6, 2023

This approach, which focuses on targeting high-value accounts strategically, has proven its effectiveness in securing valuable deals and nurturing long-lasting client relationships. This could include email for formal communication, social media for engagement, webinars for education, and content marketing for thought leadership.

Artificial Intelligence 52

Artificial Intelligence Decision-making Client Relationships Media 52

SmartKarrot

SEPTEMBER 7, 2022

Apply here: [link] Role: Director of Customer Success Location: Remote, United States Organization: Databook As a Director of Customer Success, you will lead a team of Managers and Consultants overseeing a portfolio of clients as a senior-level stakeholder to drive customer success outcomes.

Customer Success 19

Customer Success Stakeholders Client Onboarding Onboarding 19

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]. Apply here: [link].

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 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

DemandFarm

APRIL 26, 2023

Key account managers work with a range of individuals within a client organization, from end-users to decision-makers to CEOs. Building strong relationships and improving customer loyalty are important for long-term success. The role of a Key Account Manager is critical to the success of a company’s most important clients.

Key Account Management 52

Key Account Management Account Management Interpersonal Skills Management 52

Insightly

NOVEMBER 1, 2022

Increase customer lifetime value (CLV): CRM models can help you increase CLV across every client relationship. Value proposition development: Now you’ve gathered as much data as possible about your customers and aligned all stakeholders, you can establish and create value propositions for each segment.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

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 Stakeholders 19

SmartKarrot

APRIL 15, 2022

Present data, findings, results, and recommendations to leadership. As a Trusted Advisor and Executive Sponsor, develop and maintain long-term relationships with stakeholders at your customers. Plan, schedule and oversee key client communication points. foster collaboration and encourage continuous learning.

Customer Success 19

Customer Success Onboarding Negotiation Leadership 19

SmartKarrot

NOVEMBER 30, 2023

Pragya’s wealth of experience in customer-facing roles and her current leadership in the realm of customer success provided invaluable insights into the strategies and nuances of building a robust account risk management playbook. Ensuring that all stakeholders, including end-users, understand the product and its goals is essential.

Management 10

Management Stakeholders Value Proposition Onboarding 10

Account Management Skills

FEBRUARY 20, 2023

So we still work with them, it is not about getting a new opportunity, but it is about bringing in fresh ideas, showing them a bit more about what we can do, and also reporting on some of the results we had from them over the last year, building relationships internally, especially because they are a big corporate.

Stakeholders 52

Stakeholders B2B Decision-making Marketing 52

SmartKarrot

AUGUST 29, 2022

Apply here: [link] Role: Strategic Customer Success Manager Location: Sydney, New South Wales, Australia Organization: Marketplacer As a Strategic Customer Success Manager, you will own the client relationship after a handoff from the Business Development team.

Customer Success 19

Customer Success Procurement Onboarding Government 19

Account Management Skills

JANUARY 25, 2022

Don’t forget to go back to Episode 9 , where Jessica and Iris talked about how to approach and develop relationships with procurement. And if you want to expand your current client relationships and you’re working in agency client service, my Account Accelerator programme is designed specifically for you.

Procurement 52

Procurement Suppliers Stakeholders Decision-making 52

SmartKarrot

FEBRUARY 16, 2022

Develop a strong relationship with the executive leadership buyer of an account. Provide consistent feedback to stakeholders regarding teams’ progress, as well as receive feedback. Serve as the primary contact for onboarding of new clients. Proactively manage client relationships to a very high level.

Customer Success 19

Customer Success Customer Experience Client Relationships Stakeholders 19

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. Develop and maintain long-term relationships with stakeholders in your account portfolio.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

SmartKarrot

APRIL 25, 2022

Ensuring articulation of customer needs and success metrics across internal Ed-Fi stakeholders. Manage client relationship through all phases of the sales cycle. Supporting the evolution of the client engagement methodology and distribution throughout the team. Responsible for Quarterly & Annual Revenue Targets.

Customer Success 19

Customer Success Client Relationships Communication Stakeholders 19

SmartKarrot

SEPTEMBER 21, 2021

Partner closely with Castlight executive leadership team to strengthen client relationships and formulate growth strategy. Manage and report the overall clients success to internal stakeholders. Ability to identify additional opportunities to drive up-sells and partner with sales to deliver on revenue goals.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

APRIL 7, 2021

Identify, reach and influence key decision-makers and all influencers and stakeholders within your accounts. Provide overall account leadership. Partner with Account Management leadership team to improve customer engagement and health scores (including CSAT and NPS); positively impact customer retention/renewals.

