Account Manager Tips

JULY 9, 2020

Your first 90 days in a new job as an account manager are the most challenging.and with the most at stake. A detailed list of all the activities you need to do to get settled into your new account management role, grouped into 30 day periods. Are you moving to account management from a different profession?

Account Management 130

Account Management Management Key Account Management Stakeholders 130

The Chapman Group

AUGUST 23, 2020

It is understood that within many organizations there are existing account managers who have either been trained or who are extremely gifted and intuitive in the art and science of strategic account management. Some organizations have also chosen the terms GAM (Global Account Manager), and CAM (Corporate Account Manager).

Account Management 78

Account Management Management Value Proposition Account Planning 78

MTD Sales Training

NOVEMBER 15, 2017

When we work with Key Account Managers (KAMs) we are often impressed by their knowledge, skillsets and attitudes that drive them to success. See if you can learn from them and create the success they enjoy: They recognise that Key Account Management is a business mindset, not a sales initiative. Managing Director.

Key Account Management 75

Key Account Management Account Management Management Finance 75

Hubspot Sales

JUNE 6, 2019

National Account Manager. If you’re ready for a new challenge, you might make the eventual jump to national account manager. In this role, you’d serve as the liaison for client relationships, communicating sales and marketing messages and assisting in the management of the account. Sales Operations Manager.

Supply Chain 141

Supply Chain Finance Sales Account Management 141

Arpedio

OCTOBER 12, 2021

Arpedio is looking for a Senior Finance Manager. Arpedio is looking for a Senior Finance Manager. Are you a strong finance profile who is passionate about using financial insights to prepare the business for continued growth and further international roll-out? Then you might be the one we are looking for!

Finance 52

Finance Management Account Management B2B 52

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. This is where account management software solutions come into play as a transformative tool.

Account Management 52

Account Management Software Software Management 52

Red Star Kim

SEPTEMBER 26, 2023

increasingly M&BD professionals play a part on the front line of client contact for example, as account managers) Client concentration? In this case, account managers liaise with the fee-earners. The growth of MarTech in professional services – an overview (kimtasso.com) Account management or project support?

Marketing 130

Marketing Key Account Management Account Management Artificial Intelligence 130

KAM With Passion

JUNE 20, 2021

This article focuses on individual competencies, especially those of the Key Account Managers. It provides you with a precise description of the skills and competencies required from a true Key Account Manager (not a plain entreprise customers sales rep). Defining Skills & Competencies.

Key Account Management 130

Key Account Management Account Management Co-Creation Account Planning 130

Hubspot Sales

JUNE 8, 2021

Keep in mind that the majority of people in this position have several years of experience since they often have to work independently and excel at time management. Account Manager. This is where account managers come in. Account managers are evaluated on customer retention and satisfaction metrics.

Finance 134

Finance Sales Account Management Leadership 134

Account Management Skills

DECEMBER 7, 2023

Agency owners often tell me their account managers aren’t leading client meetings confidently. If not, it could be hurting your agency … How to get your account managers to ask better questions (and how it can increase client lifetime value) How to get account managers adding value to your agency from Day 1 (and reduce churn)

Account Management 52

Account Management Meetings Management Suppliers 52

Red Star Kim

SEPTEMBER 8, 2023

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles.

Procurement 113

Procurement Value Proposition Finance Artificial Intelligence 113

Red Star Kim

AUGUST 24, 2023

And there’s a pragmatic guidance on pitching, pricing (six things clients consider, a table of alternative fee structures ) and a simple project management methodology. There’s even an overview of the strategic benefits of different types of clients (linked to Key Account Management strategy).

Finance 130

Finance Government Profitability Banking 130

Flevy

OCTOBER 24, 2024

A robust value chain not only ensures operational efficiency but also drives customer loyalty and enhances risk management. From mobile apps to online portals, customers now expect seamless digital experiences that allow them to manage their finances anytime, anywhere.

