Arpedio

FEBRUARY 14, 2024

Understanding the nuances between account management and sales can help businesses optimize their strategies and ensure long-term client relationships. While sales teams focus on closing deals and acquiring new customers, account management takes a more holistic approach by nurturing and maintaining existing client relationships.

Account Management 52

Account Management Management Sales Client Relationships 52

Showpad

OCTOBER 31, 2019

Every minute spent trawling the inbox for one piece of collateral or a prospect pool of a thousand names deep is valuable time spent not selling or furthering a client relationship. A collaborative tool : Sales and Marketing alignment is an oft-prioritized goal, but quite difficult to achieve in reality.

Sales 53

Sales Client Relationships Procurement Decision-making 53

SmartKarrot

AUGUST 24, 2022

Creating a success plan in partnership with your customer, onboarding, training, driving platform utilization, conducting routine business reviews, orchestrating resources aligned to driving customer value. Foster a positive team culture and lead Customer Success in hiring, onboarding, career development and performance management processes.

Customer Success 19

Customer Success Onboarding Client Relationships Leadership 19

SmartKarrot

JANUARY 28, 2022

Own the health of your client relationships in all respects: product utilization, campaign success, contract renewal, and beyond. Collate customer feedback and work with team members to prioritize topic feedback and deploy communications strategies to execute on needs. Apply here: [link].

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

Insightly

DECEMBER 23, 2021

How do you manage ongoing customer/client relationships? Prioritize your CRM needs and wants. According to this 2019 report , experts differ on the causes of low adoption rates, such as bad experiences, poor onboarding, and negative preconceptions. Next, ask yourself which goals you’d like to accomplish.

CRM 90

CRM Software Software Facilitation 90

SmartKarrot

NOVEMBER 30, 2023

Pragya emphasized the need to learn from both satisfied and unsatisfied clients, using case studies to analyze past experiences and create customized plans for different customer segments. Prioritize Risks Balancing customer advocacy and the company’s ultimate goals is crucial for a strong risk mitigation playbook.

Management 10

Management Stakeholders Value Proposition Onboarding 10

SmartKarrot

FEBRUARY 2, 2022

Role: Customer Success Director Location: Remote, Minneapolis, MN, US Organization: Numerator As a Customer Success Director, you will manage a client relationship after onboarding is complete to drive ongoing realized value against measurable long-term strategic goals to ensure long-term success. Apply here: [link].

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

OCTOBER 29, 2021

Guide the product team in developing and prioritizing features that promote customer success. As a Customer Success Manager, you will be responsible for all day-to-day client interactions. Serve as the primary contact for onboarding of new clients. Proactively manage client relationships to a very high level.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 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. Begin training from your first onboarding sessions, and seek to create sales training that gets reps excited with collaborative learning.

Sales 52

Sales e-Learning Onboarding Software 52

Zendesk

FEBRUARY 3, 2023

For banks, this means simplifying the client journey with online and mobile channels and embedding support across channels and devices for consistent and connected interactions. Emotional connections drive loyalty Strong client relationships are critical to a bank’s bottom line. Deloitte 5.

Banking 52

Banking Customer Experience Digitalization Financial Services 52

SmartKarrot

MARCH 25, 2022

Collaborate with the Pacvue Training and Education team to build out the content for product onboarding and education. Own the client relationships and provide tactical support for strategic accounts. Partner with engineering teams in prioritizing and resolving customer requests.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

Insightly

NOVEMBER 1, 2022

Increase customer lifetime value (CLV): CRM models can help you increase CLV across every client relationship. Remember — retaining customers is significantly cheaper than onboarding new ones. It’s about studying consumer habits and establishing a relationship, so you can satisfy customers.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

SmartKarrot

DECEMBER 1, 2021

Lead and assist customer success team on how to communicate any challenges during the client relationship. Partner cross-functionally with Narrativ’s product/engineering team to ensure customers’ needs are known and prioritized to drive the development of best-in-class solutions.

Customer Success 19

Customer Success Retail Performance Review Client Relationships 19

SmartKarrot

APRIL 12, 2022

Apply here: [link] Role: Customer Success Manager Location: Remote, United Kingdom Organization: H1 As a Customer Success Manager, you will own an overall relationship with multiple biopharma clients, working to consistently meet or exceed client expectations on user engagement, project delivery, and client-first mentality.

