AchieveIt

JANUARY 2, 2024

From seamless onboarding to fostering collaboration across teams, the right tool becomes the cornerstone of effective strategy execution. A quick and simple onboarding process A seamless onboarding process for a strategic planning and execution tool is more than a convenience.

Organization 52

Organization Government Onboarding Transportation 52

Insightly

DECEMBER 23, 2021

CRM systems facilitate frictionless transitions from leads to prospects to customers by mapping customer relationships. Because your CRM software will affect a wide array of stakeholders, you need a cross-functional needs assessment team. Meet with a small group of stakeholders and parse your feedback data.

CRM 90

CRM Software Software Facilitation 90

AchieveIt

JULY 11, 2023

You will develop support from your teams and stakeholders, who will be the foundation for your success. Stakeholders must understand the business and feel involved in the process so they know what they need to facilitate future change. Present the proposed changes to your stakeholders after researching their interests.

Management 40

Management Stakeholders Communication Organization 40

SmartKarrot

FEBRUARY 4, 2021

Role: Director of Customer Success Location: Remote, New York, NY, US Organization: Urbint As a Director of Customer Success, you will own the ultimate success of Urbint’s customer base; this includes seamless customer onboarding, project success, retention, and renewal. Identify, recruit, and onboard high potential partners.

Customer Success 10

Customer Success Logistics Customer Life Cycle Onboarding 10

SmartKarrot

OCTOBER 1, 2022

Apply here: [link] Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders at all levels. Help facilitate change management between self and managed service. Apply here: [link].

Customer Success 3

Customer Success Logistics Client Onboarding Onboarding 3

Nutshell

APRIL 17, 2020

“My role was mainly facilitator/coordinator, making sure that all the moving parts were happening when they needed to happen, and that the team had the resources they needed. More tangibly, I had a hand in sponsorship planning and outreach, the logistics and organization of the in-person event, and internal advocacy and promotion.

Decision-making 126

Decision-making Media Meetings Internet 126

Account Management Skills

MARCH 20, 2023

My role is to have a little bit of an eye on the future, but from a much more logistical task planning, I want the cadence of the work to flow as planned. That is when this first part of the process starts it is that onboarding. So I am looking in the future purely as I need to get this thing done by then.

Digitalization 52

Digitalization Account Management Decision-making Management 52