Upland

JANUARY 29, 2024

More accurate sales forecasting: By understanding customer decision-making and buying cycles, your teams can create a more predictable sales pipeline and plan their strategies accordingly. Greater team collaboration: Account planning often involves multiple departments, such as marketing, customer success, and technical support.

Account Planning 195

Account Planning Sales Decision-making Shareholders 195

ProlifIQ

AUGUST 2, 2024

2024 QBR Template & Overview Quarterly Business Reviews (QBRs) are pivotal in ensuring successful client relationships in the B2B sector. Crafting an effective QBR template is essential for account managers, customer success professionals, and enablement teams aiming to enhance client engagement and drive business growth.

Account Planning 52

Account Planning Client Relationships Stakeholders Prioritization 52

SmartKarrot

MARCH 29, 2022

Role: Customer Success Director (West – Remote) Location: Remote, San Francisco, CA, US Organization: Included Health As a Customer Success Director, you will serve as the primary relationship owner, achieving trusted advisor status with customer contacts. Design and deploy a retention strategy.

Customer Success 19

Customer Success Transportation Client Relationships Onboarding 19

SmartKarrot

SEPTEMBER 12, 2022

Role: Client Success Director Location: Remote, Massachusetts, United States Organization: Agero, Inc. As a Client Success Director, you will develop and execute strategic account management plans for your client portfolio. Build and maintain strong, long-lasting client relationships.

Customer Success 19

Customer Success Client Relationships Stakeholders Leadership 19

Arpedio

JUNE 22, 2022

Relationship Mapping, also known as Customer Relationship Mapping, Relationship Management, or Stakeholder Management is a way of mapping B2B relationships between large organizations. It can be a complex task, as large enterprises often involve multiple stakeholders in a buying decision.

Stakeholders 52

Stakeholders Decision-making Sales B2B 52

SmartKarrot

MARCH 17, 2022

Role: Customer Success Director – SMB Location: Remote, Atlanta, GA, US Organization: ON24 As a Customer Success Director, you will manage and provide escalation and support for CSMs in your group. Support of the CSMs in escalations around questions or issues with client accounts.

Customer Success 19

Customer Success Customer Life Cycle Stakeholders Onboarding 19

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

SmartKarrot

AUGUST 16, 2022

Role: Director of Customer Success Location: Cambridge, MA, US Organization: Volta Labs, Inc. As a Director of Customer Success, you will build out and lead the customer success organization that includes customer service and field applications scientists.

Customer Success 19

Customer Success Onboarding Stakeholders Client Relationships 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. Regular client reporting including financial, operational, and business insight reporting.

Customer Success 19

Customer Success Client Onboarding Stakeholders Onboarding 19

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption.

Customer Success 19

Customer Success Onboarding Stakeholders Client Relationships 19

SmartKarrot

NOVEMBER 10, 2021

Role: Customer Success Director Location: Remote, United States Organization: Innovaccer As a Customer Success Director, you will understand customer needs and be a client-counselor by working together with the customer to come up with solutions to key customer problems.

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

SmartKarrot

FEBRUARY 17, 2022

Role: Customer Success Director, SaaS (Remote) Location: Remote, United States Organization: Talentify.io As a Customer Success Director, you will design and build a Customer Success strategy, including support content creation, establishing standard operating procedures, and scalable processes.

Customer Success 19

Customer Success Stakeholders Account Growth Client Relationships 19

SmartKarrot

MARCH 25, 2022

Role: Customer Success Director Location: New York, NY, US Organization: Pacvue As a Customer Success Director, you will work with brands to identify business priorities and goals. Be an expert on Pacvue Commerce in order to show brands how Pacvue Commerce can empower them to achieve success.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

OCTOBER 27, 2021

Role: VP, Customer Success Location: Remote, Sunnyvale, CA, US Organization: Clari As a VP of Customer Success, you will lead all aspects of the Customer Success organization which includes driving strategic adoption, ensuring a remarkable customer experience, and optimizing ongoing engagement with Clari.

