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 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
JANUARY 10, 2022
Developing a trusted advisor relationship with key stakeholders and executive sponsors. 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. Execute consulting projects with customers.
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.
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.
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