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Customer Onboarding Specialist Job Description: Templates and Examples

Help Scout

A customer onboarding specialist manages onboarding. If your company is splitting responsibilities in a similar way, this post will teach you how to write a customer onboarding specialist job description that attracts the most qualified candidates and gets them excited to apply.

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3 CRM Models and How They Improve Customer Profitability

Insightly

CRM Models: How They Can Boost Customer Profitability. With carefully segmented customers and a method for appealing to each group, you can attract and retain more lifelong customers and increase profits. That’s because adding value and consistently delighting customers increases customer retention and therefore profit.

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How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

Commercial Excellence: supports organizational and talent needs, develops and makes available dedicated competency models meeting the requirements of the SV&I organization. Strategic Account Selection and Segmentation: Identifies and selects strategic key accounts and their onboarding into the SV&I organization.

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All the Bases Your Kickoff Meeting Needs to Cover [Template Included]

Hubspot Sales

Everyone on your end is ready to get to work on a new — and hopefully profitable — relationship. Well, one of the more prominent, effective ways to remedy those issues is known as a kickoff meeting. Enter the kickoff meeting. Give everyone in the meeting a chance to introduce themselves and explain what their role is.

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Sales Onboarding: 5 Foolproof Steps for Training New Sales Reps

Showpad

Hiring and onboarding new members of your sales team can be complicated. Following the steps outlined below as part of an airtight sales onboarding program will be critical to increase new sellers’ chances of developing successful, long-tenured careers as part of your team. What does this entail? Focus on industry specifics.

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Referrer Management – Capacity and Capability

Red Star Kim

Some were focused on specific sectors such as agriculture, sports and not-for-profit and others had a more international focus (particularly the Caribbean and Middle East). A starting point was onboarding where data, preferences, potential and priority assessment took place. Some firms are “plan-light” so activity could be sporadic.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

or profits greater than £150000), active and inactive companies with up to 10 years’ of financial data. Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”.