Client Onboarding, Onboarding and Stakeholders - Strategic Accounts Today

Search:

DAY

WEEK

MONTH

YEAR

Feb 01 - Feb 07

Jan 25 - Jan 31

Jan 18 - Jan 24

Jan 11 - Jan 17

September, 2024

MORE

MORE

MORE

MORE

Select your country:
Sign up | Log in

Client Onboarding

Onboarding

Stakeholders

article thumbnail

How customer success operations improves customer service

Zendesk

APRIL 1, 2022

Say two CSMs call two new customers as a part of the onboarding process. If one agent takes 30 minutes to complete the training while the other takes an hour, there might be a lack of alignment on what defines a successful onboarding experience. CS Ops will often organize metrics into reporting dashboards for corporate stakeholders.

Customer Success

Customer Success Logistics Onboarding CRM

article thumbnail

Customer Onboarding Specialist: Everything You Need to Know

SmartKarrot

MARCH 4, 2021

Customer onboarding is necessary to keep customers from churning. Good onboarding is the gap between customer log in and churn. If a customer does not like the onboarding, the chances of them churning are high. If a customer does not like the onboarding, the chances of them churning are high. Like what you are reading?

Onboarding Client Onboarding Communication Customer Success

Join 105,000+

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

Account Manager Tips

article thumbnail

Account Management Solutions: Everything you need to know

Arpedio

MARCH 5, 2024

Definition of Account Management Solutions Account management solutions refer to tools, software, and strategies designed to facilitate the management of client accounts, relationships, and interactions.

Account Management

Account Management Management Client Relationships Facilitation

article thumbnail

Key Account Manager vs Sales Manager: Navigating the World of Digital Key Account Management

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

Key Account Management Account Management Digitalization Sales Management

article thumbnail

Jan 10 – Customer Success Jobs

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. Client onboarding and take-up of the Onfido service working alongside Client and Onfido representatives. Execute consulting projects with customers.

Customer Success

Customer Success Client Onboarding Onboarding Stakeholders

article thumbnail

Oct 19 – Customer Success Jobs

SmartKarrot

OCTOBER 19, 2022

Building a Customer Success organization that supports customers from onboarding through renewal. Creating best-in-class processes for onboarding, training, support, engagement, and business reviews. Oversee client onboarding and lifecycle experience, stepping in as needed to navigate difficult situations.

Customer Success

Customer Success Onboarding Client Onboarding Banking

article thumbnail

Dec 01 – Customer Success Jobs

SmartKarrot

DECEMBER 1, 2022

Drive aggressive product adoption and account expansion by attaining a deep understanding of client needs and opportunities for upsells. Strengthen and expand relationships with executive decision-makers and key stakeholders at many of the largest strategic accounts. Ensure effective engagement with established partners.

Customer Success

Customer Success Client Onboarding Onboarding Key Account Management

article thumbnail

Sep 07 – Customer Success Jobs

SmartKarrot

SEPTEMBER 7, 2022

Execute on a customer business outcomes-driven strategy to ensure successful onboarding, adoption, retention, renewal, and expansion of your customer portfolio. Collaborate with internal Databook stakeholders to achieve agreed upon sales targets and outcomes consistently and on time. Manage and coach the inbound phone team.

Customer Success

Customer Success Client Onboarding Stakeholders Onboarding

article thumbnail

May 18 – Customer Success Jobs

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

Customer Success Client Onboarding Onboarding Digitalization

article thumbnail

Jun 23 – Customer Success Jobs

SmartKarrot

JUNE 23, 2022

Together with the onboarding team, ensure a smooth client onboarding, change management, and integration phase. Develop and manage long-term partnerships with key customers and stakeholders. Drive and coordinate various projects to achieve the strategic growth objectives of your customers and Onfido.

Customer Success

Customer Success Client Onboarding Onboarding Finance

article thumbnail

Oct 18 – Customer Success Jobs

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.

Customer Success

Customer Success Client Onboarding Facilitation Onboarding

article thumbnail

May 19 – Customer Success Jobs

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. Keep regular meetings with key stakeholders & running Business Reviews.

Customer Success

Customer Success Stakeholders Client Onboarding Government

article thumbnail

Sep 30 – Customer Success Jobs

SmartKarrot

OCTOBER 1, 2022

Apply here: [link] 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 at all levels. Lead complex customer onboarding projects.

Customer Success

Customer Success Logistics Client Onboarding Onboarding

article thumbnail

June 12 – Customer Success Jobs

SmartKarrot

JUNE 12, 2023

As we scale the client onboarding programme, we will improve, implement, and streamline internal processes. Think creatively to address issues and pay attention to clients’ needs. Projects’ scope, stakeholders, deliverables, restrictions, and timetables are identified and determined.

Customer Success

Customer Success Co-Creation Customer Life Cycle Stakeholders

article thumbnail

Apr 19 – Customer Success Jobs

SmartKarrot

APRIL 19, 2022

Work closely with the Senior Stakeholders to report and present at Monthly and Quarterly. Manage the client training and client onboarding necessary to improve client time to value. Act as a point of Escalation point and manage issues/incidents to the conclusion, utilizing support teams and processes.

