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By strengthening these relationships, account management teams directly impact retention and reduce churn, transforming client satisfaction into a growth strategy. Core Traits of High-Performing Account Managers 1.Relationship Data-Driven Decision-Making Effective KAMs use data to stay one step ahead.
Key accounts often contribute significantly to revenue, making real-time insights into customer health, segmentation, and engagement vital. RevOps empowers KAMs through: ABM Strategies: Integrating tools like Org Chart ensures that targeted campaigns reach the right stakeholders within key accounts.
Tailored specifically for Key Account Managers (KAMs), it addresses inefficiencies in traditional methods of account planning by offering a comprehensive toolkit for strategic account management. This depth of insights ensures your strategy aligns with the unique needs of each account. Heres how DemandFarm works: 1.
What qualifications do I need to be a key account manager? Key account manager attributes Key account managers are responsible for everything to do with the customer lifecycle. From service delivery to accountgrowth, to customer retention, and everything between. All roles ask for industry knowledge.
With DemandFarm, your sales team can access all account-related resourcesstakeholder org charts, relationship maps, or account plans at a single place. Relationship Intelligence Understanding stakeholder dynamics is critical for large accounts. It ensures your team is proactively driving accountgrowth.
Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? Do deals crumble when your champions leave?
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. These communication styles shape divergent reporting structures.
Multi-Threading: Forrester highlights that multi-threading can significantly impact sales success, with an 82% win rate when multiple stakeholders are involved. Facilitating Smoother Expansion: Involving multiple stakeholders in expansion discussions increases the chances of obtaining buy-in and support for new initiatives.
This helps in keeping relevant stakeholders informed without having to ask for data and progress, thus improving the quality of customer interactions. 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, accountgrowth.
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.
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.
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.
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!
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 accountgrowth within your managed accounts.
Consult with clients on product features, functionality and onboarding best practices. Develop strategic relationships with key stakeholders to understand their goals and success roadmap. Hold regular onboarding/training/review sessions with customers to ensure the achievement of customer goals and outcomes.
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.
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] .
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. Be a liaison between external and internal stakeholders.
Collaborating with Enterprise Sales Executives to form and maintain accountgrowth plans. Ensure timely and accurate communication and collaboration to all stakeholders. Develop and maintain trusted advisor relationships with stakeholders and users in your account portfolio of approximately 100 customers.
Collaborate with a broad range of technical, operational, and clinical experts to deploy and expand Fathom’s services within accounts. Provide reporting on account progress and forecasts. Build and nurture relationships with key stakeholders to ensure alignment.
Oversee the creation and direction of training materials that can be used to supplement customer onboarding and ongoing customer support. Identify opportunities for accountgrowth within your managed accounts. Identify and implement steps to retain and delight customers, to ensure contract renewal and expansion.
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.
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. Providing updates to stakeholders for projects.
Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. Develop a trusted advisor relationship with key customer stakeholders and executive sponsors to fully understand the publishers’ business strategies and measurements for success.
Own the overall success of customer onboarding and ongoing customer management. Develop a trusted advisor relationship with customer key stakeholders and executive sponsors to fully understand your customer’s business strategy and measurements for success. Collaborate cross-functionally to rapidly improve the customer experience.
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).
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.
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.
Facilitate onboarding, fulfillment, training, and ongoing account review and modification across several business divisions. Capture and communicate the impact of the team’s work to both internal and external stakeholders. Meet quarterly goals to support corporate initiatives.
Partner cross-functionally with support, professional services, and sales and marketing departments to create customer success that drives positive customer satisfaction and accountgrowth. Work closely with sales to ensure a smooth onboarding process. Be the brand ambassador and drive advocacy of the RC platform.
Set accountgrowth goals and drive results. Developing into a subject matter expert (SME) on products used by Travel Associates with the ability to upskill stakeholders and customers on the platform. Expertise in supporting a wide range of stakeholders for internal and external projects. Apply here: [link].
Role: Vice President of Customer Success Location: Remote, United States Organization: 3DLOOK As a Vice President of Customer Success, you will architect and build the customer success organization to support customers from onboarding and training through to long-term multi-year contracts at scale in support of the revenue ambitions.
Work collaboratively with other stakeholders to get the best outcome for the customer. Ensure regular and proactive value-add contact with your customers, creating a partnership with key stakeholders. Identify opportunities for accountgrowth within your managed accounts.
Identify opportunities to develop new training materials designed to ensure successful customer onboarding, support business-wide adoption, and deepen 1WorldSync adoption. Design and implement a comprehensive onboarding and training program that ensures the Operations Team is effectively and efficiently trained. Apply here: [link].
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. I’m working toward that plan.
Driving successful project implementation support, onboarding, and utilization of products. Delivery regular business reviews to client stakeholders. Perform customer onboarding and training with an expert-level understanding of the products and technical details of media and site pixeling.
Manage large enterprise accounts including accountgrowth 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.
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. Apply here: [link].
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.
Apply here: [link] Role: Customer Success Manager Location: Remote, United Kingdom Organization: InVision Group As a Customer Success Manager, you will build deep relationships with relevant stakeholders and decision-makers at the customers and prospects, always putting the customer value front and centre.
Onboarding, Training, Customer Support, User Advocacy for Global Clients (Users in over 80 countries). Create an onboarding process for new team members. Optimize customer engagement, retention, renewals & accountgrowth across real estate and business (Auto, Finance, Digital, etc). Unlock value at every level.
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.
Apply here: [link] Role: Customer Success Manager – EMEA Location: London, England, United Kingdom Organization: Algolia As a Customer Success Manager, you will drive the onboarding, adoption, retention and overall success of the customers. Own and forecast numbers/run QBR’s / MBR’s with clients and stakeholders.
A close look at the B2B customer account journey in a multi-stakeholder organization. To map the client journey, you must first comprehend the B2B customer account journey. Also, in an enterprise with multiple stakeholders, the post-sales B2B customer journey commences with the onboarding stage. Onboarding.
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