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. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.
Account Management Skills
FEBRUARY 22, 2024
Paint a picture of the client’s future business and provide an ROI on the relationship – so they can have client improvement conversations ( according to Gartner ) Be knowledgeable, professional and efficient when it comes to delivering the agency’s service but also proactive with suggesting new, business-relevant ideas and insight (..)
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.
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
JANUARY 10, 2022
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. Client onboarding and take-up of the Onfido service working alongside Client and Onfido representatives. 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
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.
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