Customer Success

Customer Success Client Onboarding Performance Review Customer Value

article thumbnail

Consultative sales 4 basic principles and just why the consultative selling process works

PandaDoc

MAY 28, 2024

Customer knowledge even transfers to other areas, such as improving client onboarding. The VP thinks the solution is perfect and gets approval from all stakeholders. Explore proven strategies to build strong client relationships and navigate the intricacies of consultative selling with confidence.

Sales

Sales e-Learning Healthcare Software

article thumbnail

Jul 22 – Customer Success Jobs

SmartKarrot

JULY 22, 2020

As a Customer Success Manager, you will have to understand the overall vision of the company and help stakeholders achieve business success through the Domo platform. You will be responsible for the onboarding of new clients and driving product adoption. Drive Customer Success, retention and growth.

Customer Success

Customer Success Client Onboarding Onboarding Client Relationships

article thumbnail

Jun 18 – Customer Success Jobs

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

Customer Success Onboarding Client Onboarding Finance

article thumbnail

May 24 – Customer Success Jobs

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

Customer Success Onboarding Client Onboarding Finance

article thumbnail

April 20 – Customer Success Jobs

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

Customer Success Client Onboarding Onboarding Stakeholders

article thumbnail

Dec 4 – Customer Success Jobs

SmartKarrot

DECEMBER 4, 2020

Develop a trusted advisor relationship with customer stakeholders and executive sponsors to drive product adoption and ensure they are leveraging the solution to achieve full business value. Develop client onboarding plan and work with new clients to ensure smooth onboarding.

Customer Success

Customer Success Client Onboarding Onboarding Stakeholders

article thumbnail

Jul 22 – Customer Success Jobs

SmartKarrot

JULY 22, 2021

Operate as the main point of contact and advisor for all client needs including platform support, training, issue escalation, and media strategy consultation. Develop key relationships with customer contacts ranging from daily users to executive stakeholders. Serve as the voice of customers to inform product roadmap decisions.

Customer Success

Customer Success Onboarding Client Onboarding Publishing

article thumbnail

15 tools to make your customer service team more productive

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 Software Communication Publishing

article thumbnail

Jan 10 – Customer Success Jobs

SmartKarrot

JANUARY 10, 2023

Refining and adding to the initial strategy laid out in sales for key accounts through collaboration with all key internal and external stakeholders. Implementing a defined strategy to aid and hold clients accountable to their overall video goals from the timing of production to using the videos to gain ROI. Apply here: [link].

Customer Success

Customer Success Supply Chain Co-Creation Client Onboarding

article thumbnail

Apr 11 – Customer Success Jobs

SmartKarrot

APRIL 11, 2022

Drive Miro product adoption by leading onboarding for new customers and teams. Contribute to team strategy for new customer onboarding and customer growth/renewal to ensure ongoing customer success. Analyze client behavior in order to develop workflows to successfully address high-risk behavior as well as potential upsell behavior.

Customer Success

Customer Success Onboarding Client Onboarding Strategic Thinking

article thumbnail

Jan 16- Customer Success Jobs

SmartKarrot

JANUARY 16, 2023

Responsible for the onboarding process for new accounts to ensure successful implementations. Establish and maintain close relationships with clients at multiple organizational levels. Grow, and expand customer product adoption and revenue.

Customer Success

Customer Success Client Onboarding Onboarding Stakeholders

article thumbnail

Feb 28 – Customer Success Jobs

SmartKarrot

FEBRUARY 28, 2022

Presenting regularly to the customer and Bidgely stakeholders on the health of projects and solutions. Apply here: [link] Role: Senior Customer Success Manager Location: Remote, United States Organization: Adaptive Business Group As a Senior Customer Success Manager, you will be accelerating the client onboarding phase and product adoption.

Customer Success

Customer Success Client Onboarding Onboarding Stakeholders

article thumbnail

Jun 11 – Customer Success Jobs

SmartKarrot

JUNE 11, 2021

Role: VP of Customer Success Location: New York, NY, US Organization: Narmi As a VP of Customer Success, you will grow and build a product-led Customer Success organization to ensure scalability as Narmi onboards dozens of new customers over the next few years. Manage adoption across all stakeholders for Measured products and services.

Customer Success

Customer Success Onboarding Client Onboarding Stakeholders

article thumbnail

Feb 02 – Customer Success Jobs

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.

Customer Success

Customer Success Client Onboarding Customer Experience Onboarding

article thumbnail

The Differences Between Customer Success, Service, and Support: A Complete Breakdown

Nutshell

JANUARY 29, 2025

The primary focus is on helping clients unlock the full value of their purchase, leading to high ROI and long-term satisfaction. Collect feedback : Gathering customer feedback about their experiences to share insights with relevant stakeholders, helping improve products and services over time.

Customer Success

Customer Success Customer Experience Client Onboarding CRM