This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Strategic Planning Account-specific growth strategy alignment with account goals Collaboration with economic decision makers on long-term objectives Responsiveness to shifts in account strategy 4. This organization is essential for maintaining responsiveness and meeting client expectations.
Here’s how: Whitespace Identification: AI ranks leads by conversion likelihood, helping KAMs focus on high-potential accounts and uncover untapped opportunities. Predictive Analytics: AI forecasts accountgrowth and churn, empowering teams to take proactive action.
Are our sales teams consistently meeting targets and improving conversion rates? A well-tuned system can mean the difference between a team that’s reactive and one that’s actively driving accountgrowth. Training and Onboarding Programs Traditional training can be inconsistent and overwhelming.
Your reps need every armour in their kit to help close deals faster and meet quotas. Not just that, KAMs can also see common detractors and supporters thereby helping them personalize a deal so that everyone is onboard with it. Meeting scheduling tools to streamline appointment booking. Why Consider It?
Importance of a Killer Sales Enablement Strategy in 2025 Would you send your sales reps into a meeting without the resources or knowledge they need to succeed? It ensures your team is proactively driving accountgrowth. Enhance onboarding for new hires? What practices should you adopt to maximize its impact?
And I needed more growth. So then I got again, in a bit of a chance of fate was meeting the MD of Hallam. He’s brilliant, just go and ask for his advice and I went and had a coffee with him, and he just said, there’s an account management position open, do you want it? And we would just be meeting in a coffee shop.
To help meet these goals the plan would: Consider in-depth data about the target customer(s) including their goals, objectives, existing knowledge, knowledge gaps, and where they are in their journey. Conversion: The success team onboards new customers and demonstrates how to use products.
Their duties extend from strategic account planning , which involves crafting tailored solutions that resonate with the client’s specific challenges and ambitions, to actively seeking opportunities for accountgrowth through cross-selling or upselling.
Role: Director, Customer Success Location: Remote, New York, NY, US Organization: Urbint As a Director of Customer Success, you will own the ultimate success of Urbint’s customer base; this includes seamless customer onboarding, project success, retention, and renewal. Accountgrowth: identify areas for growth within existing accounts.
Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities. Own metrics related to the successful onboarding, retention, and growth of Teampay customers. Being the main point of contact between the company and your portfolio of named accounts. Apply here: [link] .
Align both internal and external resources to ensure clients meet & exceed project expectations. Regularly review overall program status with clients, usually in the form of client calls, web presentations or onsite meetings (as necessary). Consult with clients on product features, functionality and onboarding best practices.
If you’d like help raising your account management game, then take a look at my Account Accelerator programme, where you work with me for nine weeks. I help you with the tools, strategies, and all the support you need to implement a repeatable and systematic approach to accountgrowth for your agency.
Execute the onboarding and implementation of customer data, while ensuring milestones and timelines are achieved. Proactively address gaps in product adoption and work with customers in order to achieve account health. Work with customers to discover and understand their needs to help them develop a tailored Restocq onboarding process.
Oversee the creation and direction of training materials that can be used to supplement customer onboarding and ongoing customer support. Provide feedback and input to the product teams to help guide the development to meet current customer needs. Identify opportunities for accountgrowth within your managed accounts.
Foster accountgrowth/expansion via new products and markets. Tactical and strategic support for priority accounts and maintain relationships with key agencies and brands. Collaborate with the Pacvue Training and Education team to build out the content for product onboarding and education.
Role: Head of Customer Success Location: Germany (Remote) Organization: Fyrfeed As a Head of Customer Success, you oversee creating a successful client journey from onboarding through churn and maintaining it over time. Conduct quarterly or monthly ROI meetings with clients. Hold training and onboarding sessions for customers.
Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and accountgrowth. Maintain a revenue base by managing account retention and renewal. Be a customer advocate while capturing customer feedback and reporting requests to Product Management and Development.
Hire and onboard new team members who will quickly become strong individual contributors. Own the ultimate success of the customers, including product adoption, retention, and growth opportunities. Be responsible for key customer success metrics including NPS, accountgrowth, forecasting, and revenue retention.
A reminder also that my next Account Accelerator programme starts on 23rd of September. This is a transformational programme for agency account managers and account directors to take your agency from unpredictable project revenue to more predictable accountgrowth. And are we helping them to meet them?
As a Director of Customer Success, you will manage a team of coordinators to ensure they are ensuring top-notch customer service while meeting company-specific targets for revenue recognition and renewals. Meet quarterly goals to support corporate initiatives.
Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. Advocating security best practices for the customers to drive product adoption and business growth. Develop individual success plans to ensure Mambu adoption, expansion and advocacy for each of your customers.
Own the overall success of customer onboarding and ongoing customer management. Aligning resources, contacts, and opportunities to meet service delivery agreements across the client portfolio. Retain, develop, and hire a team of high-performance Customer Success Managers.
