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Customer Onboarding Specialist Job Description: Templates and Examples

Help Scout

Since there are multiple, distinct steps in the customer journey , some companies choose to separate these steps and have them managed by separate roles: The sales team handles pre-sales. A customer onboarding specialist manages onboarding. A customer success specialist owns lifecycle management.

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How to Manage a Sales Pipeline for a Startup

Nutshell

Read on to learn more about the importance of sales pipelines for your business and how to manage a sales pipeline for your startup. A well-managed pipeline gives you a smoother lead-to-close process that everyone on the team can follow. Here are some best practices for optimizing and managing your sales pipeline.

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How To Prioritize Sales Coaching

Sales Outcomes

A typical sales coaching approach might prioritize investing in the top performers (because they are the ones that will crush their quota) and the lowest performers (because they need the most help). There is a better approach to prioritizing sales coaching efforts. The Top 20.

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15 Account Manager Interview Questions

Hubspot Sales

Account managers are the liaison between a company and its clients. Whether you’re a candidate or a hiring manager, you’ll need to brush up on account manager interview questions before making any big decisions. You can practice formulating answers that highlight your skills as an account manager. Let’s get started!

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How Two Companies Use Showpad for Remote Onboarding

Showpad

Remote onboarding isn’t easy. Typically, onboarding has always consisted of an in-person welcome on your first day, face-to-face interaction with your manager and setting up/learning relevant technology. Before Showpad Coach, Axiom used a combination of LearnCore and an Excel-based onboarding roadmap.

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Overcoming Key Challenges in Account Management

Arpedio

In today’s competitive business landscape, effective account management plays a pivotal role in fostering long-term client relationships and driving sustainable growth. Account management involves the strategic management of client accounts to ensure their needs are met, their expectations are exceeded, and their businesses thrive.

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Here's What Sales Leaders Should Prioritize in 2021 According to a Sandler Expert

Hubspot Sales

If you’re still leading the same way you have been for years, now is the perfect time to adapt your leadership style to better meet the needs of your organization during challenging times. The events of 2020 have fundamentally changed the way sales leaders need to engage with, manage, and empower their teams.