Showpad

JUNE 29, 2021

An experience that proves a solution’s business value to multiple buyer stakeholders along the customer journey. This will help them to improve their approaches regarding messaging, content, onboarding, training and coaching to drive better buyer engagement at all stages.

Digital Transformation 59

Digital Transformation Decision-making Digitalization Onboarding 59

PandaDoc

MAY 28, 2024

Customer knowledge even transfers to other areas, such as improving client onboarding. The VP thinks the solution is perfect and gets approval from all stakeholders. Sectors such as retail, healthcare, finance, and software all work with consultative selling. Sure, you like tuna steaks, but that’s not what you wanted.

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

MAY 20, 2022

Apply here: [link] Role: VP of Customer Success Location: Remote, San Francisco, CA, US Organization: Hearth As a VP of Customer Success, you will lead, manage, and develop Hearth’s Onboarding, Account Management, Retention, and Support functions. Identify and overcome barriers to product adoption.

Customer Success 19

Customer Success Onboarding Customer Experience Stakeholders 19

SmartKarrot

DECEMBER 9, 2021

Maintain an effective account governance process in collaboration with customers’ key stakeholders as well as the internal account team. Manage relationships with senior stakeholders and develop expertise at identifying strategic customer goals. Partner cross-functionally with Business Development, Product and Engineering.

Customer Success 19

Customer Success Stakeholders Onboarding Government 19

SmartKarrot

JANUARY 28, 2022

Analyse campaign results, develop benchmarks, and create and share regular performance reports with different stakeholders. Work closely with the Account Executives to facilitate the smooth transition from the sales cycle to onboarding. Bring the knowledge of best practices for onboarding and CSM playbooks into Resolve.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

SmartKarrot

FEBRUARY 15, 2023

Set a date for newly assigned accounts’ onboarding. Developing relationships with important stakeholders, assisting with problem solving and escalations, and consistently exceeding their expectations with a customer-centric mindset. Reach out to accounts for checkpoint meetings and engage them proactively.

Customer Success 19

Customer Success Onboarding Finance Leadership 19

SmartKarrot

NOVEMBER 10, 2021

Actively engage with new customers during the onboarding process to ensure successful deployment and rollout. Guide the Birdie leadership team on the evolution required to achieve our goals and partner closely with leadership across Commercial, Product, Finance, and Talent teams to deliver it. Apply here: [link].

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

SmartKarrot

MARCH 25, 2022

Collaborate with the Pacvue Training and Education team to build out the content for product onboarding and education. Develop meaningful relationships with key stakeholders within the customer as well as Cato’s teams (Sales, Customer Success, R&D and Support Engineering).

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

MARCH 3, 2023

To meet the objectives of our clients and the needs of the business, we hire, train, and onboard enterprise CS team members. In terms of measuring and forecasting, coordinate with Finance. Create and implement scalable processes and practices. Drive strategy and innovation. Monitoring and controlling team performance.

Customer Success 19

Customer Success Finance Stakeholders Onboarding 19

SmartKarrot

OCTOBER 21, 2022

Interact with Sales, Product, Engineering, Support, Services, Finance and Executive teams to drive positive change on behalf of the customers. Work closely with the Sales & Onboarding teams to ensure a smooth transition of new clients onto the Thirdfort platform. Act as a thought leader within the customer community.

Customer Success 19

Customer Success Brainstorming Finance Customer Experience 19

SmartKarrot

JUNE 30, 2022

Apply here: [link] Role: Customer Success Manager Location: Bedfordshire, England, United Kingdom Organization: Zetter Recruitment As a Customer Success Manager, you will be onboarding new customers and ensure they are well steered for deployment as quickly as possible. Start to develop expertise on products and the industry.

Customer Success 19

Customer Success Finance Facilitation Communication 19

SmartKarrot

FEBRUARY 17, 2021

Representing the voice of the customer and influencing internal stakeholders by promoting a customer-centric mindset across the organization. Hire and onboard new team members who will quickly become strong individual contributors. Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth.

Customer Success 10

Customer Success Value Proposition Stakeholders Onboarding 10

SmartKarrot

APRIL 18, 2022

Quarterback internal and external initiatives through cross-functional partnerships with sales, onboarding, support, product management, finance, operations, and other teams which directly impact overall customer success and drive customer growth.

