Hubspot Sales

APRIL 4, 2023

Identify one or two relevant examples demonstrating your ability to meet the expectations outlined in the job description. These may include specific projects you worked on, accomplishments you achieved, or skills you developed. For instance, "One example that comes to mind is when I was working with a client who wanted to [X].

Supply Chain 119

Supply Chain Leadership Construction Artificial Intelligence 119

Red Star Kim

AUGUST 1, 2023

Encourage fee-earners to engage in the M&BD planning process During the session – where we explored M&BD theory and frameworks and walked through the process of developing a M&BD plan – we identified several ways to engage fee-earners in the M&BD planning process. At their regular team meetings.

Decision-making 130

Decision-making Marketing Business Planning Management 130

Account Management Skills

FEBRUARY 22, 2024

I sometimes feel they are more concerned with their gmail and booking meetings than with my challenge” – client lead ( “The Future of Account Management” report, IPA 2020 ) The feedback from clients and industry experts is relentless and often scathing about the account manager’s performance.

Account Management 52

Account Management Management Client Development Account Growth 52

Account Management Skills

JANUARY 21, 2022

So, know your customer, help them get to their goals” For agency account managers a client development plan template can help guide you through the types of questions you should be asking about your client’s business to help you identify their challenges and provide appropriate solutions. Adaptability.

Account Management 98

Account Management Management Communication Negotiation 98

Revegy

AUGUST 12, 2020

Developing customer insights isn’t a one-time, static exercise. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Stay engaged with your key stakeholders, remind them that you’re by their side for the long-haul and that you will adapt to meet their changing needs.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

Red Star Kim

JULY 11, 2022

PPS I’m putting together a separate blog on the question – which keeps arising – of future trends in professional services marketing and business development. Review case studies of PSF marketing and business development. Meet with BDs to talk through their strategies. Target existing clients in different jurisdictions.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Account Management Skills

SEPTEMBER 13, 2023

For example, to have time to: Think about their client’s business commercially e.g. download the client’s annual report or download their quarterly investor relations meeting transcript to hear the CEO talk about company performance and pipeline. Account managers generally want to be more informed.

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

ProlifIQ

JUNE 21, 2023

These plans provide a detailed overview of the account’s goals, strategies, and specific actions to be taken to meet the objectives. It helps account managers identify the specific needs and goals of their clients, develop tailored strategies to meet those needs, and align the organization’s resources to drive customer success.

Account Management 52

Account Management Management Account Planning Stakeholders 52

Agile CRM

DECEMBER 14, 2022

This not only reduces costs, but also allows businesses to access a range of advanced features, such as virtual meetings, call forwarding, and voicemail. This interface supports the client development of custom applications. GoToConnect has more than 100 capabilities for web, audio, and video conferencing as well as cloud VoIP.

CRM 52

CRM Software Software Communication 52

Arpedio

JUNE 2, 2023

It’s like having a superpower that allows you to anticipate your clients’ needs, understand their pain points, and tailor your approach to meet them exactly where they are. Without this strategic framework, it’s tough to develop an effective playbook of tactics and foster long-term business relationships.

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52

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.

Customer Success 3

Customer Success Energy and Utilities Onboarding Stakeholders 3

SmartKarrot

MARCH 10, 2022

Apply here: [link] Role: Associate Director – Customer Success Location: London, England, United Kingdom (Hybrid) Organization: Plentific As an Associate Director of Customer Success, you will be leading client meetings and understanding their businesses, offering creative solutions to complex client challenges.

Customer Success 19

Customer Success Customer Experience Account Growth Client Development 19

SmartKarrot

JULY 19, 2022

Work with individual team members to set weekly goals and meeting plans. Conduct weekly 1:1’s and team meetings to ensure follow through on previously set goals. Coach Account Managers on best communication practices relating to each client. Set individual sales targets/KPI’s with the Account Management team.

Customer Success 3

Customer Success Account Management Onboarding Acquisition 3

SmartKarrot

DECEMBER 20, 2022

Build and scale frameworks for customer success and program management across the customer success team, and with enterprise QSR clients. Develop working relationships with executive leaders across the global QSR clients (will involve global travel when appropriate). Own overall relationship with assigned clients.

