Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Mike Kunkle

FEBRUARY 27, 2023

Once you arrive, then you can lead and manage your practice. You may have some formalized elements, such as a great onboarding program, and should strive to get the most critical Building Blocks and systems in place, as you can. Managers are “super-sellers” and coaching is nonexistent.

Sales 56

Sales Onboarding Publishing Transportation 56

SmartKarrot

APRIL 25, 2023

To achieve successful onboarding, adoption, retention, and revenue growth, create effective customer success programmes. Be a customer champion and inform internal stakeholders of their comments and wants. Managing a portfolio of active customer accounts and ensuring that renewals maintain recurring income.

Customer Success 19

Customer Success Onboarding Internet Stakeholders 19

Hubspot Sales

JUNE 5, 2019

Efficiency: One channel manager paired with several channel partners can bring in the same amount of revenue as five or six salespeople at a fraction of the cost. Less control: You’re not directly managing the sales process. Average cost of recruiting and onboarding new partner. The Drawbacks of a Channel Sales Model.

Sales 100

Sales Retail Stakeholders Onboarding 100

SmartKarrot

OCTOBER 19, 2022

Building a Customer Success organization that supports customers from onboarding through renewal. Creating best-in-class processes for onboarding, training, support, engagement, and business reviews. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

Nutshell

AUGUST 28, 2023

With a formal sales process in place, your sales team has a framework to follow, and it’s much easier to stay on the same page, track results, and onboard new team members. Effective training and onboarding A clearly defined process simplifies the training and onboarding of new sales team members.

Decision-making 118

Decision-making Sales Negotiation Advertising 118

SmartKarrot

SEPTEMBER 13, 2022

Role: Client Success Director Location: Remote, California, United States Organization: Mindcrest As a Client Success Director, you will develop and manage new business opportunities through all stages of the sales cycle. Assist with pitches, responses to RFPs, teleconferences, webinars, and client presentations.

Customer Success 19

Customer Success Onboarding Customer Experience Negotiation 19

SmartKarrot

JUNE 3, 2022

Role: Customer Success Associate Director Location: New York, NY, US Organization: Wunderkind As a Customer Success Associate Director, you will mentor and inspire a small team of high-performing Customer Success Managers & Associates. Facilitate escalation management and issue resolution. Conduct recurring business reviews.

Customer Success 19

Customer Success Facilitation Stakeholders Onboarding 19

Showpad

MARCH 25, 2020

The challenge is that there are many stakeholders from many different teams who weigh in on this type of purchase: sales, marketing, sales operations, HR and IT. We believe in a platform approach for enabling sales to provide a more unified experience for sellers, managers and marketers. Showpad: Where can we find the report?

Stakeholders 64

Stakeholders Decision-making Customer Experience Onboarding 64

SmartKarrot

DECEMBER 16, 2022

Role: Customer Success Manager Location: Birkenhead, England, United Kingdom (Hybrid) Organization: The Access Group As a Customer Success Manager, you will provide both reactive and proactive services to the customer base. Work with a large number of internal stakeholders to resolve customer issues/escalations.

Customer Success 19

Customer Success Onboarding Stakeholders Account Management 19

SmartKarrot

MARCH 21, 2023

Role: Director, Customer Success Strategy Location: Seattle, WA, United States (Remote) Organization: CommerceIQ As a Director, Customer Success Strategy, you’ll create and implement customer success strategies that promote effective onboarding, adoption, retention, value creation, and customer satisfaction.

Customer Success 19

Customer Success Stakeholders Onboarding Facilitation 19

SmartKarrot

APRIL 15, 2022

Apply here: [link] Role: Director, Customer Success Location: Remote, Los Angeles, CA, US Organization: Limeade As a Director of Customer Success, you will lead and manage a team of remote SAEs focused on enterprise customers while maintaining high levels of employee engagement, customer satisfaction, revenue retention and growth.

