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

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

DemandFarm

MAY 22, 2023

Key Account Managers can, in turn, provide insights on maintaining long-term client relationships, personalizing solutions, and handling complex client issues. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Showpad

MAY 14, 2021

Whether that means focusing a little bit more on onboarding (if ramp time is a problem) or on inspiring collaboration between sales and marketing teams. To avoid this, you must clearly and frequently communicate with sales teams and other stakeholders, like those in marketing or executive leadership.

Sales 59

Sales Stakeholders Construction Leadership 59

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.

Customer Success 19

Customer Success Stakeholders Onboarding Client Relationships 19

Showpad

FEBRUARY 3, 2020

As in, each goal should have a specific focus or desired outcome, such as improving the training content in your Sales onboarding program or decreasing average customer acquisition costs. . A shared digital environment means instant access to seamlessly updated content that reps can send to leads or nurture existing client relationships with.

Sales 85

Sales Onboarding Decision-making Software 85

SmartKarrot

AUGUST 16, 2022

Deliver customer training programs to improve the customer onboarding experience. Apply here: [link] Role: Customer Success Manager Location: Atlanta, GA, US Organization: Bonterra As a Customer Success Manager, you will manage ongoing client relationships effectively to drive high client retention, loyalty and satisfaction.

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

Manage the process for customer escalations, ensuring all the proper stakeholders are involved. Develop and manage relationships with the client stakeholders to deliver regular communications, manage and support Tahora events, deliver marketing materials and maximize onboarding success.

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. Collaborate with internal Databook stakeholders to achieve agreed upon sales targets and outcomes consistently and on time. Manage and coach the inbound phone team.

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.

Customer Success 15

Customer Success Stakeholders Onboarding Client Relationships 15

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.

Customer Success 19

Customer Success Financial Services Banking 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

SmartKarrot

NOVEMBER 30, 2023

Pragya stressed the importance of maintaining communication with stakeholders, ensuring that both the decision-makers and end-users understand the product’s purpose and value. Identifying Key Risks Pragya’s approach to risk management begins with understanding why a client has chosen the product and what they expect from it.

Management 10

Management Stakeholders Value Proposition Onboarding 10

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. An instrument for Sales onboarding : Getting new reps up to speed on policies, content, and other specifics takes time.

Sales 53

Sales Client Relationships Procurement Decision-making 53

SmartKarrot

JANUARY 28, 2022

Own the health of your client relationships in all respects: product utilization, campaign success, contract renewal, and beyond. Analyse campaign results, develop benchmarks, and create and share regular performance reports with different stakeholders. Apply here: [link].

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 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

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. Develop and expand customer accounts by driving product usage and increasing the user base in customer accounts.

Customer Success 19

Customer Success Procurement Onboarding Government 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. Involve every stakeholder, from marketing through to sales, support and operations. Multichannel Integration.

Profitability 52

Profitability CRM Value Proposition Customer Experience 52

SmartKarrot

NOVEMBER 10, 2022

Create and manage an effective team relationship between all relevant stakeholders. Support the broader team in new business growth and the ownership of client strategy and ongoing strategic account recommendations to drive client return.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 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

SEPTEMBER 21, 2021

Partner closely with Castlight executive leadership team to strengthen client relationships and formulate growth strategy. Take ownership of new accounts and manage their onboarding process. Manage and report the overall clients success to internal stakeholders. Monitor usage and customers’ engagement level.

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. Build, manage, and lead the Customer Success team for Pacvue Commerce.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 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

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

MAY 10, 2023

Stakeholder engagement in the change management process can be encouraged by sharing plans and strategies for change with them. Understanding consumer outcomes through a continuing and expanding client relationship. Provide essential assistance with onboarding procedures.

Customer Success 19

Customer Success Client Relationships Stakeholders Onboarding 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

APRIL 6, 2022

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. Deliver a world-class experience to an expanding portfolio of clients across UK and Europe.

Customer Success 19

Customer Success Value Proposition Onboarding Customer Experience 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.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

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. As a Customer Success Manager, you will be responsible for all day-to-day client interactions.

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

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

APRIL 12, 2022

Role: Director of Customer Success Location: New York, NY Hybrid Organization: Crealytics As a Director of Customer Success, you will develop strong connections with key client stakeholders to understand their needs and invest in their long-term success.

Customer Success 19

Customer Success Account Management Retail Advertising 19

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