Arpedio

JANUARY 3, 2024

Who is an Account Manager? Once the client is onboarded, the Account Manager plays a crucial role in maintaining and nurturing that relationship. Evidently, while both account executives and account managers share the common goal of maximizing client value, their role-specific tasks require distinct skill sets and strategies.

Account Management 52

Account Management Management Acquisition Account Growth 52

KAMCast

OCTOBER 27, 2021

Thus providing higher levels of value to your key account customers and ultimately creating more opportunities for account growth? Thus providing higher levels of value to your key account customers and ultimately creating more opportunities for account growth?

Account Management 40

Account Management Key Account Management Onboarding Account Growth 40

Account Management Skills

FEBRUARY 22, 2024

Paint a picture of the client’s future business and provide an ROI on the relationship – so they can have client improvement conversations ( according to Gartner ) Be knowledgeable, professional and efficient when it comes to delivering the agency’s service but also proactive with suggesting new, business-relevant ideas and insight (..)

Account Management 52

Account Management Management Client Development Account Growth 52

ProlifIQ

APRIL 3, 2023

Strategic account planning (top 5-10% of your accounts) will have clear visuals and reporting on where the best opportunities are for account growth. Retention Finally, retention strategy is an important account planning tool that helps sales teams keep their existing customers engaged and satisfied.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

Zendesk

OCTOBER 20, 2023

Here are some examples of what success could look like at different stages of the customer journey: Conversion: Customers move seamlessly from sales to customer success after a sale is made to begin the onboarding process Retention: The customer renews their contract. Here are a few sample customer success plans for inspiration.

Customer Success 52

Customer Success Onboarding Software Software 52

Arpedio

JANUARY 5, 2024

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 account growth through cross-selling or upselling.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

SmartKarrot

OCTOBER 3, 2023

Playbooks can be created for any business scenarios, but for the sake of brevity, we will take the example of three critical ones: customer onboarding, issue resolution and, account growth. Customer Onboarding The customer onboarding process sets the tone for the entire customer journey.

Customer Success 19

Customer Success Management Account Growth Onboarding 19

SmartKarrot

MARCH 7, 2022

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. Account growth: identify areas for growth within existing accounts.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

JANUARY 18, 2023

Foster account growth/expansion via new products and markets. Tactical and strategic support for priority accounts and maintain relationships with key agencies and brands. Collaborate with the Training and Education team to build out the content for product onboarding and education. Apply here: [link].

Customer Success 19

Customer Success Account Growth Onboarding Customer Experience 19

SmartKarrot

JANUARY 13, 2022

Role: VP, Customer Success | B2B SaaS Location: Remote, United States Organization: Displayr As a VP of Customer Success, you will maximize Displayr’s customer satisfaction by leading the post-sale relationship: onboarding, training, and adoption. Be outcome-oriented and metric-driven in your approach to making customers successful.

Customer Success 19

Customer Success Onboarding Value Proposition Account Growth 19

SmartKarrot

FEBRUARY 1, 2022

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] .

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

SmartKarrot

FEBRUARY 10, 2022

Apply here: [link] Role: VP, Customer Success | B2B SaaS Location: Remote, United States Organization: Displayr As a VP of Customer Success, you will maximize Displayr’s customer satisfaction by leading the post-sale relationship: onboarding, training, and adoption.

Customer Success 19

Customer Success Onboarding Account Growth Account Development 19

SmartKarrot

SEPTEMBER 3, 2021

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.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

ProlifIQ

AUGUST 17, 2023

Account planning will lead to new opportunities and eventually account growth. Enterprises focus on product adoption, a strong onboarding process, and improving net revenue retention. In the initial phase of a land and expand deal, the sales team targets potential customers and endeavors to close new business.

Acquisition 52

Acquisition Customer Success Stakeholders Profitability 52

SmartKarrot

OCTOBER 4, 2021

Manage and grow the Customer Success team, ensuring that team members demonstrate the ability to deliver customer experiences that align with the company’s core values by auditing success calls and onboarding calls. Identify opportunities for account growth within your managed accounts.

Customer Success 3

Customer Success Onboarding Stakeholders Account Growth 3

SmartKarrot

MAY 25, 2022

Foster account growth/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.

Customer Success 3

Customer Success Logistics Onboarding Advertising 3

SmartKarrot

APRIL 11, 2023

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. Hold training and onboarding sessions for customers.

Customer Success 19

Customer Success Stakeholders Onboarding Account Growth 19

SmartKarrot

NOVEMBER 17, 2022

Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. Closely collaborate with cross-functional teams (sales, marketing, product) to plan and deliver customer delight & account growth. Measure, track, analyze and report key account metrics.

Customer Success 19

Customer Success Account Growth Customer Experience Account Planning 19

SmartKarrot

OCTOBER 12, 2022

Consult with clients on product features, functionality and onboarding best practices. Hold regular onboarding/training/review sessions with customers to ensure the achievement of customer goals and outcomes. Identify cross organizational opportunities for account growth (expansion and new accounts).

