Nutshell

MARCH 28, 2024

A refresher definition 5 best practices for managing a sales pipeline for a startup3 types of client onboarding Prioritize your good leads, drop your bad leads Analyze your pipeline regularly Update your processes regularly Standardize your sales pipeline Automate sales pipeline tasks with a CRM What is a sales pipeline?

Management 71

Management Prioritization CRM Sales 71

Red Star Kim

MARCH 16, 2023

Remember face-to-face significantly more effective with existing client referrals Link cross referral approach into KAM programme Use some of the tools from today as a way to invite the M&BD team into the ad hoc / currently not delivering programme that exists just now Understand that the diamond model is key – Measurable actions (i.e.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Arpedio

MARCH 5, 2024

In this comprehensive guide, we’ll delve into the world of account management solutions, exploring what they entail, why they matter, and how they can benefit your organization. Book demo Key Features and Components Client Database Management At the core of any account management solution lies robust client database management.

Account Management 52

Account Management Management Client Relationships Facilitation 52

Insightly

FEBRUARY 18, 2022

SCVs allow cross-functional teams and organizations to use aggregated data to drive higher value business outcomes and provide high-quality customer experiences. Single customer views are imperative for organizations looking to maintain a competitive edge and provide superior customer experiences.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

Apptivo

OCTOBER 21, 2021

Organize — A CRM tool helps to organize an effective sales funnel in one centralized cloud-based system, so everyone sees each client and their chapter as a journey with the company. Onboarding emails and steps. What A CRM Does. Some of those functions include alerts, email sending, data collection, and so on.

CRM 98

CRM Healthcare Software Software 98

Liston Witherill

OCTOBER 30, 2020

Ways to Choose Your Target Client If you’re wondering which clients to target with your service, there are three ways to determine who is a good fit for your service: Start with past results: if you’ve already worked with clients who benefit from your services and you observe patterns in them, start there!

Value Proposition 52

Value Proposition Onboarding Client Onboarding Decision-making 52

DemandFarm

MAY 22, 2023

By working together, they can develop strategies and plans to cater to the needs of both new and existing clients, ensuring a seamless customer experience throughout the sales cycle. Collaborating on Client Onboarding and Transition Sales Managers and Key Account Managers can collaborate during the client onboarding and transition process.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

SmartKarrot

MAY 18, 2023

Role: Customer Success Manager Location: Berlin, Germany (Remote) Organization: Canonical As a Customer Success Manager, you’ll familiarise new Canonical customers to our products and customer support procedures. Work together with sales and support to create and deliver engagement plans that achieve the goals of the client.

Customer Success 19

Customer Success Client Onboarding Onboarding Digitalization 19

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. Building a Customer Success organization that supports customers from onboarding through renewal. Setting Customer Success strategy and defining OKRs.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

PandaDoc

MARCH 9, 2024

For many companies dealing with pandemic restrictions, Zoom became a messiah that was used to stay connected with their remote teams and clients. Even today, when those restrictions have been lifted, many organizations and employees still prefer remote work. Automatically receive meeting reminders and updates in Slack channels.

Co-Creation 52

Co-Creation Communication Meetings Onboarding 52

SmartKarrot

DECEMBER 1, 2022

Role: Customer Success Specialist Location: Irving, TX, United States (Hybrid) Organization: Injala As a Customer Success Specialist, you will examine client Requests (problems with the system and requests for enhancements) to determine both severity and priority. Attend client meetings as needed. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 19

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. Nurture key relationships internally – product team, BD team, COO, CTO, etc.

Customer Success 19

Customer Success Facilitation Client Onboarding Onboarding 19

SmartKarrot

SEPTEMBER 7, 2022

Role: Director, Customer Success Location: Remote, Atlanta, GA, US Organization: Everstream Analytics As a Director of Customer Success, you will hire, develop and lead a world-class enterprise customer success team. Manage client onboarding; assist customers with setting up and navigating platforms or software.

Customer Success 19

Customer Success Client Onboarding Stakeholders Onboarding 19

SmartKarrot

JUNE 12, 2023

Role: Customer Success Specialist Location: United States (Remote) Organization: SwiftComply As a Customer Success Specialist, you’ll respond to incoming emails, phone calls, and video requests from more than 400 government agencies and their service suppliers in a courteous, timely, and individualised manner.

Customer Success 19

Customer Success Co-Creation Customer Life Cycle Stakeholders 19

CMOE

FEBRUARY 3, 2022

You want to see your team member grow and develop in their role and achieve long-term results for themselves and the organization. After assessing the indicators above, you may want to evaluate retention rates with team members, as well as clients or customers. Decreased the number of new hires and/or new-client onboarding.

Sales 52

Sales Client Onboarding Sales Management Onboarding 52

Hubspot Sales

DECEMBER 12, 2019

They possess knowledge so valuable that someone else — an individual, department, or entire organization — is willing to pay for it. Not all management consultants are the same — some follow a generalist approach and assess each organization as a whole, and some specialize in more specific departments or fields, such as the four below.

Healthcare 119

Healthcare Supply Chain Software Software 119

SmartKarrot

APRIL 19, 2022

Role: Vice President of Customer Success Location: San Francisco Bay Area, US (On-site) Organization: Arable As a Vice President of Customer Success, you will develop the strategy to drive customer value realization and retention on Arable’s solutions, across priority regions and customer segments.

