SmartKarrot

JULY 1, 2020

Getting started with a client in the right way is most important in building a long lasting relationship with clients. That’s why a client onboarding checklist is mandatory for you to cover every aspect of onboarding with your clients. So, let’s get started with the client onboarding checklist.

Client Onboarding 10

Client Onboarding Onboarding Customer Success Meetings 10

Account Management Skills

NOVEMBER 7, 2022

I get to speak to a lot of account managers who work in creative agencies. And I get a lot of questions about how they can progress their career, how they can be better at the account management role, and some of the key things that are most important when it comes to being more efficient and more effective in the role.

Account Management 52

Account Management Management Suppliers Meetings 52

Red Star Kim

MARCH 16, 2023

One way is to embed the right cross-selling and referrer management attitudes and behaviours into other programmes – for example, into campaigns, content management, networking and Key Account Management (KAM). Another cultural shift. Internal communication – Why, how and what (kimtasso.com).

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

SmartKarrot

SEPTEMBER 25, 2020

Therefore, to save your company’s environment from the pernicious seeds of churn, you will have to sprinkle in some of the customer onboarding best practices. Now, what is the customer onboarding meaning or customer onboarding plan? Not only till the onboarding process, but data will also be your go-to beyond it.

Onboarding 8

Onboarding Artificial Intelligence Brainstorming Client Onboarding 8

SmartKarrot

DECEMBER 1, 2022

Drive aggressive product adoption and account expansion by attaining a deep understanding of client needs and opportunities for upsells. Strengthen and expand relationships with executive decision-makers and key stakeholders at many of the largest strategic accounts. Ensure effective engagement with established partners.

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 19

SmartKarrot

OCTOBER 18, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards.

Customer Success 19

Customer Success Facilitation Client Onboarding 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. Partner with Sales, Account Management, and Implementation teams to ensure effective success plans are in place for existing and incoming customers.

Customer Success 19

Customer Success Client Onboarding Stakeholders Onboarding 19

SBI

JULY 12, 2018

Starting with a kickoff meeting, we work closely with our customers to create a clear implementation plan, identifying the training and support that will ensure a smooth client onboarding experience. Post kickoff, the implementation team assists our customers’ Operations team in implementing InsideView’s solutions.

Marketing 41

Marketing Sales Client Onboarding Decision-making 41

SmartKarrot

JULY 22, 2021

Collaborate closely with sales, operations & data teams to ensure clean onboarding of all new self-serve customers. Manage and foster relationships with publisher account teams. Client onboarding and take-up of the Onfido service working alongside Client and Onfido representatives.

Customer Success 10

Customer Success Onboarding Client Onboarding Publishing 10

SmartKarrot

OCTOBER 6, 2023

Defining the process Decisiveness from client partners can help win the trust and confidence of the client. As such, it is crucial to cover different SOPs that can be used for client feedback collection, cross-selling, client onboarding , and complaint management.

Communication 10

Communication Insurance Onboarding Client Onboarding 10

SmartKarrot

MARCH 14, 2022

Hold your team accountable for performance metrics related to resolving customer service issues, completing new client onboarding, consistently conducting client product training, identifying and closing renewal and revenue growth opportunities. Plan onboarding sessions and project rollouts.

Customer Success 3

Customer Success Client Onboarding Onboarding Government 3

SmartKarrot

JANUARY 16, 2023

Role: Director – Customer Success Location: Morrisville, NC, United States Organization: Lenovo As a Director – Customer Success, you will manage and grow a global Customer Success organization. Responsible for the onboarding process for new accounts to ensure successful implementations.

Customer Success 19

Customer Success Client Onboarding Onboarding Stakeholders 19

SmartKarrot

JANUARY 10, 2023

Role: Head of Customer Success Location: Remote, Boulder, CO, United States Organization: Perennial As a Head of Customer Success, you will develop, implement, and manage an integrated customer success and account management program that aligns with commercial and operations targets.

Customer Success 19

Customer Success Supply Chain Co-Creation Client Onboarding 19

SmartKarrot

APRIL 3, 2023

Develop trusting relationships with our clients and cooperate with them to spot areas for growth. Handle client accounts, including new client onboarding, new client training, and ongoing client assistance. Collaborate with the account management team to deliver superior technical support.

Customer Success 19

Customer Success Client Onboarding Retail Onboarding 19

SmartKarrot

APRIL 3, 2023

Develop trusting relationships with our clients and cooperate with them to spot areas for growth. Handle client accounts, including new client onboarding, new client training, and ongoing client assistance. Collaborate with the account management team to deliver superior technical support.

Customer Success 15

Customer Success Client Onboarding Retail Onboarding 15

SmartKarrot

JUNE 14, 2021

Manage enhancement requests and work with the technical team to implement changes. Work closely with Account Management organization and implement changes as needed. Run weekly reports to ensure Customer accounts are distributed appropriately. Run weekly reports to watch utilization trends.

Customer Success 10

Customer Success Finance Investors Client Onboarding 10

SmartKarrot

FEBRUARY 28, 2022

Apply here: [link] Role: Senior Customer Success Manager Location: Remote, United States Organization: Adaptive Business Group As a Senior Customer Success Manager, you will be accelerating the client onboarding phase and product adoption. Identifying and managing risk areas in a proactive manner.

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3