Customer Success 19

Customer Success Advertising Finance Account Strategy 19

SmartKarrot

MARCH 31, 2022

Develop an ongoing engagement and sales support strategy that includes leading onboarding and training sessions, having a larger/strategic presence in customer syncs, preparing quarterly progress reports and holding check-ins, leveraging the experts for specialized remote and in-person presentations, and aligning efforts across teams at E Source.

Customer Success 19

Customer Success e-Learning Profitability Finance 19

Freshworks

APRIL 2, 2021

Owners James Watt and Martin Dickie created Equity for Punks, a financing model that gave shareholders discounts and other perks. BrewDog used video calls for face-to-face onboarding, training, and buddy systems to support employees. In the beginning, these “Equity Punks” mostly comprised 1,330 friends and community members.

Shareholders 52

Shareholders B2C Remote Working Customer Experience 52

SmartKarrot

JUNE 18, 2021

Role: Associate Director, Customer Success Location: Remote, United States Organization: AKASA As an Associate Director of Customer Success, you will demonstrate revenue cycle expertise by conducting customer onboarding and implementation activities such as process mapping or workflow review.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

MAY 24, 2021

Defining and optimizing the client onboarding lifecycle based on client segmentation. Communicate with key stakeholders within client organizations to effectively assess and gain an understanding of their needs and internal processes.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

MAY 20, 2021

Develop and deepen relationships with key stakeholders within the largest employer and health plan clients. Drive and scale a seamless customer onboarding process as we grow through seamless implementations and onboarding processes. Develop and maintain long-term relationships with stakeholders in your account portfolio.

Customer Success 10

Customer Success Value Proposition Stakeholders Onboarding 10

Zendesk

DECEMBER 2, 2020

I’ve lived and worked across North America, Europe, and Sub-Saharan Africa, with 10+ years experience within operations, strategy, and finance. Greg (Zendesk): As we approach the holiday season, which stakeholders within your company should CX leaders meet with to plan (if any)? I’m originally from Atlanta!

e-Learning 76

e-Learning Artificial Intelligence Leadership Brainstorming 76

SmartKarrot

MARCH 2, 2023

To address difficulties brought up by your consumers, collaborate with business partners in the areas of law, finance, contracts, and operations. Take ownership of problems to ensure a prompt response is given, acting as an escalation point for both internal and external stakeholders.

Customer Success 15

Customer Success Finance Negotiation Facilitation 15

SmartKarrot

FEBRUARY 25, 2021

Develop and nurture cross-functional partnerships across the entire TargetCW organization including software, sales, marketing, finance and operations which impact overall customer success and drive customer retention and revenue growth. Participate in the recruitment, onboarding, on-going training and retention of customer success talent.

Customer Success 10

Customer Success Onboarding Finance Stakeholders 10

SmartKarrot

JULY 14, 2021

Work cross-functionally with Sales, Marketing, Engineering, and Finance to deliver the best customer experience for the customers. Work collaboratively with other stakeholders to get the best outcome for the customer. Ensure regular and proactive value-add contact with your customers, creating a partnership with key stakeholders.

Customer Success 10

Customer Success eCommerce Account Growth Stakeholders 10

SmartKarrot

APRIL 6, 2021

Build a global services organization to support customers from onboarding and training through to long-term enterprise digital transformation projects. Account development, building relationships with key stakeholders, proactively exploring opportunities to grow the business, driving this process. Train users on the software.

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

SmartKarrot

JULY 6, 2021

Apply here: [link] Role: Customer Success Manager Location: London Area, United Kingdom Organization: Flock As a Customer Success Manager, you will manage the day-to-day needs of your assigned customers – from onboarding, the quarterly claims and usage reviews to renewals.

Customer Success 10

Customer Success Insurance Onboarding Partnership Management 10

SmartKarrot

FEBRUARY 12, 2021

Onboarding, Training, Customer Support, User Advocacy for Global Clients (Users in over 80 countries). Create an onboarding process for new team members. Optimize customer engagement, retention, renewals & account growth across real estate and business (Auto, Finance, Digital, etc). Unlock value at every level.

Customer Success 10

Customer Success Transportation Insurance Financial Services 10

SmartKarrot

JANUARY 22, 2021

Partner with Operations team to drive cadence of stakeholder meetings. Improve and advocate for customer experience by identifying opportunities to enhance the product and services features, functioning as the key connection between the Success team and Product, Engineering, Marketing, Ops, Finance, etc organizations.