Customer Success 19

Customer Success Onboarding Negotiation Leadership 19

SmartKarrot

APRIL 21, 2023

Role: Customer Success Manager Location: Salt Lake City, UT, United States (Remote) Organization: Tava Health As a Customer Success Manager, you’ll Establish trusting relationships with important employer stakeholders, such as HR and Benefits Administrators. Onboarding, ongoing training, and support for customers.

Customer Success 19

Customer Success Account Strategy Stakeholders Onboarding 19

SmartKarrot

DECEMBER 5, 2022

Role: Senior Director, Customer Success Location: Remote, United States Organization: OneSpan As a Senior Director, Customer Success, you will build, lead and scale a growing customer success management team while ensuring an excellent customer experience and that outcomes meet the customer goals. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Onboarding Stakeholders Meetings 19

SmartKarrot

JUNE 12, 2023

Produce written and spoken content, host webinars, and conduct one-on-one training sessions. As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. Utilise and keep up a knowledge base, asset management system, and service management system for information technology.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle 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. As you might expect, traits of a sales enablement manager include a high level of organization and a keen interest in data analysis.

Sales 52

Sales e-Learning Onboarding Software 52

SmartKarrot

JANUARY 28, 2022

Apply here: [link] Role: Customer Success Manager, Strategy Location: Reston, VA, US (Hybrid) Organization: Triblio As a Customer Success Manager, you will maintain a customer-first mentality in all aspects of the job. Work closely with the Account Executives to facilitate the smooth transition from the sales cycle to onboarding.

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

SmartKarrot

APRIL 28, 2023

You’ll be the alpha dog, coaching, mentoring, and directing our customer success managers to give each and every one of our clients an excellent experience. Create and carry out programmes in Marketo for a variety of channels, including email, the web, nurturing of in-products, field events, webinars, etc.

Customer Success 19

Customer Success Digitalization Stakeholders Onboarding 19

PandaDoc

JULY 18, 2019

If you’ve listened to one of my webinars lately or read a previous blog post of ours, you know I’m all about giving away our secrets in hopes of bettering sales teams worldwide. When reps have proposals that are opened or viewed, or even forwarded to one or more additional stakeholders, we treat those notifications as buying signals.

Onboarding 63

Onboarding Negotiation Decision-making Stakeholders 63

SmartKarrot

JULY 28, 2022

Role: Director of Client Success Location: Remote, United States Organization: seoClarity As a Director of Client Success, you will direct and manage a world-class team with a focus on training, development, and customer-centric advocacy. Establish relationships with key customer stakeholders to drive further product adoption.

Customer Success 19

Customer Success Stakeholders Negotiation Customer Experience 19

SmartKarrot

OCTOBER 13, 2021

Manage customer success activities, including the recruiting, onboarding, and ongoing training of CSMs, individual client engagement strategy, and relationship. Manage a handful of the top strategic customers, ensuring their success with Wistia. Own the entire customer lifecycle after onboarding, including renewals.

Customer Success 19

Customer Success Onboarding Customer Experience Stakeholders 19

SmartKarrot

SEPTEMBER 3, 2021

Role: Senior Customer Success Manager Location: Remote, Salt Lake City, UT, US Organization: Axon As a Senior Customer Success Manager, you will engage with your customers through regular calls, business reviews, and daily needs. Monitor and manage adoption metrics to ensure customers are utilizing the full Axon platform.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

Showpad

JANUARY 25, 2021

Your sales enablement program has stakeholders across several teams including marketing, product, sales and customer success. Russell Wurth, Showpad’s Vice President of Worldwide Sales Enablement, teams up with Sales Hacker in a new webinar titled Defining and Refining Your 2021 Sales Enablement Charter.

Sales 52

Sales Stakeholders Construction Acquisition 52

SmartKarrot

JANUARY 13, 2023

Role: Customer Success Specialist Location: Warsaw, Mazowieckie, Poland (Hybrid) Organization: Zowie As a Customer Success Specialist, you will manage and support the success of a portfolio of customers across the entire post-sale customer journey from kick-off to advocacy and renewal. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Negotiation Stakeholders Onboarding 19

PandaDoc

MAY 28, 2024

Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. Customer knowledge even transfers to other areas, such as improving client onboarding. This information scores them points with their manager. For example, you sell customer relationship management (CRM) software.

