Arpedio

JANUARY 5, 2024

Understanding the Basics of Account Management The complexities of client relationship management and the nuanced strategies that underpin successful account management are essential knowledge for any professional seeking to navigate the intersection of customer engagement and business growth strategy.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Arpedio

AUGUST 22, 2023

Introduction to account management best practices Navigating the realm of account management requires more than just managing client relationships – it’s about fostering strategic partnerships that drive mutual growth, and propelling success for both your clients and your business. Superior together.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

Showpad

OCTOBER 31, 2019

A productive Sales rep is a prepared Sales rep. However, all the legwork that must be completed to facilitate that productivity and effectiveness is a challenge that Sales organizations struggle with. . Enter Sales enablement — a strategy for providing your Sales reps with everything they need to succeed. .

Sales 53

Sales Client Relationships Procurement Decision-making 53

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

DemandFarm

MAY 2, 2024

Effective relationship management transcends mere customer satisfaction—it’s a strategic endeavour that involves nurturing deep connections that foster loyalty, satisfaction, and mutual growth. What Is Relationship Management with an Example? What Does a Relationship Manager Do? Their responsibilities include: 1.

Management 40

Management Banking CRM Profitability 40

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. We tried out various tools (e.g.

Management 130

Management Key Account Management Digitalization Communication 130

Arpedio

DECEMBER 19, 2023

Some key roles within a customer success team include: Customer Success Managers (CSMs): Responsible for building strong relationships with clients, understanding their objectives, and helping them achieve their goals. Relationship Mapping & Org Chart Manage internal and external relationships with key stakeholders.

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

Some key roles within a customer success team include: Customer Success Managers (CSMs): Responsible for building strong relationships with clients, understanding their objectives, and helping them achieve their goals. Relationship Mapping & Org Chart Manage internal and external relationships with key stakeholders.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

SmartKarrot

MARCH 29, 2023

To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering. Assistance with customer onboarding and training to encourage adoption. Hold QBRs with important stakeholders, avoid attrition, and boost renewal rates. Updating CRM database records. Customer surveys.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

SmartKarrot

AUGUST 16, 2022

Work with customers to define objectives and deliverables, monitor progress, provide support, convert TAP data into assets (papers, conference proceedings, application notes, sales collateral, etc.). Deliver customer training programs to improve the customer onboarding experience.

Customer Success 19

Customer Success Onboarding Stakeholders Client Relationships 19

SmartKarrot

MARCH 29, 2022

Role: Customer Success Director (West – Remote) Location: Remote, San Francisco, CA, US Organization: Included Health As a Customer Success Director, you will serve as the primary relationship owner, achieving trusted advisor status with customer contacts. Establish professional and productive relationships with key stakeholders.

Customer Success 19

Customer Success Transportation Client Relationships Stakeholders 19

SmartKarrot

MARCH 17, 2022

Interface with Sales and G&A to resolve contract issues, to obtain appropriate fees associated with additions or changes in service(s), and to ensure that clients are billed correctly. Manage the process for customer escalations, ensuring all the proper stakeholders are involved.

Customer Success 19

Customer Success Customer Life Cycle Stakeholders Onboarding 19

SmartKarrot

SEPTEMBER 7, 2022

Execute on a customer business outcomes-driven strategy to ensure successful onboarding, adoption, retention, renewal, and expansion of your customer portfolio. Partner with Sales, Account Management, and Implementation teams to ensure effective success plans are in place for existing and incoming customers.

Customer Success 19

Customer Success Stakeholders Client Onboarding Onboarding 19

SmartKarrot

MARCH 29, 2023

To meet client expectations, collaborate with Fortanix stakeholders in sales, product, and engineering. Assistance with customer onboarding and training to encourage adoption. Hold QBRs with important stakeholders, avoid attrition, and boost renewal rates. Updating CRM database records. Customer surveys.

Customer Success 15

Customer Success Stakeholders Onboarding Client Relationships 15

SmartKarrot

NOVEMBER 30, 2023

Before the ink dries on the sales contract, the groundwork for risk mitigation should commence. This process ideally initiates during the sales cycle, ensuring that potential issues are identified and addressed before they have a chance to escalate. One common challenge is the transition of key decision-makers during the sales process.

Management 10

Management Stakeholders Value Proposition Onboarding 10

SmartKarrot

OCTOBER 12, 2022

Regularly review overall program status with clients, usually in the form of client calls, web presentations or onsite meetings (as necessary). Consult with clients on product features, functionality and onboarding best practices. Lead and facilitate client meetings. Apply here: [link].

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

SmartKarrot

JANUARY 28, 2022

Expand Impact’s presence in the client organizations by developing relationships and facilitating strategic review sessions with senior-level people that have decision-making authority. Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

Insightly

NOVEMBER 1, 2022

Your team can use a CRM model to establish trust and other positive emotions, increase sales and bolster cross-departmental collaboration. . With clearly defined processes in place to help you manage the sales funnel and customer journey at each stage, you’ll reduce churn, increase sales and inspire loyalty.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

SmartKarrot

NOVEMBER 16, 2022

Ensure successful implementation of the service sales strategy, to profitably achieve qualitative and quantitative targets for services. Lead and develop the Service sales team to exceed the sales targets through high performance in order to ensure high levels of customer satisfaction and deliver customer value realization.