Banking 52

Banking Retail Acquisition Value Proposition 52

SBI Growth

MARCH 18, 2013

Here is what we found: Structure: The Company just restructured their account management sales force. Reps and Managers were frustrated with the reasons for the change. Account Assignments: Current customers were reassigned due to the new structure and territories. But are these the real reasons they left?

Finance 129

Finance Sales Account Management Management 129

Mercuri International

AUGUST 18, 2020

The Survey looked at a broad range of industries, from Finance to Pharma, Construction to Consumer Goods, speaking to executives from C-level, sales, HR, and training. Executives across all industries are united in their belief in VBS and the need to win new customers, while CEOs value key account management.

Key Account Management 98

Key Account Management Construction Finance Account Management 98

Mercuri International

JUNE 10, 2020

Mercuri’s survey looked at a broad range of industries, from finance to pharma, construction to consumer goods, speaking to executives from C-level, sales, HR, and training. Sales management and territory management also figured highly in the training priorities of pharma, banking, and finance, but was relatively underrepresented elsewhere.

Remote Working 98

Remote Working Key Account Management Finance Banking 98

Hubspot Sales

AUGUST 17, 2020

Cross-functional communication skills — Account development managers work closely with colleagues in sales, finance, and customer support organizations. They must be able to manage cross-functional partnerships and be able to communicate effectively with individuals from other organizations.

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Account Development Management Advertising Profitability 127

DemandFarm

MARCH 31, 2025

You can see key players in HubSpot, that can strategize: e.g., identify a VP who needs nurturing or spot a missing contact in finance who could veto my deal. Account Planner) DemandFarm provides strategic insights beyond static org charts. Enterprise teams managing complex B2B sales with multiple stakeholders.

CRM 40

CRM Stakeholders Account Planning Decision-making 40

Red Star Kim

FEBRUARY 8, 2024

For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses. Similarly, a Key Account Management (KAM) or Account Based Marketing (ABM) approach may help. Without targeting there is the risk of “spray and pray” content being sent into the ether.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Account Manager Tips

NOVEMBER 19, 2022

Therefore, the best advice is to build your presentation around an existing problem instead of a future one. Here's some common pain points: Productivity. What's prohibiting them from being more efficient and effective? Do they need to reduce spending? Are there products and services they no longer need or can be found more cheaply?

Value Proposition 246

Value Proposition Decision-making B2B Meetings 246

SBI Growth

SEPTEMBER 15, 2012

Ask them about our Key Account Management practice. Many Fortune 100 executives have benchmarked finance, information technology, human resources and procurement. If you want more, speak with Mike (bio here ), or Aaron (bio here ). Their accuracy is 95% in 2012. They will make sure you never get surprised.

Procurement 117

Procurement Key Account Management Sales Finance 117

Hubspot Sales

AUGUST 3, 2020

In this scenario, small companies with less than 10 team members, who have an individual who is inexperienced in accounting managing finances are the ideal customers I’m looking for. For example, if I sell a SaaS bookkeeping product for startups, I would start crafting what qualities my ICP should have.

Finance 141

Finance Advertising Meetings Account Management 141

Account Management Skills

NOVEMBER 21, 2022

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? I hadn’t really been trained professionally as an account manager. So, the product manager and the account manager seem to gel really well.

Digitalization 104

Digitalization Account Management Marketing Leadership 104

Help Scout

MAY 12, 2021

To discover why customers are leaving, start by talking to the following folks: Your customer success team or account managers, if you have them. Your finance team, who may be involved with larger account billing. Your sales team. Your existing support team. Know the numbers. Record and share customer insights.

Finance 117

Finance Account Management Business Growth Onboarding 117

Red Star Kim

DECEMBER 12, 2023

For complex projects we must collaborate with those in other functional specialisms such as finance, technology, people and innovation. Delegates represented a variety of roles – many were MBD generalists covering a range of activities (planning, marketing communications, client listening, account management, campaigns, pitches etc).