Sales 52

Sales e-Learning Healthcare Software 52

Arpedio

JULY 11, 2022

If you manage to target all these different personas in an account, you’ll be one step closer to getting collaborative buy-in. And if you keep working on your stakeholder relationships , best case scenario, you might even reach a point where they’ll be doing the selling for you. Maximilian Opp, Account Manager. +45

B2B 52

B2B Account Management Customer Success Leadership 52

SBI

OCTOBER 29, 2019

Research has shown that sales teams often underperform because of gaps in the perceptions, attitudes and information flows between internal stakeholders and sales reps. It is critical for reps to have access to the most up-to-date information in the right place and at the right time. We are very pleased about this new partnership.

Account Planning 20

Account Planning Onboarding Sales Acquisition 20

SBI

JANUARY 29, 2020

Using a modern, agile approach they can effectively bridge the gap between globally distributed teams with video collaboration tools that enable reps, managers, and SMEs to work together easily and asynchronously. With Allego, sales and other teams no longer have to rely on outdated training content, strategies and tactics.

Account Planning 26

Account Planning Sales Digital Transformation Stakeholders 26

SmartKarrot

FEBRUARY 2, 2022

The webinar on ‘Customer Success: Learnings from 2021 and What Lies Ahead in 2022’ brought together an elite panel to shed light on customer success. With 500+ attendees, the webinar highlighted some key strategies, situations, and best practices for the customer success industry. Here are the top 10 key takeaways from the session.

Customer Success 19

Customer Success Account Management Management Stakeholders 19

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

JULY 19, 2021

Optimize CX Operations workflow and process with a specific focus on omnichannel order management and returns. Work with internal stakeholders to deliver assets and toolkits that inspire, educate, and support the customer community experience. Lead online webinars & demos to educate customers on the features of the product.

Customer Success 10

Customer Success Stakeholders Onboarding Facilitation 10

SmartKarrot

MAY 24, 2021

Defining and optimizing the client onboarding lifecycle based on client segmentation. Apply here: [link] Role: Director, Customer Success Location: San Francisco, CA, US Organization: Incredible Health As Director of Customer Success, you will lead, support and develop a growing team of Customer Success (CS) Managers in half the country.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

JULY 16, 2021

Role: Director of Customer Success Location: Remote, San Francisco Bay Area Organization: OpenComp As a Director of Customer Success, you will build a global customer success organization to support customers from onboarding, activation, and training through to long-term multi-stage renewal and expansions projects.

Customer Success 10

Customer Success Healthcare Stakeholders Onboarding 10

SmartKarrot

JUNE 25, 2021

Demonstrated communication and facilitation skills, proven track record of building relationships with senior stakeholders, and ability to handle multiple priorities. Identify and help build out vital collateral for retention and onboarding. Ensure product adoption by onboarding new customers and new teams.

Customer Success 10

Customer Success Customer Life Cycle Onboarding Leadership 10

SmartKarrot

JUNE 15, 2021

Implement strategies to creates, influence, and improve Customer Experience Management via CXM platforms and industry best practices. Proactively manage and develop team members through frequent coaching, performance reviews and training. Strategically prepare messaging appropriate to the various stakeholders.

Customer Success 10

Customer Success CXM Stakeholders Performance Review 10

SmartKarrot

NOVEMBER 4, 2020

Serve your Customer Success Managers and their teams with one-on-one coaching and team development sessions. Develop and manage a stellar team of ‘Enterprise’ and ‘Growth Account’ Customer Success Managers. Lead online webinars, consultations, and one-on-one demos to educate customers on the features of our product.

Customer Success 10

Customer Success Stakeholders Facilitation Account Planning 10

SmartKarrot

JULY 20, 2022

In fact, onboarding is the peak time of churn for customers. A customer Success specialist takes your customer from the level of onboarding through various key stages and ensures they understand the comfort. You can learn from customer success managers and even other stakeholders in the customer success process.

Customer Success 10

Customer Success Customer Life Cycle Onboarding B2B 10