Client Onboarding Communication Customer Success 
Nutshell
MARCH 25, 2024
Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test.
Zendesk
APRIL 1, 2022
The band members face the audience, delivering an experience that creates loyal fans—similar to how your customer success managers (CSMs) work with your customers one-on-one. Customer success operations (CS Ops) is the behind-the-scenes crew that helps customer success managers excel at their jobs.
May Phoo Pan
MARCH 22, 2024
It involves providing value, reinforcing the purchase decision, and guiding the customer towards maximizing product benefits. Onboarding can take various forms, from live interactions to digital communication, but the goal remains the same: ensuring customer success.
Insightly
FEBRUARY 18, 2022
In one of DoubleCheck’s recent new win/loss program client onboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . 6 Single Customer View Benefits. No more data duplication.
SmartKarrot
JANUARY 10, 2022
Role: Customer Success Director Location: Austin, TX, US (On-site) Organization: Cognite As a Customer Success Director, you will be responsible for managing the relationship with Cognite customers. Communicating the product roadmap to customers and ensuring it meets the customer’s needs.
SmartKarrot
OCTOBER 19, 2022
Role: Head of Customer Success Location: San Francisco, CA, US Organization: Tread As a Head of Customer Success, you will be leading a team of Customer Success individuals. Setting Customer Success strategy and defining OKRs. Representing the voice of the customer in all of the interactions.
SmartKarrot
JANUARY 16, 2023
Role: Director – Customer Success Location: Morrisville, NC, United States Organization: Lenovo As a Director – Customer Success, you will manage and grow a global Customer Success organization. Develop offering reports to communicate the status of operations to customers and internal teams.
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