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Red Star Kim

JANUARY 5, 2023

CRM systems used : Hubspot, Clio, LawWare, Integrated with finance system. Our systems and information for referral management are: 20% Average. Do you have a Key Account Management (KAM) programme at your firm? Key Account Management (KAM) programme (kimtasso.com). 80% 20%-50%. 20% 50%-80%.

Management 130

Management Media Key Account Management Communication 130

CMOE

MARCH 6, 2023

Knowledge at Wharton covers an array of subjects, such as finance and accounting, marketing, and analytics. These resources cover subjects such as: Economics and finance Entrepreneurship Operations Marketing Strategy 11. Working Knowledge Working Knowledge is managed by the Harvard Business School.

Finance 98

Finance e-Learning Innovation Leadership 98

Whetstone

JUNE 12, 2023

By involving internal stakeholders early and fostering strong communication channels, strategic account managers can unlock numerous benefits, including improved client satisfaction, streamlined processes, greater and faster innovation, and enhanced business outcomes. At least 40% of them were in cross functional disciplines.

Stakeholders 52

Stakeholders Account Management Decision-making Finance 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

Zendesk

AUGUST 24, 2021

B2B customers also interact with their account managers and customer success team—often more frequently than they do with customer support. B2B finance companies operate in a highly regulated industry with strict rules about how their products and services are used and marketed.

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B2B B2C Finance Communication 98

Revenue Storm

FEBRUARY 15, 2022

Here is an example for a strategic account manager: Sales Plan: $2,000,000. Here is a sample activity plan for a strategic account manager: Five Clients. That provides 45 potential sales targets across five accounts. Average Deal Size: $250,000. Average Sales Cycle: 6 months. Average Win Rate: 40%.

Value Proposition 78

Value Proposition Sales Global Accounts Account Management 78

Showpad

FEBRUARY 9, 2020

In fact, sales-related processes may benefit from the clear delegation of duties across the team more than any other aspect of services (as opposed to something like account management, which can be somewhat more fluid). . The sales cycle is not an exception to this rule, and by extension, neither is sales enablement. .

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Sales Onboarding Account Management Media 99

QYMATIX

MAY 25, 2021

Of course, not every B2B organisation employs a sales controller, but yes, most of them should have sales controlling activities covered, in some cases by the general management, finance management or the sales manager herself. Sales Controlling in B2B: From data to wisdom. We often read that “data is the new gold.”

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Artificial Intelligence B2B e-Learning Sales 98

Revegy

FEBRUARY 4, 2020

In a recent webinar conducted with Revegy, a leading technology platform for customer revenue optimization, and FinListics, the solution for financial analytics that power insight-led sales, top-performing sales leaders indicated that being a trusted advisor is more elusive than most sales and account managers think.

Finance 64

Finance Investors Financial Services Account Management 64

Hubspot Sales

JULY 1, 2019

A successful account-based approach requires cross-department coordination. Every team -- Sales, Sales Development, Marketing, Customer Success, Finance, Product, Engineering, and the C-suite -- must be aligned. Albro proposes we use “Account-Based Everything,” or ABE. Marketers have insight into prospects’ pain points.

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Stakeholders Sales Finance Decision-making 100

Account Management Skills

FEBRUARY 6, 2023

If you have an account manager in your team, or perhaps you are an account manager and you’re looking to upskill, my next agency Account Accelerator (TM) training programme starts on March 28th 2023. You got to expect it’s bigger than finance or everything. You can read more here.

Acquisition 52

Acquisition Finance e-Learning Advertising 52

ClearPoint Strategy

AUGUST 24, 2021

The audience for this dashboard would be the finance team and executive board. See how individual departments, ranging from sales to account management, are performing with customer-related metrics using a department performance dashboard. Customer Dashboard. This dashboard has a narrower focus than the previous examples.

Healthcare 98

Healthcare Government Finance Construction 98