Remove Account Planning Remove Client Onboarding Remove Communication
article thumbnail

Single Customer View: What it is and why you need it

Insightly

In one of DoubleCheck’s recent new win/loss program client onboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . 6 Single Customer View Benefits. No more data duplication.

CRM 98
article thumbnail

Key Account Manager vs Sales Manager: Navigating the World of Digital Key Account Management

DemandFarm

By working together, they can develop strategies and plans to cater to the needs of both new and existing clients, ensuring a seamless customer experience throughout the sales cycle. After the sales team secures a new high-value client, the Sales Manager can involve the Key Account Manager to ensure a smooth handover.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Oct 19 – Customer Success Jobs

SmartKarrot

Apply here: [link] Role: Head of Customer Success Location: San Francisco, CA, US Organization: Creator Deck As a Head of Customer Success, you will coach, recruit, train, and mentor an exceptional team of customer success professionals, while playing a hands on role with many of the largest strategic accounts.

article thumbnail

Sep 30 – Customer Success Jobs

SmartKarrot

Work with the Talent Directors to identify client opportunities and support commercial conversations. Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential. Manage a team of Customer Success Managers, enabling them to grow and achieve their targets.

article thumbnail

May 19 – Customer Success Jobs

SmartKarrot

Lead pitches to cross-sell and upsell new channels and features that meet client needs to achieve client KPIs. Oversee client onboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects.

article thumbnail

Jul 22 – Customer Success Jobs

SmartKarrot

Manage and foster relationships with publisher account teams. Own the team retainment & growth including executive reporting and account planning. Client onboarding and take-up of the Onfido service working alongside Client and Onfido representatives.