Zendesk

APRIL 1, 2022

Client onboarding time, total resolution time, and wrap-up time are a few other metrics CS Ops typically monitors for support and success teams. By the time a consumer reaches a CSM, they’ve likely interacted with marketing messages, a sales rep, and—in the case of SaaS—an implementation specialist.

Customer Success 97

Customer Success Logistics Onboarding CRM 97

SmartKarrot

DECEMBER 1, 2023

As a seasoned professional in the realm of Customer Success , I’ve witnessed firsthand the intricate dance of client onboarding. Crafting an effective Client Onboarding Playbook is an art, but it’s not immune to pitfalls. Too often, organizations forget the crucial element of client involvement.

Client Onboarding 10

Client Onboarding Onboarding Client Relationships Facilitation 10

DemandFarm

MAY 22, 2023

To achieve this, they devise and implement sales strategies tailored to their target market. By fostering long-term relationships, Key Account Managers ensure a steady flow of revenue and increase the client’s lifetime value. Collaboration Sales Managers: Work closely with marketing, product development, and customer support.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

Liston Witherill

OCTOBER 30, 2020

It can be tempting to go to a new market or a new problem, but start with something familiar and go deep on that. I like to focus on a type of client and then deliver more solutions to them because it makes selling and marketing a lot easier and more efficient. You’ll also have the ability to market effectively.

Value Proposition 52

Value Proposition Onboarding Client Onboarding Decision-making 52

PandaDoc

MAY 28, 2024

Customer knowledge even transfers to other areas, such as improving client onboarding. Competitive advantage: A consultative approach better aligns your business with current market trends. Teach prospective buyers about what’s available on the market and (hopefully) how your solution is best.

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

OCTOBER 1, 2022

Create, customize, and deliver compelling presentations that demonstrate individual client value of Eleanor Health services, performance, and potential growth. Project manage client onboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects.

Customer Success 3

Customer Success Logistics Client Onboarding Onboarding 3

SmartKarrot

JULY 25, 2022

Collaborate cross-functionally, internally with all departments, especially Sales and Marketing. Prepare periodic performance reports covering and analyzing clients’ KPIs. Support clients’ strategic, marketing, and operational decisions based on internal knowledge, data, and best practices.

Customer Success 3

Customer Success Client Onboarding Onboarding Acquisition 3

SmartKarrot

APRIL 3, 2023

Role: Customer Success Manager Location: Berlin, Germany (Hybrid) Organization: Ultimate As a Customer Success Manager you’ll assist 15-20 mid-market customers as their main point of contact during the installation and growth phases of their automation journey. Make note of market movements and potential industry ramifications.

Customer Success 19

Customer Success Client Onboarding Retail Onboarding 19

Brooks Group

APRIL 17, 2023

Sales training should teach all your employees: How to make sales calls How to negotiate with clients to find them the best deal Proposal writing Social selling Basic sales management skills Sales strategies How to close sales Client onboarding Consultative selling The above skills are just the basics.

Sales Training 52

Sales Training Negotiation Sales Decision-making 52

SmartKarrot

MAY 22, 2023

Create and implement client onboarding and training programmes to guarantee that the company’s product is adopted successfully. Act as the main point of contact for important clients, making sure their needs are met and problems are managed quickly and effectively. Cultivate enduring connections with BioSpace customers.

Customer Success 19

Customer Success Client Onboarding Onboarding Organization 19

SmartKarrot

JANUARY 10, 2023

Developing Customer Success assets, working collaboratively with Marketing, CX, and Sales teams to establish and refine customer materials and solutions. Collaborate with the customer success team to identify and address any issues or challenges faced by clients. Ramp up CSMs’ knowledge of the platform and internal operations.

Customer Success 19

Customer Success Supply Chain Co-Creation Client Onboarding 19

SmartKarrot

MARCH 14, 2022

Hold your team accountable for performance metrics related to resolving customer service issues, completing new client onboarding, consistently conducting client product training, identifying and closing renewal and revenue growth opportunities. Drive customer advocacy in the form of case studies, testimonials, and referrals.

Customer Success 3

Customer Success Client Onboarding Onboarding Government 3

SmartKarrot

MAY 18, 2023

establishing corporate harmony for onboarding. While collaborating closely with the Sales, Product Management, Engineering, and Solutions teams, ensure seamless product deployment and client onboarding within the allotted timeline. Create measurable success criteria based on customer objectives.

Customer Success 19

Customer Success Client Onboarding Onboarding Digitalization 19

SmartKarrot

FEBRUARY 28, 2022

Role: Director, Customer Success Location: Remote, United States Organization: Bidgely As a Director of Customer Success, you will be acquiring a deep understanding of the energy market and how Bidgely can play a disruptive role in creating a more energy-efficient future. Developing strategic partnerships with assigned enterprise clients.

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

SmartKarrot

DECEMBER 20, 2021

Develop a trusted advisor relationship with clients, understand their business strategy and KPIs, Deliver next-level results and service while continuously considering creative solutions to improve products and increase adoption. Client onboarding and take-up of the Onfido service working alongside Client and Onfido representatives.

Customer Success 3

Customer Success Client Onboarding Onboarding Government 3

SmartKarrot

DECEMBER 1, 2022

Drive aggressive product adoption and account expansion by attaining a deep understanding of client needs and opportunities for upsells. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations. Share learnings acquired through client liaison with the product and marketing teams.