Customer Success 19

Customer Success Stakeholders Client Relationships Account Planning 19

SmartKarrot

JULY 1, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Apollo GraphQL As a Director of Customer Success, you will lead and scale a world-class Customer Success organization. Contributing to revenue growth by upselling/uplifting client contracts.

Customer Success 3

Customer Success Onboarding Stakeholders Negotiation 3

SmartKarrot

JULY 26, 2022

Role: Customer Success Director Location: Remote, United States Organization: Technisys As a Customer Success Director, you will organize work and deliver services to clients that position Technisys as a global leader in client experience and service delivery. Forecast and track key account metrics (e.g.

Customer Success 3

Customer Success Energy and Utilities Onboarding Stakeholders 3

SmartKarrot

JANUARY 18, 2022

Role: Director of Client Success Location: San Diego, CA, US (On-site) Organization: Dassault Systèmes As a Director of Client Success, you will drive Customer satisfaction & advocacy prioritize, escalate and manage customer critical issues.

Customer Success 3

Customer Success Facilitation Onboarding Stakeholders 3

SmartKarrot

OCTOBER 12, 2022

Collaborate with Implementation team leadership to ensure consistent, successful kickoffs and expedited time to revenue. Provide primary point of contact support for bank channel relationship managers. Develop strategic relationships with key stakeholders to understand their goals and success roadmap.

Customer Success 19

Customer Success Financial Services Banking Onboarding 19

SmartKarrot

MARCH 4, 2022

Role: VP, Customer Success Location: Reno, NV, US Organization: Clear Capital As a VP of Customer Success, you will drive customer success outcomes by influencing lifetime value product adoption, customer satisfaction, and overall health scores. Define & Optimize the customer lifecycle.

Customer Success 3

Customer Success Value Proposition Client Relationships Stakeholders 3

SmartKarrot

APRIL 20, 2022

Role: Customer Success Director Location: Remote, United States Organization: Hunt Club As a Customer Success Director, you will develop the playbook for delivering a world-class customer experience (cadence for update meetings, success metrics, surveys, tokens of appreciation, etc.). Apply here: [link].

Customer Success 19

Customer Success Stakeholders Client Relationships Customer Experience 19

SmartKarrot

JUNE 10, 2022

Role: VP, Customer Success (Remote) Location: Remote, United States Organization: Sales Talent Agency, Inc. As a VP of Customer Success, you will be responsible for driving success outcomes across the entire customer journey; including implementation, support, operations, and renewals.

Customer Success 3

Customer Success Customer Life Cycle Onboarding Client Relationships 3

SmartKarrot

FEBRUARY 16, 2022

Inspire customer experience across the company – Create a company-wide culture of customer experience. Manage customer success activities. Measure effectiveness of customer success. Act as an advisor and instill trust into customers on the approach and platform.

Customer Success 19

Customer Success Customer Experience Client Relationships Onboarding 19

SmartKarrot

FEBRUARY 2, 2022

Role: Customer Success Director Location: Remote, Minneapolis, MN, US Organization: Numerator As a Customer Success Director, you will manage a client relationship after onboarding is complete to drive ongoing realized value against measurable long-term strategic goals to ensure long-term success.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

SEPTEMBER 21, 2021

Role: Director, Customer Success Location: Dallas, TX, US Organization: Castlight Health As a Director of Customer Success, you will grow and manage a portfolio of business with responsibility for the growth and retention of the existing customer base. Monitor usage and customers’ engagement level.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

MARCH 16, 2022

Role: Senior Director, Customer Success Location: Remote, California, United States Organization: Acre As a Senior Director of Customer Success, you will direct and support a team to manage a portfolio of clients, actively working to ensure they are generating the maximum value from the Higg tools and services.

