Red Star Kim

SEPTEMBER 29, 2023

The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. And also to support cross-selling and enhance the client experience. How do you stand out from your peers?

Marketing 130

Marketing Stakeholders Communication Digitalization 130

Red Star Kim

JULY 11, 2022

Communication and education are required to manage expectations and promote enthusiasm and momentum. There are lots of articles on internal communications, buy-in and stakeholder engagement. For example: Internal communication – Why, how and what (kimtasso.com). 40% Selling (winning new clients). Prioritise action.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Account Management Skills

SEPTEMBER 13, 2023

Absence of senior management or team support The account manager’s job is to ‘spot’ the growth opportunity e.g. they identify a client need during a conversation and suggest a solution. Why is this stopping AMs thinking ahead?

Account Management 52

Account Management Management Account Growth Client Development 52

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

MAY 9, 2022

As a Customer Success Manager, you will understand customer outcomes by communicating with customers, analyze customer health metrics, run NPS and gather other feedback via Intercom, email, SMS, Zoom, and other methods. Monitor client KPIs and targets to ensure success.

Customer Success 3

Customer Success Onboarding Value Proposition Facilitation 3

SmartKarrot

JANUARY 10, 2022

Communicating the product roadmap to customers and ensuring it meets the customer’s needs. Develop and expand customer accounts by driving product usage and increasing the user base in customer accounts. Support Customer Success Events & Round Tables in collaboration with Sales, Product, and Consulting teams.

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

SmartKarrot

FEBRUARY 3, 2022

Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom Organization: Cover-More Group As a Customer Success Manager, you will ensure the successful implementation of the Travel Assist App and Risk Management Portal into clients. Effectively support account managers to retain existing clients.

Customer Success 19

Customer Success Onboarding Stakeholders Account Management 19