Insightly

OCTOBER 5, 2021

This is part 3 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. Many companies talk about being “customer-centric.” In reality, too few invest the time and effort to provide truly customer-centric experiences.

Customer Experience 59

Customer Experience Customer Success CRM Innovation 59

Zendesk

OCTOBER 5, 2022

To increase net retention, you need to give your customers a reason to stick around even when they could easily switch to another competitor (This is especially true in the SaaS universe). Customer experience is one factor that can help increase customer “ stickiness.”. gated-cta-in-post].

Innovation 98

Innovation Supply Chain Software Software 98

Help Scout

MAY 12, 2021

To improve customer retention, first you must understand why your customers leave, and then how your customer service team can positively impact those reasons. To discover why customers are leaving, start by talking to the following folks: Your customer success team or account managers, if you have them.

Finance 117

Finance Account Management Business Growth Onboarding 117

Showpad

JUNE 22, 2020

Digital transformation must begin with the customer, not with your current processes — and this is where sales enablement comes into play . What’s missing in that definition — and what’s crucial for sales, marketing and customer experience — is the need to begin any kind of digital transformation effort with the customer at the center.

Digital Transformation 96

Digital Transformation Digitalization Sales Artificial Intelligence 96

Zendesk

APRIL 29, 2021

Personal finance is so important to consumers that more than a third of Americans review their checking account balance daily. Customers need to feel they can depend on your app (and in a broader sense, your entire team) to provide a good experience, keep their money secure, and help them achieve their desired results.

Banking 59

Banking Finance Customer Experience Media 59

PandaDoc

FEBRUARY 28, 2025

A strategic revenue operations (RevOps) approach can help you optimize your end-to-end customer journey to maximize growth. Marketing, sales, and customer success departments are all aiming for a common goal: to drive revenue. Its a useful platform for industries like SaaS, finance, healthcare, technology, and retail.

e-Learning 52

e-Learning Decision-making Finance CRM 52

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. At the same time, today’s organizations have more customer data at their disposal than ever before. In this blog post, we’ll dig into the emerging field of revenue operations.

Finance 52

Finance CRM Customer Success Decision-making 52

Insightly

SEPTEMBER 28, 2023

Compared to traditional corporate functions — like sales, marketing, human resources, and finance — revenue operations is a relatively new field. At the same time, today’s organizations have more customer data at their disposal than ever before. In this blog post, we’ll dig into the emerging field of revenue operations.

Finance 52

Finance CRM Customer Success Decision-making 52

Luminas Strategy

NOVEMBER 6, 2022

Despite this, we often see companies (including those that describe their organization as customer-centric) struggle with basic steps needed to establish and sustain strong relationships, deliver value to customers, build loyalty and foster brand advocacy. That’s necessary for every successful enterprise, but a balance must be struck.

Supply Chain 52

Supply Chain Insurance Construction Finance 52

SmartKarrot

MAY 20, 2022

Role: VP of Customer Experience Location: Remote, New York, NY, US Organization: Healthie As a VP of Customer Experience, you will own the entire Customer Success and Support experience at Healthie. Lead a team of 12-15 customer-facing specialists, including team Directors.

Customer Success 19

Customer Success Onboarding Customer Experience Stakeholders 19

Zendesk

AUGUST 24, 2021

It’s a common myth that B2B companies aren’t as focused on customer service as their B2C counterparts. According to an Accenture report , over 90 percent of B2B leaders believe that providing a great customer experience is the key to reaching their company’s goals.

B2B 52

B2B B2C Finance Communication 52

SmartKarrot

MARCH 20, 2023

Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Sr. Customer Success Manager, you’ll control the strategic and enterprise accounts’ post-sales customer experiences, including onboarding, product adoption, customer relationships & advocacy, renewal/expansion, and so on.

Customer Success 19

Customer Success Finance Account Planning Onboarding 19

SmartKarrot

SEPTEMBER 24, 2021

Role: Customer Success Director Location: Remote, United States Organization: Brightcove As a Customer Success Director, you will drive retention and growth among the most valuable customers by understanding their business needs and helping them succeed.

