Insightly

SEPTEMBER 27, 2023

“I’m already paying enough for my CRM. It’s a fair question that many midsize companies ask when implementing their first or a new Customer Relationship Management system ( CRM ). So, is a CRM success plan actually worth the cost? Hiring a CRM consultant is another common solution.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 52

CRM Onboarding Software Software 52

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 52

CRM Onboarding Software Software 52

Nutshell

JUNE 22, 2019

The inertia of “the way we’ve always done things” can trip up the implementation of a new CRM , and a team’s familiarity with a software platform (even one that they all complain about! ) Getting internal buy-in means selling your team on why the new CRM will help them sell better.

CRM 93

CRM Software Software Decision-making 93

ProlifIQ

FEBRUARY 8, 2023

QBRs and Salespeople: The Key to True Customer Success and Growth There are certain truths to life that cannot be disputed. A quarterly business review is typically an event that takes place over the span of a few days to a week where sellers and a customer success manager come together to align on all of their key accounts.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

SmartKarrot

OCTOBER 17, 2022

Role: Customer Success Director Location: Remote, United States Organization: Vonage As a Customer Success Director, you will maintain a portfolio of accounts with low churn, high adoption, and high health scores. Collaborate cross-functionally to extend the reach and capability of the Customer Success team.

Customer Success 19

Customer Success Retail Stakeholders Government 19

Insightly

OCTOBER 5, 2021

This is part 3 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. Many companies talk about being “customer-centric.” In reality, too few invest the time and effort to provide truly customer-centric experiences.

Customer Experience 98

Customer Experience Customer Success CRM Innovation 98

SmartKarrot

MARCH 17, 2022

Role: Customer Success Director – SMB Location: Remote, Atlanta, GA, US Organization: ON24 As a Customer Success Director, you will manage and provide escalation and support for CSMs in your group. Responsible for reporting Churn and Downsell metrics to the VP of Customer Success.

Customer Success 19

Customer Success Customer Life Cycle Stakeholders Onboarding 19

Arpedio

NOVEMBER 20, 2023

Sector Recycling industry Website www.genan.com ← Back to case studies The Challenges Faced with operational challenges and a disjointed CRM system, Genan sought a solution to harmonize processes and enhance transparency. The Solutions Thomas Ballegaard , Genan’s Chief Commercial Officer, recognized the need for a robust CRM platform.

Innovation 52

Innovation CRM Account Planning Stakeholders 52

SmartKarrot

AUGUST 4, 2022

Develop ways to be innovative in Client Success by researching and developing programs that encourage customer advocacy, retention, and product marketing. Apply here: [link] Role: Customer Success Manager Location: New York City Metropolitan Area, US (Hybrid) Organization: Regal.io Client support and issue resolution.

Customer Success 19

Customer Success Stakeholders Innovation Facilitation 19

SmartKarrot

JANUARY 28, 2022

Role: Customer Success Director Location: Remote, United States Organization: impact.com As a Customer Success Director, you will be delivering world-class support to the top clients. Own the health of your client relationships in all respects: product utilization, campaign success, contract renewal, and beyond.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

SmartKarrot

MARCH 31, 2023

Role: Customer Success Representative Location: New York, United States (On-site) Organization: RTM Business Group As a Customer Success Representative you’ll create and maintain connections with RTM’s top clients to aid in their ongoing success and expansion.

Customer Success 19

Customer Success Leadership Customer Experience Stakeholders 19

SmartKarrot

APRIL 28, 2022

Role: Director of Customer Success Location: Issaquah, WA, US (On-site) Organization: MangoApps As a Director of Customer Success, you will develop a deep understanding of MangoApps concepts, features & use-cases. Become the primary point of contact for executives and decision-makers of customer accounts.

Customer Success 19

Customer Success Stakeholders Software Software 19

SmartKarrot

NOVEMBER 14, 2022

Role: Director of Customer Success Location: Cambridge, MA, United States (On-site) Organization: Volta Labs, Inc. Establish both leading and lagging KPIs to enhance customer advocacy. Manage TAP in close collaboration with Product Development and Marketing, and report back to Senior Management and internal stakeholders.

Customer Success 19

Customer Success Facilitation Stakeholders Leadership 19

Arpedio

FEBRUARY 26, 2024

Leverage technology, such as marketing automation and CRM tools, to scale personalization efforts effectively. Multi-Channel Engagement Implement a multi-channel approach to engage with key stakeholders across various platforms, including email, social media, and targeted advertising. Utilizing data-driven insights is essential in ABS.

Advertising 52

Advertising Sales CRM Media 52

SmartKarrot

SEPTEMBER 13, 2022

Maintenance of sales data, and generation of required reports through CRM system. Working closely with the legal team to uphold and update terms and agreements pertaining to customers. Implementing solutions, training customers, and managing customer programs. You are their advocate and champion. Apply here: [link].

Customer Success 19

Customer Success Onboarding Customer Experience Negotiation 19

SmartKarrot

APRIL 18, 2022

Role: Director of Customer Success Location: New York, United States (Hybrid) Organization: Fireblocks As a Director of Customer Success, you will hire, grow and develop a regional customer success group. Define operational metrics for the group, and measure the Effectiveness of Customer Success.

Customer Success 19

Customer Success Advertising Finance Account Strategy 19

SmartKarrot

JANUARY 25, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Dover As a Director of Customer Success, you will work with the founders and other team members to build a world-class product delivery and customer management strategy. Help recruit, hire, and onboard new Customer Success Managers.

Customer Success 19

Customer Success Food and Beverage Supply Chain Suppliers 19

SmartKarrot

NOVEMBER 22, 2021

Role: Customer Success Manager Location: Remote, Houston, TX, US Organization: SpaceQuant As a Customer Success Manager, you will stay up to date with current and prospective customers. Perform analysis of real estate properties for customers utilizing the industry-leading technology.