Customer Success 10

Customer Success Stakeholders Finance Customer Experience 10

OnStrategyHQ

MAY 18, 2021

HR Mgmt: Hire and onboarding processes. The scorecard has four categories of measures: Financial/Mission — How do we look to our stakeholders? Finance Leader. Improve or institute a sales process, increase close rate, increase lead generation. Knowledge Mgmt: Structured training (sales, IT, management, ownership). Action Grid.

Organization 96

Organization Facilitation Small Business Marketing 96

SmartKarrot

JUNE 23, 2020

You will be responsible for driving onboarding, engagement training, check-ins, technical guidance, and security analysis. Act as a trusted advisor to clients and partner with Sales, Professional Services, Customer Support, Marketing, Finance and Product Management to drive overall customer satisfaction.

Customer Success 10

Customer Success Finance Client Relationships Stakeholders 10

SmartKarrot

NOVEMBER 18, 2020

Inspire customer success across the Customer Success department and throughout the company, working with sales, marketing, product, and finance. Ensure product adoption by onboarding new customers and new teams. Develop best practices for new customer onboarding and customer growth/renewal to ensure ongoing customer success.

Customer Success 10

Customer Success Onboarding Finance Leadership 10

SmartKarrot

FEBRUARY 7, 2022

Onboarding new customers. Once the opportunity has been converted, it is the job of the customer success team to meet with the customer and onboard them with your product. You need to train the customers/stakeholders. This way, the customers/stakeholders are appraised of the journey with your product.

Customer Success 10

Customer Success Stakeholders Software Software 10

SmartKarrot

DECEMBER 11, 2020

Develop and maintain a clear understanding of the organizational and leadership structure of client organizations to serve as an asset for escalation, expansion, analytics, marketing or finance, engineering, support. Work with the Customer Support, Sales, and Product teams to facilitate a seamless customer onboarding process.

Customer Success 10

Customer Success Finance Innovation Facilitation 10

Red Star Kim

SEPTEMBER 26, 2023

Here, the M&BD professionals – and perhaps those from other disciplines (such as finance or human resources) – will be formed into temporary project teams to assist with particular initiatives. And where firms invested in the area, the pricing teams were more likely to comprise finance professionals and experienced fee-earners.

Marketing 130

Marketing Key Account Management Account Management Artificial Intelligence 130

SmartKarrot

JANUARY 6, 2021

Get alignment with ELT, Sales, Marketing, Product, and Finance around Customer Success strategy and execution. Identifying key stakeholders and opportunities for upsell to grow the value of the account. Assist with the onboarding of new customers by leading platform set-up, and help them start achieving their business goals.

Customer Success 10

Customer Success Finance Account Development Stakeholders 10

SmartKarrot

AUGUST 16, 2022

The Quarterly Business Review is a quarterly business meeting where stakeholders meet to discuss KPIs and goals. Quarterly business meetings help build strong foundations and encourage excellent communication between all stakeholders. Why are they important? These are the primal questions you will find answers to in this article.

Meetings 10

Meetings Finance Stakeholders Customer Success 10

SmartKarrot

JULY 30, 2020

Managing customer success activities like onboarding, training, customer support etc. A CSM is also responsible for onboarding the new customers. Manage and monitor the project’s finance, schedule and scope. They can be, for example, onboarding managers, renewal managers, support agents and so on.

Customer Success 10

Customer Success Onboarding Finance Facilitation 10

SmartKarrot

JULY 21, 2022

Build an organization to successfully onboard, manage and retain new creators and developers onto the Polygon platform and ecosystem. Collaborates internally with different teams, such as finance, legal, marketing, support, etc. Establish strategy and corresponding KPIs, prioritize work and monitor team performance.

Customer Success 3

Customer Success Stakeholders Onboarding Finance 3

Nutshell

MAY 21, 2024

Reporting & analytics in Nutshell Learn more about Nutshell’s reporting and analytics features SEE REPORTING FEATURES Compliance and regulatory reporting Remaining compliant with industry regulations is essential in any industry, but even more so when managing finances. Basic document management and sharing services start at $17.30

Financial Services 71

Financial Services Software Software Cybersecurity 71