Customer Success 19

Customer Success Finance eCommerce Onboarding 19

SmartKarrot

OCTOBER 21, 2022

Role: Director, Customer Success Location: Foster City, CA, US Organization: PTC As a Director of Customer Success, you will recruit and retain top industry and customer success talent. Act as a thought leader within the customer community. Aggregate customer feedback into themes and focus areas.

Customer Success 19

Customer Success Brainstorming Finance Customer Experience 19

SmartKarrot

OCTOBER 28, 2022

Role: Vice President, Customer Success – Americas Location: San Jose, CA, US (On-site) Organization: Automation Anywhere As a Vice President of Customer Success, you will have the ability to prioritize, problem-solve, multi-task, and work independently in a dynamic and rapidly changing workplace.

Customer Success 19

Customer Success Interpersonal Skills Stakeholders Finance 19

SmartKarrot

MARCH 9, 2022

Role: Vice President of Customer Success Location: Orlando, FL, US (Hybrid) Organization: The Garage In As a Vice President of Customer Success, you will manage a portfolio of clients that range in size, complexities, location, and structure. Manage and lead a team of customer success resources.

Customer Success 19

Customer Success Onboarding Prioritization Finance 19

SmartKarrot

FEBRUARY 9, 2023

Role: Head of Customer Success Location: San Francisco, CA, United States Organization: Ikigai As the Head of Customer Success, you’ll manage the onboarding of new clients and ensure a smooth transition from sales. Ensure that our communications and updates are received by all users at each customer.

Customer Success 19

Customer Success Onboarding Customer Experience Finance 19

SmartKarrot

JULY 27, 2022

Role: Director Customer Success Location: Remote, United States Organization: symplr As a Director of Customer Success, you will be responsible for providing leadership, mentoring, and professional development for customer success team members. Represent Branch at relevant regional conferences and events.

Customer Success 19

Customer Success Leadership Finance Facilitation 19

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. Lead, grow and energize the Customer Success team.

Customer Success 3

Customer Success Client Onboarding Onboarding Finance 3

SmartKarrot

DECEMBER 7, 2022

Role: Director, Customer Success Location: Austin, TX, United States (On-site) Organization: Atmosphere As a Director of Customer Success, you will deliver and manage world-class customer onboarding, account management, customer support, and contract negotiation processes that scale at every point in the customer lifecycle.

Customer Success 19

Customer Success Customer Life Cycle Onboarding Finance 19

SmartKarrot

JULY 20, 2022

Role: Customer Success Director, Brands Location: New York, NY, US Organization: LiveRamp As a Customer Success Director, you will assist the clients with day-to-day management and troubleshooting for the largest and most strategic enterprise brand partners. Craft & execute against growth plans for customers.

Customer Success 3

Customer Success Stakeholders Finance Advertising 3

DemandFarm

JUNE 1, 2024

This ensures that all team members are following best practices, leading to more predictable and successful sales outcomes. Revenue Operations vs Sales Operations Aspect RevOps SalesOps Scope and Focus Integrates marketing, sales, customer success, and finance into a unified framework.

Sales 40

Sales Finance Decision-making CRM 40

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

JUNE 8, 2022

Role: Vice President of Customer Success Location: Remote, United States Organization: FinditParts As a Vice President of Customer Success, you will drive adoption, engagement, and regular use among current and future customers. Build, motivate, and lead a high-performance Customer Success Team.

Customer Success 19

Customer Success Customer Life Cycle Finance Account Management 19

SmartKarrot

MAY 23, 2022

Role: Director of Customer Success – North America Location: New York, NY, US (On-site) Organization: Leapsome As a Director of Customer Success, you will establish the best customer experience across the customer journey with onboarding, support, account management and upselling and turn the customers into advocates.

