Client Development Communication Onboarding 
Red Star Kim
NOVEMBER 13, 2023
Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. However, I do use a number of assessment tools in my coaching and development work. kimtasso.com).
SmartKarrot
MAY 9, 2022
Role: Director of Customer Success Location: Chicago, IL, US (On-site) Organization: William Blair As a Director of Customer Success, you will establish a new world-class customer success team of high-performing CSMs with deep industry expertise that can deliver client value. Monitor client KPIs and targets to ensure success.
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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.
SmartKarrot
DECEMBER 14, 2021
Role: Vice President, Customer Success Location: Remote, McLean, VA, US Organization: Logi Analytics, an insightsoftware company As a Vice President of Customer Success, you will own a Customer Experience strategy, to include presales, onboarding, services, support, and technical account management.
SmartKarrot
JANUARY 10, 2022
Communicating the product roadmap to customers and ensuring it meets the customer’s needs. Ensure a successful and robust onboarding experience for all new customers. Develop and expand customer accounts by driving product usage and increasing the user base in customer accounts. Apply here: [link].
SmartKarrot
JULY 26, 2022
Role: Customer Success Director Location: Remote, United States Organization: Technisys As a Customer Success Director, you will organize work and deliver services to clients that position Technisys as a global leader in client experience and service delivery. Build strong executive and vertical relationships with Technisys clients.
SmartKarrot
SEPTEMBER 14, 2021
Apply here: [link] Role: Customer Success Manager Location: Remote, United States Organization: Blocknative As a Customer Success Manager, you will onboard new customers and work cross-functionally with sales and professional services to ensure value expectations are aligned and achieved from the beginning.
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