Role: Vice President, Customer Success Location: McLean, VA, US Organization: insightsoftware As a Vice President of Customer Success, you will own a Customer Experience strategy, to include presales, onboarding, services, support, and technical account management.
Guide the development, execution, and maintenance of tailored AccountGrowth Plan and Playbook. Plan and lead customer meetings, including Quarterly Business Reviews. Understand customer usage and account health to proactively mitigate any renewal risk or product churn.
Maintain high levels of client engagement (including on-site meetings) with a focus on client satisfaction and loyalty. Collaborating with Enterprise Sales Executives to form and maintain accountgrowth plans. Identifying additional areas within the organization that can benefit from similar client engagements and use cases.
Role: Head of Customer Success Location: San Francisco, CA, US Organization: Fathom As a Head of Customer Success, you will manage and monitor the client-side of the implementation process, delivering best-in-class client service and meeting every milestone. Identify opportunities for accountgrowth within your managed accounts.
Role: Head of Customer Success Location: Germany (Remote) Organization: Fyrfeed As a Head of Customer Success, you oversee creating a successful client journey from onboarding through churn and maintaining it over time. Conduct quarterly or monthly ROI meetings with clients. Hold training and onboarding sessions for customers.
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. The AM role for me, I rely on the account manager to have an eye on the future.
Proactively communicate through a regular cadence of department meetings, 1:1 meetings, and cross-functional project meetings. Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and accountgrowth. Conduct group refresher workshops and webinars.
Role: Director of Customer Success Location: Lancaster, PA, US Organization: Benefix As a Director of Customer Success, you will build and manage all facets of the new customer onboarding and implementation schedule. Identifying upselling opportunities and being responsible for accountgrowth.
Role: Director of Customer Success Location: Remote, New York, NY, US Organization: Urbint As a Director of Customer Success, you will own the ultimate success of Urbint’s customer base; this includes seamless customer onboarding, project success, retention, and renewal. Identify, recruit, and onboard high potential partners.
Role: Director, Customer Success Location: Colorado Springs, Colorado, US Organization: Pushpay As a Director of Customer Success, you will own the overall success of Customer Success Manager and Account Manager metrics, systems, and processes, while identifying and implementing key enhancements to systems and processes for improvement.
Drive Customer Success, retention, foster accountgrowth and promote advocacy within your customer base. Have regular meetings with the customers to evaluate customer satisfaction and identify how Yext can serve them better in achieving their goals.
As a Director of Customer Success, you will determine the strategic and tactical customer service direction of the Customer Success team to ensure the achievement of corporate goals related to account retention, revenue growth through customer renewals and customer satisfaction.
Identify and articulate customer business objectives in order to meet and exceed them. Build on leads generated by sales and business development to determine the timing for account rollout plans, business requirements, and operational specifications. In reseller / Partner network.
Driving successful project implementation support, onboarding, and utilization of products. Develop and manage relationships with prospects and existing customers through a combination of daily, out-bound calling and as needed in-person or virtual meetings. Identify opportunities for accountgrowth within your managed accounts.
A renowned influencer, Customer Success thought leader, and strategist, Donna Weber has literally written the book on customer onboarding: Onboarding Matters. Donna is known for helping high-growth companies acquire and retain loyal, happy, and satisfied customers. to career growth through individual coaching and mentoring.
A quick reminder that my next Account Accelerator Programme is starting on September 23rd 2021. This programme is all about building confidence for account managers. It’s designed to take you from unpredictable project revenue to more predictable accountgrowth. That’s a real challenge. Jenny 22:27.
Develops and drives strategic plans to meet performance expectations and identifies expansion opportunities to drive growth within key accounts. Manage large enterprise accounts including accountgrowth and driving product utilization. Build strong relationships with key enterprise stakeholders.
You will be responsible for effective onboarding of customers, build high customer satisfaction. Work closely with your accounts actively to drive adoption, as well as act as the voice of your customers internally at Box.
Apply here: [link] Role: Director of Customer Success Location: Bengaluru, Karnataka, India Organization: Hubbler As a Director of Customer Success, you will be responsible for customer onboarding and delivering solutions to the problem statements identified during the sales and presales cycle.
Also, in an enterprise with multiple stakeholders, the post-sales B2B customer journey commences with the onboarding stage. Next, you want to expand your accounts and retain the existing accounts. Let us look at the various steps to design and track a customer account journey for B2B enterprises. Onboarding.
It provides your team with the guidance and ‘how-to’ on nurturing the relationships and managing the multiple moving parts in an account. Designing an Effective Playbook for Large-Scale Clients Developing an effective playbook for managing large-scale clients helps in driving consistent accountgrowth and sentiment.
We organize all of the trending information in your field so you don't have to. Join 105,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content