Customer Success 19

Customer Success Account Management Onboarding Finance 19

SmartKarrot

JUNE 2, 2022

Role: Director, Customer Success Location: San Francisco, CA, US Organization: Convex As a Director of Customer Success, you will manage and support a team of talented Customer Success Managers and Renewal Managers. Mentor and hire new team members.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

Insightly

OCTOBER 19, 2022

By opting for a CRM that’s adaptable, automated, integrated and delivered by a provider that truly cares about customer success, you can escape that lagging feeling. According to experts, customer experience is everything. Choose a Platform That Offers Onboarding and Success Plans. Inspire Employee Buy-In.

CRM 52

CRM Onboarding Decision-making Finance 52

SmartKarrot

FEBRUARY 15, 2023

Role: Director of Customer Success Location: United States (Remote) Organization: Apollo.io As a Director of Customer Success you’ll utilize automatic and calculated plays to manage a huge number of accounts. developing your product expertise and improving your customer education methods.

Customer Success 19

Customer Success Onboarding Finance Leadership 19

Insightly

JULY 31, 2023

Journey Builder: Our Marketing Ops team creates customer journeys that allow us to automate recurring marketing workflows, like sending emails, updating a Prospect’s contact data, and more. Integrating our business with Insightly AppConnect Rounding out Insightly’s product offerings is AppConnect.

CRM 52

CRM Customer Experience Decision-making Marketing 52

PandaDoc

AUGUST 23, 2024

On the other hand, revenue operations take a more holistic approach, integrating and aligning sales, marketing, and customer success functions to optimize the entire revenue-generating process. Scope Encompasses sales, marketing, customer success, and sometimes finance operations.

Sales 52

Sales Decision-making e-Learning Small Business 52

SmartKarrot

DECEMBER 5, 2022

AI can improve customer success strategy rather than erasing the human component of it. In the upcoming decade, the human-machine collaboration will be crucial in deciding future economic success. . It can improve customer experiences by making the system faster and more efficient.

Account Management 19

Account Management Customer Success Artificial Intelligence Management 19

SmartKarrot

APRIL 6, 2022

Customer success is necessary for any company’s success. Integrating customer success into the strategy of customer experience needs to be done carefully. Customer success is not a fashion or a buzzword. The customer success professional is now one of the first hires at the organization.

Customer Success 18

Customer Success Decision-making Software Software 18

SmartKarrot

MARCH 2, 2023

Role: Director of Customer Success Location: St Paul, MN, United States (On-site) Organization: BetterYou As a Director of Customer Success you’ll be in control of the entire customer success function, including the handoff of new clients to the sales team, account maintenance, and discussions about renewal and expansion.

Customer Success 15

Customer Success Finance Negotiation Facilitation 15

SmartKarrot

JULY 28, 2020

The Importance of Customer Success at times like Covid-19 Strategies / Best practices to follow How to lead CS teams during uncertain times How Vendors need to adjust. The Importance of Customer Success at times like Covid-19. Customers notice who is there for them. Customers scrutinize experiences and results.

Customer Success 19

Customer Success Digitalization Remote Working Communication 19

SmartKarrot

NOVEMBER 2, 2021

Customer-centric strategies, which were once only used by prominent B2B consumer players like Amazon and Google, are now drawing major changes in B2B digital customer experience landscape, especially in the banking sector. This is where it becomes imperative for the banks to innovate and meet the needs of the customers.

Banking 11

Banking Customer Experience Digitalization Customer Success 11

SmartKarrot

JUNE 22, 2021

The best solution to this is leveraging customer data. Data science has been empowering customer success like never before. Are your customers happy? Your customers need to know if their investment is yielding returns. Choosing a customer success tool that enables you to understand customer data is important.

Customer Success 17

Customer Success Stakeholders Finance Communication 17

ReviewTrackers

FEBRUARY 23, 2017

Beyond improving their mix of products or providing transactional convenience, banking industry executives are now focusing on ways to more effectively manage and harness their online reviews and customer feedback. Online reviews and customer feedback play a crucial role in helping consumers make smarter banking and money decisions.

Banking 42

Banking Financial Services Decision-making Stakeholders 42