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How to raise your account management game (part one), with Jenny Plant

Account Management Skills

So maybe you can suggest an improved client onboarding process, because you’ve been through so many now and you know where the holes are. If you are working with a client that’s a publicly traded company, then you can also download the transcripts from the investors’ meetings that happen on a quarterly basis.

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Jun 14 – Customer Success Jobs

SmartKarrot

Oversee and coordinate client operations team interaction with the institutional investors and external partners. Work directly with the clients to understand how best to ensure a smooth client experience – from client onboarding to client settlements.