Customer Success 19

Customer Success Suppliers Procurement Client Development 19

SmartKarrot

DECEMBER 14, 2021

Hire, develop and mentor team members, building a customer-centric culture that owns and solves complex technical challenges for Logi’s most innovative and active customers. Ensure timely and high-quality deployments of Logi technology to meet customer requirements, accelerate time to first value and drive measurable business impacts.

Customer Success 19

Customer Success Onboarding Account Management Client Development 19

SmartKarrot

FEBRUARY 16, 2023

Role: Customer Success Executive Location: Austin, TX, United States (Hybrid) Organization: Axon As a Customer Success Executive you’ll be a consultant and a spokesperson for your clients, holding frequent phone calls and in-person meetings to direct strategy and execution for reaching each client’s particular goals.

Customer Success 19

Customer Success Client Development Account Planning Stakeholders 19

SmartKarrot

JANUARY 10, 2022

Communicating the product roadmap to customers and ensuring it meets the customer’s needs. Design, setup, and run an operating rhythm with Targeting clients to drive usage and adoption. Enable and track sales teams supporting other data management clients. Apply here: [link].

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

SmartKarrot

MAY 9, 2022

Represent Customer Success at leadership and executive meetings to deliver organization value proposition to drive new business and positive outcomes. Build strong customer relationships to understand the market needs and drive the voice of the customer internally to influence investment and product strategy.

Customer Success 3

Customer Success Onboarding Value Proposition Facilitation 3

SmartKarrot

APRIL 22, 2022

Attend industry association meetings and trade shows, as necessary. Interface with various departments within the organization related to client development and retention. Foster positive and productive relationships with clientele and communicates information to management that is vital to successful relationships.

Customer Success 19

Customer Success Insurance Profitability Client Development 19

SmartKarrot

JULY 2, 2021

As a Director of Customer Success, you will develop and lead a functional strategic plan to support top-level objectives. Proactively communicate through a regular cadence of department meetings, 1:1 meetings, and cross-functional project meetings. Drive sales strategies for upsell to clients.

Customer Success 10

Customer Success Onboarding Account Growth Client Development 10

SmartKarrot

OCTOBER 13, 2020

You will interface closely with sales, product, and engineering teams to share client feedback, resolve escalations, deliver outstanding client experiences, and have a direct impact on the product roadmap. Drive engagement and establish strong relationships with clients.

Customer Success 10

Customer Success Client Development Onboarding Organization 10

SmartKarrot

JUNE 21, 2021

Use your data skills to analyze the success of your clients’ campaigns and provide insights on how the users interact with their offers. Create reports based on campaign data and analytics to prepare presentations for sales and help acquire new clients. Organize and chair monthly/quarterly service review meetings.

Customer Success 10

Customer Success eCommerce Value Proposition Advertising 10

SmartKarrot

MARCH 8, 2022

Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. They then help the clients develop a customer-centric business strategy that increases customer loyalty and retention. Annette Franz. Annette Franz is the Founder and CEO of CX Journey Inc.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

SmartKarrot

DECEMBER 22, 2020

As a Senior Customer Success Manager, you will be responsible for building and maintaining profitable relationships with large direct and agency Tourism clients. Develop and manage relationships with prospects and existing customers through a combination of daily, out-bound calling and as needed in-person or virtual meetings.

Customer Success 10

Customer Success Onboarding Stakeholders Profitability 10

SmartKarrot

OCTOBER 5, 2023

Designing an Effective Playbook for Large-Scale Clients Developing an effective playbook for managing large-scale clients helps in driving consistent account growth and sentiment. Orchestrated connects with different customer stakeholders in a structured way goes a long way in meeting the desired growth objectives.

Account Management 10

Account Management Management Value Proposition Stakeholders 10

Account Management Skills

JANUARY 9, 2023

And I think you’d really work in the Client Services Department, do you fancy giving it a go? ln the same meeting in the interview room. Why is this a good balance with you doing the sales and the client development? And clients started going, yes, we can have project meetings on this, this is fine.

Account Management 52

Account Management Insurance Digitalization Decision-making 52