SmartKarrot

OCTOBER 12, 2022

Develop strategic relationships with key stakeholders to understand their goals and success roadmap. Identify cross organizational opportunities for account growth (expansion and new accounts). Lead and facilitate client meetings. Ensuring best practices across clients in line with agreed processes.

Customer Success 19

Customer Success Financial Services Banking Onboarding 19

SmartKarrot

SEPTEMBER 3, 2021

Proactively address gaps in product adoption and work with customers in order to achieve account health. Be a liaison between external and internal stakeholders. Identify opportunities for account growth and provide technical expertise and support to Revenue to help close expansion opportunities.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

Account Management Skills

AUGUST 24, 2021

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. Kapta is a key account management platform. We chatted about: – the importance of having a client development plan.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Account Management Skills

MARCH 20, 2023

We talk about: – how the roles and the skill sets are different – how they work together on projects and retainers – how they manage the client relationship – what friction points can occur and how they overcome them – their advice for agencies thinking of moving to an AM/PM model.

Digitalization 52

Digitalization Account Management Decision-making Management 52

SmartKarrot

NOVEMBER 25, 2020

Manage large enterprise accounts including account growth and driving product utilization. Demonstrate the ability to balance multiple client relationships simultaneously and work cross-functionally with both internal and external stakeholders. Build strong relationships with key enterprise stakeholders.

Customer Success 10

Customer Success Onboarding Stakeholders Account Growth 10

SmartKarrot

OCTOBER 9, 2023

Account management, with its intricate dance of strategic planning and execution, is both a science and an art. From establishing strong customer relationships to navigating complex stakeholder dynamics, the role demands a unique blend of skills and knowledge. Its multifaceted nature encompasses several key components: A.

Account Management 10

Account Management Management Stakeholders e-Learning 10

SmartKarrot

MARCH 8, 2022

Through Kate’s years of industry experience, she has acquired skills pertaining to change management , stakeholder management, organizational design, management consulting, and more. Kellie has a proven track record of increasing organizational customer retention, account growth, and building advisor relationships.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

Account Management Skills

NOVEMBER 21, 2022

Given the current unstable economic climate, client retention for agencies is a real top priority right now. And I think that’s the only thing that I want to make sure that it’s still focused on in these projects, not that the project managers can’t have an amazing relationship with the client. Jenny 16:53.

Digitalization 104

Digitalization Account Management Marketing Leadership 104

Arpedio

FEBRUARY 17, 2025

While the desire to engage with every potential client is understandable, this approach can backfire leading to inefficiency, slower decision-making, and a lack of deep, meaningful client relationships. This allowed the team to understand the key influencers in each account and identify opportunities for deeper engagement.

Account Planning 52

Account Planning Prioritization Leadership Decision-making 52