Zendesk

OCTOBER 20, 2023

When you make sure customers have what they need to succeed, you also win as a business. Customer success is comprised of four main pillars: building strong customer relationships, putting the customer first, providing value at every opportunity, and acting as the voice of the customer.

Customer Success 52

Customer Success Onboarding Software Software 52

Upland

OCTOBER 17, 2023

Customer success leaders leverage chatbots to lighten workloads. Build and maintain your relationships As McKinsey points out, AI can help build relationships from the prospect stage through onboarding. It can write personalized training documents to onboard customers. Many writers use AI to spark ideas.

Artificial Intelligence 195

Artificial Intelligence Sales Decision-making CRM 195

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 Customer Success Management Artificial Intelligence 52

PandaDoc

APRIL 12, 2022

Customer success metrics are the bread and butter of the SaaS industry, especially when it comes to business operations. In many cases, all aspects of the business — from product expansion to feature development — revolve around customer metrics and feedback. 7 customer success metrics for SaaS. Churn Rate.

Customer Success 52

Customer Success Acquisition Customer Experience Software 52

Hubspot Sales

MARCH 3, 2020

Lastly, you have to hunt down the signer and anxiously refresh your inbox until the signed documents arrive, signaling a successful deal. From a sales perspective, giving insight into the specifics of onboarding is a great way to set expectations with your prospect. Anticipate issues and requirements.

Management 115

Management Stakeholders Onboarding Decision-making 115

Openview

MARCH 15, 2019

You are also responsible for onboarding and training your partners. Collaborating with channel partners also provides the opportunity to do rapid testing with new customer audiences, product features, promotional offers and brand messaging. Measuring Channel Program Success. As the old saying goes, “Garbage in. Garbage out.”

Sales 129

Sales Profitability Onboarding Marketing 129

Openview

MAY 29, 2019

Reliable uptime, disaster recovery (DR) and business continuity (BC) are crucial aspects of relationship management with enterprise customers, who tend to view a lot of their software as “critical” and will want to know you have a reliable uptime track record and the systems in place for disaster recovery and business continuity.

Procurement 93

Procurement Decision-making Account Management Meetings 93

Zendesk

JULY 14, 2022

Customer education programs are comprised of a vast collection of resources organized into a curated, engaging, and relevant experience. Companies typically segment customer education content into three stages: Onboarding , which includes introductory and foundational learning. Customer education can shape customer behavior.

Onboarding 98

Onboarding Customer Success Prioritization Organization 98

SBI

FEBRUARY 20, 2018

Studies have found that companies deploying e-signatures close 17% more deals and average almost 6 times better year-over-year improvement in customer renewal rates*. Chris: After purchasing Adobe Sign, Adobe provides the services of both a Customer Success Manager (CSM) and an onboarding specialist.

e-Learning 55

e-Learning Artificial Intelligence Digitalization Sales 55

ProlifIQ

FEBRUARY 13, 2023

In fact, most Saas companies get the majority of their revenue from existing customers. Therefore, customer satisfaction should be a top priority for businesses. As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

PandaDoc

JULY 9, 2024

Document management: Platforms like PandaDoc allow sales reps to work on documents and save them in the cloud for easy access and record keeping. I’ll share real customer success stories to highlight the benefits of enterprise sales solutions. Another real-world customer success story is the marketing company 2X.

Software 52

Software Software Negotiation Sales 52

Desired Path

DECEMBER 17, 2020

Dealing with change and challenges are by no means anything new to Customer Success , however the pandemic certainly forced us to deal with both very rapidly and differently than normal. Customer engagement, whether it be 1:1 or automated, is obviously a key component in building customer relations and loyalty.

Onboarding 52

Onboarding Value Proposition Customer Success Customer Experience 52

Desired Path

DECEMBER 17, 2020

Dealing with change and challenges are by no means anything new to Customer Success , however the pandemic certainly forced us to deal with both very rapidly and differently than normal. Customer engagement, whether it be 1:1 or automated, is obviously a key component in building customer relations and loyalty.

Onboarding 52

Onboarding Value Proposition Customer Success Customer Experience 52

Desired Path

DECEMBER 17, 2020

Dealing with change and challenges are by no means anything new to Customer Success , however the pandemic certainly forced us to deal with both very rapidly and differently than normal. Customer engagement, whether it be 1:1 or automated, is obviously a key component in building customer relations and loyalty.

Onboarding 52

Onboarding Value Proposition Customer Success Customer Experience 52

PandaDoc

MAY 31, 2024

Sales performance measurement : A sales map enables easy document tracking and assessment of progress, issues faced, and performance. Onboarding : Structured steps and actions in a sales map enable smoother training and onboarding of new team members. Leave some space for notes where you can specify details for each stage.

Sales 52

Sales e-Learning CRM Stakeholders 52

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. However, they can use that data to deliver customized, memorable customer experiences that outshine their competitors. . Why Rethink Your CRM Software?

CRM 52

CRM Onboarding Decision-making Finance 52

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

SmartKarrot

JANUARY 9, 2023

Role: Customer Success Manager Location: London, England, United Kingdom Organization: HiBob As a Customer Success Manager, you will build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions.

Customer Success 19

Customer Success Onboarding Account Planning Stakeholders 19

SmartKarrot

JANUARY 4, 2023

Role: Director of Customer Success Location: Remote, United States Organization: Slync.io As a Director of Customer Success, you will plan, lead, organize and control multiple project initiatives in accordance with the approved scope and schedule. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Onboarding Account Management Business Growth 19

PandaDoc

FEBRUARY 28, 2025

Aligning sales, marketing, and customer success is more crucial than ever to avoid fragmented processes and inconsistent revenue streams. Keith Rabkin , President at PandaDoc A solid RevOps framework eliminates silos through a centralized revenue-focused strategy across key teams like sales, marketing, and customer success.

