Arpedio

JANUARY 3, 2024

These roles may sound similar, but they come with distinct responsibilities, skill sets, and impacts on client relationship management. Clear role clarification avoids overlaps and miscommunications, ensuring that each client receives focused and specialized attention that caters to their specific stage in the customer life cycle.

Account Management 52

Account Management Management Acquisition Account Growth 52

Zendesk

OCTOBER 13, 2023

Popular playbooks address: Low engagement: applies to customer accounts with low or decreased activity. Product feedback: helps agents pull constructive feedback from customers. Account escalation: directs agents on communicating that prices are increasing. Customer engagement. Data analysis. Strategy formulation.

Customer Success 52

Customer Success Onboarding Customer Life Cycle Customer Experience 52

SmartKarrot

JUNE 10, 2022

Execute against the defined Customer Journey playbook to support retaining and growing your portfolio. Be the customer’s key point of contact throughout the entire customer life cycle. Drive customer adoption through training and change management best practices.

Customer Success 3

Customer Success Customer Life Cycle Onboarding Client Relationships 3

SmartKarrot

MARCH 17, 2022

Develop and manage relationships with the client stakeholders to deliver regular communications, manage and support Tahora events, deliver marketing materials and maximize onboarding success. Monitor client KPIs and targets to ensure success. Drive Customer engagement, customer renewals, and increase NPS.

Customer Success 19

Customer Success Customer Life Cycle Stakeholders Onboarding 19

SmartKarrot

MAY 18, 2022

Become an expert on PX platform, to optimize lead campaigns, and transfer this knowledge to the clients. Build and maintain client relationships at all levels through frequent meetings, trade shows, and continuous communication. Manage the proactive customer life cycle leading to a high rate of renewal and growth.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

SmartKarrot

OCTOBER 6, 2022

An Account Manager is a professional responsible for building and maintaining healthy client relationships. To ensure that the customers are satisfied To improve customer retention. Their job role requires them to oversee the entire customer life cycle and ensure they are satisfied with the products or services offered.

Account Management 10

Account Management Management Negotiation Stakeholders 10

SmartKarrot

MARCH 8, 2022

A star in the world of Customer Success, Amarachi Ogueji is known for her exceptional skills in retaining B2B and B2C SaaS clients. Her diverse yet unique skills include customer life cycle optimization from pre-sales. Rachel has held numerous positions, including Director of Customer Success at Doodle.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21