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

SmartKarrot

NOVEMBER 10, 2022

Role: Director – Customer Success Location: New York, NY (Hybrid) Organization: Rokt As a Director of Customer Success, you will be mastering the functionality of the platform, and utilizing the insights and data to optimize campaigns across your portfolio to deliver on individual and client KPIs. Apply here: [link].

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

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. Leverage client performance and blinded work examples for Pacvue storytelling.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

AUGUST 29, 2022

Ensure a successful and robust onboarding experience for all new customers. Coordinate with Human Resources to hire, onboard, train, and retain new call center agents as required to meet department goals. Identify and develop upsell and cross-sell opportunities with the Sales team. Execute consulting projects with customers.

Customer Success 19

Customer Success Procurement Onboarding Government 19

SmartKarrot

SEPTEMBER 21, 2021

Build on leads generated by sales and business development to determine the timing for account rollout plans, business requirements, and operational specifications. Ability to identify additional opportunities to drive up-sells and partner with sales to deliver on revenue goals. Monitor usage and customers’ engagement level.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

SEPTEMBER 3, 2021

Execute the onboarding and implementation of customer data, while ensuring milestones and timelines are achieved. Be a liaison between external and internal stakeholders. Work with customers to discover and understand their needs to help them develop a tailored Restocq onboarding process.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

SmartKarrot

APRIL 15, 2022

As a Trusted Advisor and Executive Sponsor, develop and maintain long-term relationships with stakeholders at your customers. Partner closely with Manage, hire, develop and onboard a team of strategic account executives to serve the needs of the customers and business. Plan, schedule and oversee key client communication points.

Customer Success 19

Customer Success Onboarding Negotiation Leadership 19

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.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

APRIL 6, 2022

Effectively partner across sales, product, and marketing teams. As a Customer Success Manager, you will be managing all aspects of client success from initial onboarding, training, upsell and ultimately renewal. Managing client expectations for workflow and responsibilities. Maintaining achievable sales targets and KPIs.

Customer Success 19

Customer Success Value Proposition Onboarding Customer Experience 19

SmartKarrot

OCTOBER 27, 2021

Apply here: [link] Role: Client Success Manager Location: London, England, United Kingdom (Hybrid) Organization: The Room As a Client Success Manager, you will own client relationships including strategy, recommendations, and execution. Shares results & actionable items with cross-functional stakeholders.

Customer Success 19

Customer Success Stakeholders Client Relationships Account Planning 19

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. Apply here: [link].

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

APRIL 25, 2022

Apply here: [link] Role: Customer Success Manager Location: Austin, TX, US (Hybrid) Organization: Ed-Fi Alliance As a Customer Success Manager, you will be developing strategic direction for pre and post-member implementation, managing onboarding and technology optimization, and the Ed-Fi adoption journey.

Customer Success 19

Customer Success Client Relationships Communication Stakeholders 19

SmartKarrot

FEBRUARY 16, 2022

Role: Vice President of Customer Experience Location: Remote, United States Organization: Sales Boomerang As a Vice President of Customer Experience, you will develop a vision and strategy for the customer experience organization. Develop a strong relationship with the executive leadership buyer of an account. Apply here: [link].

Customer Success 19

Customer Success Customer Experience Client Relationships Stakeholders 19

SmartKarrot

JUNE 11, 2021

Role: VP of Customer Success Location: New York, NY, US Organization: Narmi As a VP of Customer Success, you will grow and build a product-led Customer Success organization to ensure scalability as Narmi onboards dozens of new customers over the next few years. Manage adoption across all stakeholders for Measured products and services.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10

SmartKarrot

AUGUST 2, 2021

Manage all post-sales activity for top customers through strong relationship-building, product knowledge, planning, and execution. Ensure retention and satisfaction of all assigned clients. Aid clients in achieving their goals. Ensure senior stakeholder relationships are grown and maintained.

Customer Success 16

Customer Success Client Relationships Stakeholders Onboarding 16

SmartKarrot

JULY 22, 2020

As a Customer Success Manager, you will have to understand the overall vision of the company and help stakeholders achieve business success through the Domo platform. You are responsible to develop and own relationships with customers to ensure continued expansion opportunities, customer success as well as yearly subscription renewals.

Customer Success 10

Customer Success Client Onboarding Onboarding Client Relationships 10

SmartKarrot

SEPTEMBER 17, 2021

Apply here: [link] Role: Senior Customer Success Manager Location: London, England, United Kingdom Organization: Algolia As a Senior Customer Success Manager, you will drive the onboarding, adoption, retention and overall success of the customers in EMEA. Lead the enablement of the users by conducting product training.

Customer Success 17

Customer Success Account Management Negotiation Customer Experience 17