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As you can see, buying groups are larger in key accounts and often require more members and attention from the entire revenue team – especially at the executive level. Sales maps for key accounts tend to be quite complex with many stakeholders. This might look a little overwhelming at first – but never fear!
Segmenting key accounts Once you have identified your target account list, you need to segment them into groups based on their size, industry, location, and additional factors like cultural fit and relationship status. This will help you to develop tailored account plans for each account.
Strategic accounts are not just any customers; they are the key customers that hold significant value and have the potential to contribute substantially to the company’s growth and revenue. A strategic accountdevelopment plan serves as a roadmap for nurturing and growing these important accounts.
Businesses should prioritize key accounts by developing a deep understanding of their needs. This involves incorporating best practices for account planning and management. Your account growth strategy will be implemented by your sellers and customer success.
Org Chart by DemandFarm, a 100% Salesforce-native app, empowers sales and account management teams to visualize complex organizational hierarchies, create context-rich relationship maps, and develop effective engagement strategies—all within Salesforce. Account Planner: Standardize account planning and analyze competitive landscapes.
Account managers are able to make intentional connections by using relationship mapping tools that map key stakeholders and their influence on the buying decisions at their organization. When done successfully, new revenue growth ideas emerge as the culminating outcome of a client-centric account planning program.
To put it simple: Key account management is a strategic approach to managing and nurturing relationships with your key accounts. It involves identifying these accounts, developing a customized approach to meeting their needs, and building strong personal relationships with key stakeholders. Superior together.
In order to do so, you should invest in your account management processes – so you can equip your strategic account managers with the best working environment to manage the complex journey of long-term accountdevelopment. What Is an Account Manager? No, we don't use Salesforce yet. Let's talk.
My litmus test is to ask 'Would I feel comfortable putting this person in front of a senior stakeholder in a large deal?'" "When speaking with someone looking to get into sales, their interactions with you inform how you'll picture them interacting with customers," Boreham says. " They're right. Always be yourself."
Key account managers work with a range of individuals within a client organization, from end-users to decision-makers to CEOs. They must be able to communicate effectively with different stakeholders and adapt to the client’s changing needs and expectations.
Ulrik’s vision is clear: empower business professionals with tools that support them in their account-based selling endeavors. Provide them with resources that require bi-weekly reflections with their teams, ensuring they remain proactive and engaged in the accountdevelopment process. Superior together.
By integrating a platform that allows this, sales reps will be able to automate the time consuming and labor-intensive process of identifying multiple opportunities within an account and achieve a complete account picture.
Develop relationships and coordinate business reviews with senior leaders at our largest and most critical accounts. Develop a high level of proficiency in understanding our customer’s business needs and the product use cases and approaches that derive maximum value.
Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Engage with internal stakeholders to represent customer interests. Management of and update on progress, weekly WIPs, project planning, project escalation, engagement of required stakeholders.
Developing Customer Success assets, working collaboratively with Marketing, CX, and Sales teams to establish and refine customer materials and solutions. Refining and adding to the initial strategy laid out in sales for key accounts through collaboration with all key internal and external stakeholders. Apply here: [link].
Be the voice of the customer, driving proactive cross-functional alignment and collaboration internally with key stakeholders in Sales, Product, Engineering, and Finance. Manage multiple enterprise accounts; develop positive working relationships with all client touch points.
Identify and manage customer escalations to drive resolution internally with stakeholders and externally with customers. Active communication management (with learners and other client stakeholders) to drive engagement and solve potential friction points.
Develop Targeted Account Lists : Based on your ICP and market research, develop a list of target accounts that are most likely to benefit from your product or service. Relationship Mapping & Org Chart Manage internal and external relationships with key stakeholders. Superior together. Enhance forecast accuracy.
Develop strategic relationships with key stakeholders to understand their goals and success roadmap. Identify cross organizational opportunities for account growth (expansion and new accounts). Develop upsell & cross-sell opportunities. Ensuring best practices across clients in line with agreed processes.