Customer Success 19

Customer Success Financial Services Banking Onboarding 19

SmartKarrot

SEPTEMBER 7, 2022

Execute on a customer business outcomes-driven strategy to ensure successful onboarding, adoption, retention, renewal, and expansion of your customer portfolio. Work alongside the C-level sales leaders within accounts to create data-driven solutions for supercharging sales. Manage and coach the inbound phone team.

Customer Success 19

Customer Success Client Onboarding Stakeholders Onboarding 19

SmartKarrot

APRIL 1, 2022

Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth. 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.

Customer Success 19

Customer Success Value Proposition Onboarding Stakeholders 19

SmartKarrot

DECEMBER 17, 2021

Oversee the creation and direction of training materials that can be used to supplement customer onboarding and ongoing customer support. Identify opportunities for account growth within your managed accounts. Identify and implement steps to retain and delight customers, to ensure contract renewal and expansion.

Customer Success 19

Customer Success Onboarding Account Growth Account Planning 19

SmartKarrot

JULY 4, 2022

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. opportunities and risks). Focus purely on customer success!

Customer Success 19

Customer Success Stakeholders Onboarding Manufacturing 19

SmartKarrot

OCTOBER 1, 2021

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, account growth, forecasting, and revenue retention.

Customer Success 19

Customer Success Account Management Onboarding Account Growth 19

SmartKarrot

APRIL 19, 2023

Apply here: [link] Role: Manager, Global Customer Success Location: Canada (Remote) Organization: Octopus Deploy As a Manager, Global Customer Success you’ll assuming accountability for your team’s members, their performance, and the outcomes they produce. Oversee the planning, forecasting, and execution of a renewal process.

Customer Success 19

Customer Success Account Growth Facilitation Onboarding 19

SmartKarrot

MARCH 24, 2022

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.

Customer Success 19

Customer Success Government Account Growth Facilitation 19

SmartKarrot

NOVEMBER 17, 2021

Own the overall success of customer onboarding and ongoing customer management. Apply here: [link] Role: Director of Customer Success Location: Remote, United States Organization: Dover As a Director of Customer Success, you will define and drive Customer Success strategy across all phases of the customer journey.

Customer Success 19

Customer Success Account Growth Onboarding Stakeholders 19

SmartKarrot

JUNE 17, 2022

Apply here: [link] Role: Customer Success Director Location: Remote, New York, NY, US Organization: Urbint As a Customer Success Director, you will own the ultimate success for a portfolio of Urbint’s enterprise customer base; this includes seamless customer onboarding, project success, retention, and renewal. opportunities and risks).

Customer Success 19

Customer Success Account Growth Onboarding Stakeholders 19

SmartKarrot

JULY 18, 2022

Apply here: [link] Role: Customer Success Manager Location: Boston, MA, US (On-site) Organization: LeanIX As a Customer Success Manager, you will be responsible for the retention of customer accounts by ensuring continuous communication and relentless support and guidance. Execute consulting projects with customers.

Customer Success 3

Customer Success Stakeholders Account Growth Onboarding 3

SmartKarrot

OCTOBER 26, 2021

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.

Customer Success 19

Customer Success Account Management Account Growth Facilitation 19

SmartKarrot

JANUARY 6, 2022

Facilitate onboarding, fulfillment, training, and ongoing account review and modification across several business divisions. Develop and implement tailored success plans that provide continued value to the customer, ensure renewals and drive long-term account growth. Meet quarterly goals to support corporate initiatives.

Customer Success 3

Customer Success Finance Account Growth Facilitation 3

SmartKarrot

APRIL 5, 2022

Partner cross-functionally with support, professional services, and sales and marketing departments to create customer success that drives positive customer satisfaction and account growth. Work closely with sales to ensure a smooth onboarding process. Be the brand ambassador and drive advocacy of the RC platform.

Customer Success 19

Customer Success Account Growth Customer Experience Onboarding 19

SmartKarrot

NOVEMBER 24, 2021

Guide the development, execution, and maintenance of tailored Account Growth Plan and Playbook. Provide oversight to complex initiatives, such as new product configuration/onboarding, upgrades, etc. Ensure team is densifying white space opportunities to optimize client’s business performance while growing our revenue.

Customer Success 19

Customer Success Account Management Leadership Account Growth 19

SmartKarrot

FEBRUARY 4, 2022

Collaborating with Enterprise Sales Executives to form and maintain account growth plans. Identifying additional areas within the organization that can benefit from similar client engagements and use cases. Proactively listening for additional use cases or divisional needs outside of our current engagements.

Customer Success 19

Customer Success Stakeholders Account Growth Onboarding 19

SmartKarrot

JANUARY 27, 2022

Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom (On-site) Organization: Oktopost As a Customer Success Manager, you will be responsible for all post-sale activities, including initial onboarding, social strategy, expansion, and retention.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

SmartKarrot

APRIL 7, 2023

Make contact with new customers to offer a satisfying onboarding experience and determine their potential accounts. Do buyer research to find important account growth prospects. Create and implement account strategies to increase sales and satisfy customers.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

Make contact with new customers to offer a satisfying onboarding experience and determine their potential accounts. Do buyer research to find important account growth prospects. Create and implement account strategies to increase sales and satisfy customers.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19