Customer Success 10

Customer Success Account Strategy Stakeholders Leadership 10

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.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

JULY 8, 2021

Build a world-class CSM team and develop the next generation of Weave Leadership. Provide visionary leadership which enables the CSM function to scale. Manage client expectations and desired outcomes using strong leadership, project management, presentation skills, and business acumen. Manage customer escalations.

Customer Success 10

Customer Success Leadership Client Relationships Stakeholders 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.

Customer Success 10

Customer Success Stakeholders Government Leadership 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. Manage adoption across all stakeholders for Measured products and services.

Customer Success 10

Customer Success Stakeholders Onboarding Performance Review 10

SmartKarrot

MARCH 19, 2021

Build trusting relationships with client leadership. Manage client relationships ensuring expectations and deliverables are documented and met, key stakeholders are informed, and client satisfaction is achieved. Train clients on AppsFlyer features and keeps them updated.

Customer Success 10

Customer Success Advertising Stakeholders Client Relationships 10

Account Management Skills

APRIL 26, 2023

They share: why they did this in the first place how it was working before how it’s working now who manages the client relationship and what does each role do If you’re interested in finding out about account management training, I’ve just updated my website with all my courses and prices. It is tricky.

Account Management 40

Account Management Decision-making Stakeholders Management 40

SmartKarrot

MAY 26, 2021

Manage complex content and communication projects across teams and divisions within the clients’ organizations. Collaborate with the Success and Sales Teams to convert pilots into deep client relationships. Build and maintain strong, long-lasting relationships for assigned clients.

Customer Success 10

Customer Success Digital Transformation Government Client Relationships 10

SmartKarrot

JUNE 23, 2020

Apply here: [link] Role: Engagement Manager Location: New York, San Francisco, US Organization: Expanse This role will be based out from one of their offices in New York, or San Francisco, CA and will report to the CMO leadership. Build and maintain strong relationships with all key customer stakeholders.

Customer Success 10

Customer Success Finance Client Relationships Stakeholders 10

SmartKarrot

DECEMBER 24, 2020

Partner with sales, renewals, and consulting leadership to drive customer business outcomes. Also, own overall client relationships. Manage multiple stakeholders across different clients and ensure they are successful. Create a culture of accountability and execution through data-driven strategies.

Customer Success 10

Customer Success Client Relationships Facilitation Stakeholders 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

JUNE 7, 2021

Identifying, developing, and maintaining strong relationships with stakeholders at all necessary levels (C-suite, management and functional) within the customer organization to understand and influence their project strategies. Build and maintain strong, long-lasting mutually beneficial client relationships.

Customer Success 10

Customer Success Partnership Management Onboarding Client Relationships 10

SmartKarrot

OCTOBER 6, 2022

An Account Manager is a professional responsible for building and maintaining healthy client relationships. Appointment Scheduling Tools: Account managers can use appointment scheduling tools such as Arrangr to set up meetings with the stakeholders. Leadership: Account managers are leaders. Who is an Account Manager?

Account Management 10

Account Management Management Negotiation Stakeholders 10

SmartKarrot

APRIL 6, 2021

Role: Director of Customer Success Location: Boca Raton, FL, US Organization: GRUBBRR As a Director of Customer Success, you will collaborate with sales and operational leadership to ensure business objectives are aligned, effectively create a bridge between the departments to ensure accuracy and ensure metrics are being met.

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

SmartKarrot

NOVEMBER 2, 2022

The post-sales activities focus on nurturing client relationships. Businesses achieve these objectives by finding out their clients’ goals and providing all the necessary support to them for achieving their goals satisfactorily. Non-alignment or misalignment of internal stakeholders.

Account Management 10

Account Management Management Key Account Management Stakeholders 10

SmartKarrot

JANUARY 13, 2021

Provide leadership and direct oversight of CSMs to ensure they develop strong customer relationships and serve in the role of trusted advisor to SOCi customers. Develop a trusted advisor relationship with key customer stakeholders and executive sponsors.

Customer Success 10

Customer Success Account Management Client Relationships Publishing 10