Customer Success 19

Customer Success Facilitation Stakeholders 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. Hire, develop and retain a team of high-performing Customer Success Managers.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

SmartKarrot

MARCH 22, 2022

Role: Strategic Customer Success Manager Location: Remote, United States Organization: Untapped As a Strategic Customer Success Manager, you will identify opportunities to develop training, partner retention materials, and documentation to scale with our growing partner base. Turn the customers into advocates.

Customer Success 19

Customer Success Customer Life Cycle Onboarding Stakeholders 19

Hubspot Sales

AUGUST 26, 2020

Customer Success. Your marketers and salespeople pinpoint vital stakeholders within the target company. The means of communication must reflect the prospect’s preferences. Executives at your firm may also interact personally with critical stakeholders of the target account. Which communication channels they prefer.

Stakeholders 137

Stakeholders B2B Decision-making Sales Environment 137

SmartKarrot

APRIL 20, 2023

Considering the heavy competition and the evolving business environments, it has become more important than ever to put customer success on the pinnacle. However, as businesses keep on the growth streak, scaling customer success efforts can prove to be daunting.

Customer Success 19

Customer Success Onboarding Decision-making Customer Experience 19

Insightly

OCTOBER 5, 2021

This is part 3 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. Many companies talk about being “customer-centric.” In reality, too few invest the time and effort to provide truly customer-centric experiences.

Customer Experience 59

Customer Experience Customer Success CRM Innovation 59

SmartKarrot

MARCH 31, 2023

Role: Customer Success Representative Location: New York, United States (On-site) Organization: RTM Business Group As a Customer Success Representative you’ll create and maintain connections with RTM’s top clients to aid in their ongoing success and expansion.

Customer Success 15

Customer Success Leadership Customer Experience Stakeholders 15

Arpedio

OCTOBER 17, 2023

They offer a comprehensive suite of features designed to streamline account-related tasks, including maintaining a client database, automating repetitive processes, and enhancing communication. Having a comprehensive customer database enables businesses to gain valuable insights into their customers and tailor their interactions accordingly.

Account Management 52

Account Management Software Software Management 52

ProlifIQ

FEBRUARY 13, 2023

In fact, most Saas companies get the majority of their revenue from existing customers. Therefore, customer satisfaction should be a top priority for businesses. As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

SmartKarrot

AUGUST 12, 2021

Role: Director, Customer Success Location: Santa Barbara, CA, US Organization: Tapjoy As a Director of Customer Success, you will oversee the Customer Service function and will partner with the Sales, Operations, and Product teams to ensure the best possible customer experience.

Customer Success 16

Customer Success Government Leadership Decision-making 16

ProlifIQ

SEPTEMBER 6, 2022

It’s typically very comprehensive and requires heavy lifting on the end of the account owner (whether that be an Account Executive or Customer Success Manager). Account planning is a crucial part of any sales team’s success, yet it’s often overlooked or not given the attention it deserves. Keep Your Data in One Place.

Account Planning 52

Account Planning Stakeholders CRM Leadership 52

SmartKarrot

AUGUST 4, 2021

Role: Director of Customer Success Location: New York, United States Organization: Namogoo As a Director of Customer Success, you will manage and coach a team of customer success team leads and managers by developing and expanding their customer, product, and domain expertise to build the best in class CS team.

Customer Success 10

Customer Success Onboarding CRM Stakeholders 10

ProlifIQ

NOVEMBER 9, 2022

This includes things like: A Standardized Account Planning Process: In order for sellers to be successful, they need access to data that tells them what key stakeholders need to be engaged, why this account is a good fit for your product right now, what messaging resonates with this specific account, and what the path to purchase looks like.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

DemandFarm

APRIL 13, 2023

Key Account Management Glossary: 65 Crucial Account Management Terms Explained Account Hierarchy: Account Hierarchy is the structure and organization of key accounts within a company visualized in a hierarchical system of decision-makers and stakeholders.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

SmartKarrot

FEBRUARY 19, 2021

Role: Director of Customer Success Location: Remote, United States Organization: Ivalua As a Director of Customer Success, you will be accountable for the success of the Ivalua customer journey as measured by the net revenue retention for each customer and adoption.

Customer Success 10

Customer Success Stakeholders Customer Experience Government 10

Hubspot Sales

DECEMBER 6, 2022

Participating in these communities is a great way to network with other organizations and stakeholders in your business ecosystem. For example, a CRM company might be asked in their sales process about products that integrate with their CRM. Exchange referrals with your ecosystem.

Onboarding 105

Onboarding Decision-making Organization CRM 105

SmartKarrot

JUNE 15, 2021

Role: Vice President of Customer Success Location: Remote, United States Organization: Parsable As a Vice President of Customer Success, you will drive Customer Success strategy and roadmap to ensure measurable success, retention, and expansion across various industry segments.

Customer Success 10

Customer Success CXM Stakeholders Performance Review 10

SmartKarrot

AUGUST 3, 2021

Role: Customer Success Director Location: Remote, Redwood City, CA, US Organization: Exo As a Customer Success Director, you will manage a team who nurture the overall customer relationship, establishing a trusted advisor-type relationship to ensure overall customer satisfaction.

Customer Success 10

Customer Success Stakeholders Onboarding Prioritization 10

SmartKarrot

FEBRUARY 23, 2021

Customer Success – drive customer engagement with our products by focusing on value delivered; understand key customer pain points and identify opportunities for our solutions to help customers; lead the team of Account Directors, who have specific account assignments. Build customer loyalty and advocacy.

Customer Success 10

Customer Success Stakeholders Decision-making Facilitation 10