Customer Success 3

Customer Success Onboarding Negotiation Client Relationships 3

SmartKarrot

NOVEMBER 10, 2022

Role: Director – Customer Success Location: New York, NY (Hybrid) Organization: Rokt As a Director of Customer Success, you will be mastering the functionality of the platform, and utilizing the insights and data to optimize campaigns across your portfolio to deliver on individual and client KPIs.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

APRIL 25, 2022

Role: Director of Customer Success Location: New York, United States (Hybrid) Organization: Fireblocks As a Director of Customer Success, you will hire, grow and develop a regional customer success group. Define operational metrics for the group, and measure the Effectiveness of Customer Success.

Customer Success 19

Customer Success Client Relationships Communication Onboarding 19

SmartKarrot

OCTOBER 29, 2021

Role: Director, Customer Success Location: Remote, United States Organization: Unite Us As a Director of Customer Success, you will build and maintain strong, long-lasting customer relationships with key stakeholders and executive sponsors by becoming a trusted expert in Unite Us.

Customer Success 19

Customer Success Onboarding Client Relationships Stakeholders 19

SmartKarrot

APRIL 15, 2022

Role: Vice President of Customer Success Location: Phoenix, AZ, US (Hybrid) Organization: Chime Technologies Inc. As a Vice President of Customer Success, you will drive customer success outcomes by influencing product adoption, customer satisfaction, and overall customer success.

Customer Success 19

Customer Success Onboarding Negotiation Client Relationships 19

SmartKarrot

SEPTEMBER 6, 2021

Director of Customer Success Location: Lafayette, Louisiana Metropolitan Area, US Organization: SchoolMint As a Sr. Director of Customer Success, you will manage, grow, professionally develop, and mentor an existing Customer Success team. Represent the customer during product development.

Customer Success 19

Customer Success e-Learning Client Relationships Facilitation 19

SmartKarrot

MAY 18, 2022

Role: Senior Director, Customer Success Location: Remote, United States Organization: Coursera As a Senior Director of Customer Success, you will meet and exceed quarterly renewal bookings and revenue growth goals. Hire, develop and retain a team of high-performing Customer Success Managers.

Customer Success 19

Customer Success Customer Life Cycle Account Planning Client Relationships 19

SmartKarrot

MAY 10, 2023

Role: Customer Success Manager Location: Phoenix, AZ, United States (Remote) Organization: Freestar As a Customer Success Manager, you’ll have positive Attitude. While we don’t expect you to always be beaming, a pleasant attitude and professionalism help to create the ideal atmosphere with our clients.

Customer Success 19

Customer Success Client Relationships Onboarding Stakeholders 19

SmartKarrot

APRIL 6, 2022

Role: Director of Customer Success. As a Director of Customer Success, you will be responsible for a team of passionate Customer Success professionals to achieve aggressive usage, adoption, and value realization targets while continually evolving Esper’s customer success methodology and deliverables.

Customer Success 19

Customer Success Value Proposition Onboarding Customer Experience 19

SmartKarrot

APRIL 12, 2022

Role: Director of Customer Success Location: New York, NY Hybrid Organization: Crealytics As a Director of Customer Success, you will develop strong connections with key client stakeholders to understand their needs and invest in their long-term success.

Customer Success 19

Customer Success Account Management Retail Advertising 19

Arpedio

OCTOBER 17, 2023

Whether you’re a small startup or a well-established large enterprise, effectively serving your customers, providing support, and offering opportunities for improvement are essential aspects. Account management plays a central role in building lasting client relationships and ensuring customer satisfaction.

Account Management 52

Account Management Software Software Management 52

SmartKarrot

SEPTEMBER 3, 2021

Role: Senior Customer Success Manager Location: Remote, Salt Lake City, UT, US Organization: Axon As a Senior Customer Success Manager, you will engage with your customers through regular calls, business reviews, and daily needs. Learn and share industry best practices in order to solve customer needs.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

SmartKarrot

SEPTEMBER 17, 2021

Role: VP, Customer Success Location: Atlanta, GA, US Organization: CMSPI As a VP of Customer Success, you will oversee the management, growth, and increased engagement of existing merchant accounts. Ongoing management and development of overall Customer Success team/function. Net Promoter Scores).

Customer Success 17

Customer Success Account Management Negotiation Customer Experience 17