Customer Success 19

Customer Success Account Management Retail Advertising 19

SmartKarrot

JANUARY 16, 2024

Impact on business strategy: Streamlined processes directly translate into improved customer satisfaction and prolonged client relationships. Business Impact Metrics: Metrics such as churn rate, retention rate, and lifetime value offer a holistic view of customer relationships. The revelation?

Customer Success 8

Customer Success Artificial Intelligence Decision-making Prioritization 8

SmartKarrot

JANUARY 16, 2024

Impact on business strategy: Streamlined processes directly translate into improved customer satisfaction and prolonged client relationships. Business Impact Metrics: Metrics such as churn rate, retention rate, and lifetime value offer a holistic view of customer relationships. The revelation?

Customer Success 8

Customer Success Artificial Intelligence Decision-making Prioritization 8

Zendesk

AUGUST 26, 2022

April Martin, an IT professional, used Zendesk and HubSpot to look more deeply into client relationships. Zendesk and HubSpot provide] more transparency into client relations. Prioritizing data management using robust two-way integrations can help tech scale-ups grow faster and gain trust with their audiences.

Customer Experience 52

Customer Experience CRM Software Software 52

PandaDoc

NOVEMBER 16, 2023

Manual business processes replaced by sales automation frees your team up to do what they do best — nurturing client relationships. The onboarding was smooth, but the real benefit was how much time it freed for us due to the reduced time to prepare, screen, and send agreements.

CRM 52

CRM Software Software e-Learning 52

SmartKarrot

SEPTEMBER 17, 2021

Passionately prioritize the service needs of the customers. Own client testimonials, references, and spearhead intros to additional opportunities/regions. Engage with client stakeholders to identify, define, track, and measure the overall value realization and impact of Kibo solutions to the organization. Net Promoter Scores).

Customer Success 17

Customer Success Account Management Negotiation Customer Experience 17

SmartKarrot

APRIL 6, 2021

As a Director of Customer Success, you will hire, train, and develop a world-class cross-functional team, fostering a culture of teamwork & collaboration and setting the strategy and prioritizing goals. Develop and maintain client relationships to help drive revenue growth. Train users on the software.

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

SmartKarrot

MAY 19, 2020

Act as the lead point of contact and Own client meetings, including presenting product training, data analysis, strategic business reviews and additional engagement modules. Partner with Sales and Client Services to successfully onboard, retain, grow and engage at a high level with client accounts. Apply here: [link].

Customer Success 10

Customer Success Customer Life Cycle Onboarding Client Relationships 10

SmartKarrot

MARCH 23, 2021

Lead the Customer Success team as we continue to grow and scale the team including, but not limited to setting quarterly goals, strategically balancing partner portfolios amongst the team and prioritizing business-critical initiatives. Articulate service line value and facilitate a resolution to client inquires.

Customer Success 10

Customer Success Stakeholders Government Leadership 10

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 may want to improve your customer chat functionality, or, if you sell a software product, improve your customer onboarding process.

Innovation 98

Innovation e-Learning Healthcare Government 98

SmartKarrot

JUNE 10, 2022

Sets the strategy and prioritizes Objectives and Key Results, while leading the Customer Success teams. Build professional services segment to assist customers with onboarding and leverage platform and user data to lead data-driven success initiatives. Establish a trusted and strategic relationship with each assigned client.

Customer Success 3

Customer Success Customer Life Cycle Onboarding Client Relationships 3

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.

Customer Success 3

Customer Success Facilitation Onboarding Stakeholders 3

SmartKarrot

JULY 1, 2022

Develop effective ROI-focused customer success programs to ensure successful onboarding, adoption, retention, renewal, and expansion for the customers base. Contributing to revenue growth by upselling/uplifting client contracts. Ensure effective pre-sales to post-sales transition and onboarding of new customers.

Customer Success 3

Customer Success Stakeholders Onboarding Negotiation 3

SmartKarrot

OCTOBER 28, 2022

No matter how many clients you have—ten or 10,000—some will be more crucial to your business’s future development than others, and not all will be created equally. To increase the revenue from their most valued client relationships, the top sales leaders design formal, quantifiable, and repeatable processes.

Account Management 10

Account Management Management Key Account Management Decision-making 10

SmartKarrot

OCTOBER 26, 2022

However, far too often, companies do not have a set process in place for developing these crucial client relationships. Implementing a comprehensive account management program is the greatest approach to preventing an expensive breakup with your most valuable clients. ABM must prioritize quality over quantity.

Account Management 11

Account Management B2B Management Advertising 11