Customer Success 19

Customer Success Client Onboarding Performance Review Customer Value 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

SmartKarrot

JUNE 18, 2021

Role: Associate Director, Customer Success Location: Remote, United States Organization: AKASA As an Associate Director of Customer Success, you will demonstrate revenue cycle expertise by conducting customer onboarding and implementation activities such as process mapping or workflow review.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

MAY 24, 2021

Defining and optimizing the client onboarding lifecycle based on client segmentation. 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.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

JULY 22, 2020

Role: Customer Success Manager Location: American Fork, Utah, US Organization: Domo, Inc. You will be responsible for the onboarding of new clients and driving product adoption. You will be responsible for the onboarding of new clients and driving product adoption. Drive Customer Success, retention and growth.

Customer Success 10

Customer Success Onboarding Client Onboarding Client Relationships 10

SBI

JULY 12, 2018

In this series, we ask Sales Tech Executives to describe how their solution can change a sales organization in a significant way. Nancy: What are the top 3 ways your solution changes the game for a sales organization? We call it Sales Tech Game Changers. Connect with him on LinkedIn or Twitter.

Marketing 41

Marketing Sales Client Onboarding Decision-making 41

SmartKarrot

JULY 22, 2021

Role: Director, Customer Success Location: Austin, TX, US Organization: StitcherAds As a Director of Customer Success, you will build customer success processes & lead/manage/mentor a growing team of CSMs. Collaborate closely with sales, operations & data teams to ensure clean onboarding of all new self-serve customers.

Customer Success 10

Customer Success Onboarding Client Onboarding Publishing 10

SmartKarrot

APRIL 20, 2021

Drive value through customer retention, low levels of churn, and take a proactive approach to scaling the Customer Success and Implementation organization. Set the strategic plan for the Customer Success and Implementation organization and guide process improvements, reporting, and KPIs; monitor and report upon progress and performance.

Customer Success 10

Customer Success Client Onboarding Onboarding Stakeholders 10

SmartKarrot

MAY 25, 2021

Role: Customer Success Director Location: Short Hills, NJ, US Organization: Dun & Bradstreet As a Customer Success Director, your primary focus will be to manage ongoing contractual relationships and the operational delivery of services to clients. Identify and help build out vital collateral for retention and onboarding.

Customer Success 10

Customer Success Client Onboarding Onboarding Negotiation 10

SmartKarrot

DECEMBER 4, 2020

Role: VP Customer Success Location: Salt Lake City, UT, US Organization: NICE inContact As a VP of Customer Success, you will be a senior leader in the matrix organization of Technical Success, working with Professional Services, Technical Support, and other customer-facing teams to ensure customer outcomes.

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

PandaDoc

MAY 28, 2024

Customer knowledge even transfers to other areas, such as improving client onboarding. Top benefits of consultative selling Adopting a consultative sales approach positions organizations as trusted advisors, fostering continued growth. A sales rep spends time discovering more about the organization.

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

FEBRUARY 2, 2021

Apply here: [link] Role: Director Customer Experience Location: Charlotte, NC, United States Organization: Pillar4 Media As a Director of Customer Experience, you will lead a Customer Experience team owning multiple properties and verticals to drive growth through UX testing and best practices.

Customer Success 8

Customer Success Client Onboarding Customer Experience Onboarding 8

SmartKarrot

OCTOBER 6, 2023

A client partner’s playbook can help streamline and guide them through different scenarios of their job roles. What is the role of a client partner? Client partner is a customer-facing role in an organization that emphasizes providing customer service experience to existing and prospective clients.

Communication 10

Communication Insurance Onboarding Client Onboarding 10

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. Ensure a successful and robust onboarding experience for all new customers. Targeted on 85% of existing license renewals.

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

SmartKarrot

JUNE 23, 2022

Role: VP, Customer Success Location: New York, NY, US (On-site) Organization: Dandy As a VP of Customer Success, you will manage a team of Customer Pods with CSMs tasked to drive material growth in a book of business of 200-300 dental practices. Define operational metrics for the Customer Success organization.

Customer Success 3

Customer Success Client Onboarding Onboarding Finance 3

SmartKarrot

OCTOBER 1, 2022

Role: VP of Customer Success Location: Remote, Boston, MA, US Organization: Eleanor Health As a VP of Customer Success, you will lead, mentor and motivate a team of customer success professionals. Sustain ongoing, detail-oriented relationship management with client decision makers including C-suite executives.

Customer Success 3

Customer Success Logistics Client Onboarding Onboarding 3

SmartKarrot

MARCH 14, 2022

Role: Vice President Customer Success – AI Software Location: New York, NY, US (On-site) Organization: BD Strategy Partners As a Vice President of Customer Success, you will evaluate and where appropriate, implement improvements to CS/AM workflow processes. Plan onboarding sessions and project rollouts.

Customer Success 3

Customer Success Client Onboarding Onboarding Government 3

SmartKarrot

JULY 25, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Nearpod As a Director of Customer Success, you will successfully lead, manage, and mentor School Team Managers who lead Customer Success Managers. Build and maintain strong and long-lasting client relationships.

Customer Success 3

Customer Success Client Onboarding Onboarding Acquisition 3

SmartKarrot

MAY 22, 2023

Role: Customer Success Assistant Location: London, Ontario, Canada (Remote) Organization: Lumos Stratgy As a Customer Success Assistant, you’ll serve as our customers’ main point of contact, responding quickly and kindly to emails, chats, and phone conversations.

Customer Success 19

Customer Success Client Onboarding Onboarding Organization 19

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. Responsible for the onboarding process for new accounts to ensure successful implementations. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Stakeholders 19