Decision-making 52

Decision-making CRM e-Learning Acquisition 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. Create measurable success criteria based on customer objectives.

Customer Success 19

Customer Success Client Onboarding Onboarding Digitalization 19

SmartKarrot

JANUARY 20, 2022

Role: Customer Success Director Location: Pennsylvania, United States Organization: Globality, Inc. As a Customer Success Director, you will serve as the lead point of contact for all customer account management matters. Increase customer retention and satisfaction scores in North America.

Customer Success 19

Customer Success Onboarding Customer Experience Stakeholders 19

SmartKarrot

JULY 8, 2022

Role: Director, Customer Success Location: Remote, United States Organization: Insurity As a Director of Customer Success, you will be responsible for the management of the customer success function for the US Market for the Geospatial Analytics Product Suite. Onboard, train, and partner with customers.

Customer Success 19

Customer Success Insurance Onboarding Government 19

PandaDoc

OCTOBER 13, 2022

Lastly, before we begin our comparison, it’s important to highlight that we speak from experience here: The integration between Pipedrive and PandaDoc helps teams to align, finalize and sign documents much faster. Upon conversion, teams usually hand off leads externally to customer success managers and KAMs. Document storage ?

CRM 52

CRM Small Business Onboarding Value Proposition 52

SmartKarrot

MAY 25, 2022

Apply here: [link] Role: Director, Customer Success Location: Remote, Los Angeles, CA, US Organization: Pacvue As a Director of Customer Success, you will build, manage, coach, and lead the Customer Success team for Pacvue Advertising. Customer satisfaction and is the voice of the customer within GTT.

Customer Success 3

Customer Success Logistics Onboarding Advertising 3

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

JUNE 20, 2023

Role: Customer Success Manager Location: United States (Remote) Organization: Liquid Web As a Customer Success Manager, you’ll ensure that customers receive more value from your offerings by engaging in onboarding activities. Facilitate a seamless sales transition after the sale of onboarding offers.

Customer Success 19

Customer Success Onboarding Facilitation Stakeholders 19

SmartKarrot

JUNE 6, 2023

Role: Customer Success Manager Location: Alpharetta, GA, United States (Remote) Organization: Worthix As a Customer Success Manager, you’ll control resources, activities, deadlines, and milestones while managing a client portfolio to make sure Worthix is effectively adopted and providing commercial value to our clients.

Customer Success 19

Customer Success Onboarding Digitalization Facilitation 19

SmartKarrot

FEBRUARY 21, 2022

Role: Director of Customer Success Location: New York, United States (On-site) Organization: Lexer As a Director of Customer Success, you will lead the onboarding and training for new customers post-implementation. Promote customer advocacy within the industry and among potential customers.

Customer Success 19

Customer Success Onboarding Government Stakeholders 19

SmartKarrot

MARCH 30, 2022

Role: Director, Customer Success Location: Remote, United States Organization: Domo, Inc. As a Director of Customer Success, you will be forecasting retention numbers and remaining consistent in that effort. Lead the strategic customer success team and provide guidance, mentorship and build culture.

Customer Success 19

Customer Success Onboarding Stakeholders Prioritization 19

SmartKarrot

APRIL 17, 2023

Role: Customer Success Manager Location: Sydney, New South Wales, Australia (On-site) Organization: Telstra Health As a Customer Success Manager, you’ll meet and surpass sales goals, identify the target market and evaluate prospective growth prospects. Continuous monitoring and improvement of the customer journey.

Customer Success 19

Customer Success Onboarding Client Relationships Software 19

SmartKarrot

MAY 9, 2022

Role: Director of Customer Success Location: Chicago, IL, US (On-site) Organization: William Blair As a Director of Customer Success, you will establish a new world-class customer success team of high-performing CSMs with deep industry expertise that can deliver client value.

Customer Success 3

Customer Success Onboarding Value Proposition Facilitation 3

SmartKarrot

AUGUST 30, 2022

Role: Director of Customer Success Location: Chicago, IL, US (Hybrid) Organization: Grubhub As a Director of Customer Success, you will manage the stellar Corporate Accounts Client Success team, overseeing all new client implementation, client retention, satisfaction, and client up-sells for the Grubhub’s corporate accounts team.

Customer Success 19

Customer Success Onboarding Prioritization Management 19

SmartKarrot

DECEMBER 15, 2022

Role: Customer Success Lead Location: Sydney, New South Wales, Australia (Hybrid) Organization: Hatch As a Customer Success Lead, you will advocate for customers by providing feedback to internal teams on how to better meet customer needs. Actively seek and develop strategies to help key stakeholders.

Customer Success 19

Customer Success Onboarding Stakeholders Prioritization 19

SmartKarrot

DECEMBER 2, 2021

Role: Director, Customer Success Management Location: Remote, United States Organization: GRIN As a Director of Customer Success Management, you will develop and scale a world-class customer success management organization. Build deep product and industry knowledge.

Customer Success 19

Customer Success Onboarding Retail Facilitation 19

SmartKarrot

FEBRUARY 1, 2022

Role: VP of Customer Success Location: Remote, New York, United States Organization: Teampay As a VP of Customer Success, you will coach the team on strategies for building trusted advisor relationships. Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities.

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

SmartKarrot

JANUARY 12, 2023

Role: Customer Success Specialist Location: Remote, England, United Kingdom Organization: OpenSolar As a Customer Success Specialist, you will provide direct training and support (web-based) for users of the platform. Conduct sales calls with new users to manage successful onboarding, implementation & support.

Customer Success 19

Customer Success Co-Creation Onboarding Account Management 19