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 19

SmartKarrot

OCTOBER 19, 2022

Strengthen and expand the relationships with clients and partners by establishing trusted and productive relationships with key stakeholders. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

SmartKarrot

JUNE 23, 2022

Forge relationships with Sales, Marketing, and other leaders to promote collaboration in order to deliver collectively for the customers. Together with the onboarding team, ensure a smooth client onboarding, change management, and integration phase.

Customer Success 3

Customer Success Client Onboarding Onboarding Finance 3

SmartKarrot

OCTOBER 18, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Facilitation 19

SmartKarrot

MAY 19, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

PandaDoc

MAY 8, 2023

On top of that, most of these platforms are equipped with analytics and tracking tools that allow organizations to gain valuable insights into customer behavior and use that information to streamline future support operations or better client onboarding. Zendesk What is it: An all-in-one customer service and support platform.

Software 52

Software Software Communication Publishing 52

Account Management Skills

NOVEMBER 7, 2022

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. Are they expanding to new markets, are they using new channels? So it’s not a secret that clients really want you to understand their business.

Account Management 52

Account Management Management Suppliers Meetings 52

SmartKarrot

APRIL 3, 2023

Role: Customer Success Manager Location: Berlin, Germany (Hybrid) Organization: Ultimate As a Customer Success Manager you’ll assist 15-20 mid-market customers as their main point of contact during the installation and growth phases of their automation journey. Make note of market movements and potential industry ramifications.

Customer Success 15

Customer Success Client Onboarding Retail Onboarding 15

SmartKarrot

AUGUST 5, 2021

Oversees proactive engagement with clients to build value and ensure a long-term partnership. Partner cross-functionally with Sales, Marketing, Product Management, Technology, Professional Services, Training and Support groups to gain alignment and drive results. Align with the executive team around key metrics and objectives.

Customer Success 12

Customer Success Client Onboarding Onboarding Decision-making 12

SmartKarrot

JUNE 11, 2021

Provide internal product feedback based on existing and potential client use cases. Deliver client training and seminars MeasuredU client education curriculum. Provide and interpret marketing performance reviews for clients. Design and interpret in-market experiments across addressable media channels.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10

SmartKarrot

DECEMBER 4, 2020

Communicate enhancement opportunities & product feedback across engineering, product, sales & marketing. Apply here: [link] Role: Customer Success Manager Location: Sydney, AU Organization: Insight Timer As a Customer Success Manager, you will build significant long term relationships with our key clients in the US market.

Customer Success 10

Customer Success Client Onboarding Onboarding Stakeholders 10

SmartKarrot

MAY 24, 2021

Defining and optimizing the client onboarding lifecycle based on client segmentation. Influencing future lifetime value through higher product adoption, client satisfaction, and overall health scores. Assist in the development and execution of marketing strategies specific to customer needs, resources, and audiences.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

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.

Customer Success 10

Customer Success Client Onboarding Onboarding Stakeholders 10

SmartKarrot

OCTOBER 30, 2020

Role: VP, Customer Success Location: New York City, NY, US Organization: Urbint As a VP of Customer Success, you will drive strategy and alignment of customer success and transformational impacts through the adoption of innovative offers combined with market-leading cloud solutions that accelerate business value for the customers.

Customer Success 10

Customer Success Cybersecurity Value Proposition Client Onboarding 10

SmartKarrot

JUNE 14, 2021

Work directly with the clients to understand how best to ensure a smooth client experience – from client onboarding to client settlements. Exceptional at cross-collaborating internally with different teams, such as finance, legal, marketing, support, etc.

Customer Success 10

Customer Success Finance Client Onboarding Investors 10

SmartKarrot

JULY 16, 2020

The average cost of acquitting a client could be more than 2-10 times the average spend of a customer in a month. The pace with which the client acquisition costs are paid off is easier to calculate in the SaaS industry. Formula: Total cost of the sales + Marketing / Total number of customers acquired. Well, yes, you cracked it!

Acquisition 10

Acquisition Client Onboarding Customer Success Onboarding 10

SmartKarrot

FEBRUARY 2, 2021

Apply here: [link] Role: Customer Success Manager EU and APAC CSS Location: Bathgate, Scotland, United Kingdom Organization: Catalent Pharma Solutions As a Customer Success Manager, you will be accountable for the onboarding experience that every new customer has on site. Support other CSMs in pursuit of the overall success of Go1.

Customer Success 8

Customer Success Client Onboarding Customer Experience Onboarding 8

SmartKarrot

OCTOBER 6, 2023

Such a role involves working very closely with the clients to understand their requirements, end goals, and expectations. Knowing the clients better and then adding value through marketing research and query resolution is how a client partner can elevate any customer’s experience.

Communication 10

Communication Insurance Onboarding Client Onboarding 10

PandaDoc

JULY 12, 2022

However, seeing as email marketing is one of the most effective ways of converting a prospect (especially when compared to sales calls that have a call-back rate of less than 1%), it’s still an important door nonetheless. Research is the crux of any marketing campaign, and email marketing is no exception. The AIDA method.

Sales 52

Sales Onboarding Decision-making Marketing 52