Internal and external key stakeholder management. Development of territory and accountdevelopment, training, and educational plans. Location: Dubai, United Arab Emirates (Hybrid) Organization: HUVIAiR Technologies As a Customer Success Manager, you will manage the accounts of multiple clients. Apply here: [link].
Solicit and synthesize customer product feedback to advocate for the customer to internal stakeholders. Internal and external key stakeholder management. Development of territory and accountdevelopment, training and educational plans. Retain and grow client base through identifying cross/up sell opportunities.
Role: Senior Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Senior Customer Success Manager you’ll be focusing on a certain set of accounts and fostering and sustaining relationships with important stakeholders.
Internal and external key stakeholder management. Development of territory and accountdevelopment, training, and educational plans. Retain and grow client base through identifying cross/upsell opportunities. Onboard and train new customers on the solution. Support clients and resolve their issues. Apply here: [link].
Maintain an effective account governance process in collaboration with customers’ key stakeholders as well as the internal account team. Manage customer interactions in a manner that establishes credibility and trust as a business advisor to a specified portfolio of accounts.
Establish and maintain relationships with key stakeholders, strategic account planning and promote internal advocacy. Identify early expansion indicators and relay opportunities to the partners in AccountDevelopment. Meet net retention and CSAT/NPS KPIs through data-driven analysis, planning, and execution.
Working effectively with key stakeholders across the organisation will require alignment with Sales on cross-selling and up-selling as well as a focus on selling with a retention focus; alignment with Product and Business Development on guiding Product Roadmap; and alignment with Marketing on guiding Marketing activities to Current Subscribers.
Yes, what you were saying about having multiple people listening and hearing different perspectives just made me think of how, at the beginning, the two roles worked so closely around stakeholder management and understanding what the different people within the project team might want and need and starting to anticipate those. Very clever.
Role: Senior Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Senior Customer Success Manager you’ll be focusing on a certain set of accounts and fostering and sustaining relationships with important stakeholders.
Advise leadership group and other internal stakeholders on strategies to identify opportunities to further add value to existing ReTech customers. Develop a trusted partner relationship with customer stakeholders and executive sponsors to ensure they are leveraging the ReTech solution to achieve full business value.
Apply here: [link] Role: Director of Customer Success Location: Oakland, California, United States Organization: Eko As a Director of Customer Success, you will establish trusted and productive relationships with key stakeholders at strategic accounts. Apply here: [link].
Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Work with internal stakeholders to deliver assets and toolkits that inspire, educate, and support the customer community experience. Grow and develop the Customer Success team.
Accountdevelopment, building relationships with key stakeholders, proactively exploring opportunities to grow the business, driving this process. The aspiration state is 70% proactive accountdevelopment, 30% reactive account servicing. Handle renewals (e.g.,
Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Build and maintain relationships with internal stakeholders. Clearly communicate the progress of weekly/monthly/quarterly initiatives to internal and external stakeholders.
Identify and achieve targets on renewal rates, customer satisfaction, expansions, upsells, and new opportunities in assigned accounts. Develop ScienceLogic champions and generate customer references for the marketing team. Build strong long-term relationships with all levels of stakeholders while discovering new contacts.
Apply here: [link] Role: Customer Success Account Director Location: London, England, United Kingdom Organization: Onalytica As a Customer Success Account Director, you will ensure client retention by strategically managing accounts and driving value for our customers through our software, data & services.
Internal and external key stakeholder management. Development of territory and accountdevelopment, training, and educational plans. Retain and grow client base through identifying cross/upsell opportunities. Onboard and train new customers on the solution. Client support and issue resolution.
Apply here: [link] Role: Customer Success Manager Location: Melbourne, Victoria, Australia Organization: Pin Payments As a Customer Success Manager, you will be responsible for creating and delivering merchant-specific accountdevelopment plans.
I have worked in many different kinds of assets of account management, I mean the full spectrum, I have done roles, which have been very hybrid and touched a little bit on project delivery and account management. So both of them have very different skills and competencies.
Through Kate’s years of industry experience, she has acquired skills pertaining to change management , stakeholder management, organizational design, management consulting, and more. She is also the founder and former CEO of the Customer Success Network, the first community for customer success managers in the EMEA region. Kellie Capote.
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