Client Development Onboarding Stakeholders 
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.
SmartKarrot
FEBRUARY 3, 2022
First touchpoint for corporate clients and acting as an interface to internal stakeholders. Development and maintenance of all onboarding material for new clients to WTP assistance services. Monitor client KPIs and targets to ensure success.
SmartKarrot
MAY 31, 2023
Ensure Questis adoption, training, and onboarding for new clients to ensure their long-term success. Analyse client usage data to spot patterns, dangers, and business opportunities. Operate as the clients’ primary point of contact on a daily basis.
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
DECEMBER 20, 2022
Role: Head of Customer Success Location: Remote, United States Organization: Givelify As a Head of Customer Success, you will collaborate cross-functionally with Marketing, Revenue Operations, and Data Science/Analytics teams to own, develop, and execute strategies to increase customer retention and lifetime value at scale.
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. Below, we explore several components to consider when designing an effective playbook for large-scale clients.
SmartKarrot
APRIL 20, 2021
Apply here: [link] Role: Director of Customer Success Location: Boise, ID, US Organization: QDM Inc As a Director of Customer Success, you will manage a growing team of client success specialists and work with them to optimize performance and processes for the clients they directly manage.
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