PandaDoc

MARCH 19, 2025

Better revenue predictability Ramp pricing allows you to forecast revenue growth as your prices scale, which makes financial planning more accuratea necessity for sustainable business success. By making it easier for customers to integrate new software while making sure the price aligns with how much they use the product.

Negotiation 52

Negotiation Acquisition Logistics e-Learning 52

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

NOVEMBER 7, 2022

Role: Associate Director, Customer Success Location: Greater Boston, United States (On-site) Organization: Saama As an Associate Director of Customer Success, you will drive the overall customer relationship forward and drive product penetration and consulting services revenue in customer engagements.

Customer Success 19

Customer Success Stakeholders Finance Government 19

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

SmartKarrot

NOVEMBER 2, 2022

Role: SVP, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Cardlytics As an SVP of Customer Success, you will lead and scale an inclusive, world-class, multi-discipline services organization – driving vision, growth strategy, and execution. Apply here: [link].

Customer Success 19

Customer Success Stakeholders 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. Negotiate contract renewals and close agreements to maximize renewal values.

Customer Success 19

Customer Success Stakeholders Onboarding 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

Help Scout

DECEMBER 26, 2018

The Art of Negotiation. Our VP of Finance, Shawna Fisher, delivered a talk at a company retreat about how negotiation is best understood not as a face-to-face confrontation, but as a side-by-side, problem-solving journey: “Negotiation is fundamentally about human interaction.

Negotiation 40

Negotiation Publishing Finance Leadership 40

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

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

MARCH 9, 2021

Role: Vice President, Customer Success Location: Boston, MA, US Organization: Immuta As a Vice President of Customer Success, you will map the customer journey beginning with implementation. Define the segmentation of the customer base and varying strategies for each segment.

Customer Success 10

Customer Success Negotiation Onboarding Finance 10

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

SmartKarrot

MAY 19, 2023

In today’s rapidly changing business landscape, finance professionals face increasing pressure to manage complex financial data while making critical decisions that impact the financial health of their organizations. To stay competitive, finance teams must embrace emerging technologies. What are conversational AI and ChatGPT?

Remote Working 10

Remote Working Finance Artificial Intelligence Financial Services 10

SmartKarrot

JUNE 4, 2021

Role: Director of Customer Success Location: Denver Metropolitan Area, US Organization: Terrayn Dispensary Marketing As a Director of Customer Success, you will ensure high-quality value delivery of the marketing services to guarantee customer retention and customer success.

Customer Success 10

Customer Success Insurance Investors Banking 10

SmartKarrot

APRIL 27, 2021

Role: AVP, Customer Success Location: Remote, United States Organization: League Inc. As an AVP of Customer Success, you will own the vision and strategy of a robust end-to-end customer success framework. Develop a strong network of relationships among peers, partners, customers, and other key stakeholders.

Customer Success 10

Customer Success Account Management Stakeholders Finance 10

SmartKarrot

FEBRUARY 17, 2021

Role: VP Customer Success Location: Fremont, CA, US Organization: Privacera As a VP of Success Manager, you will be responsible for leading, expanding, and mentoring the Customer Success teams through strategy and Objectives and Key Results along with hiring, coaching, and developing a world-class team.

Customer Success 10

Customer Success Value Proposition Onboarding Stakeholders 10

SmartKarrot

MARCH 16, 2021

Role: Director of Customer Success Location: Remote, United States Organization: Terminus As a Director of Customer Success, you will manage a team of 8 (and growing) Customer Success Managers. Identify risks to customers achieving their stated business goals by developing risk mitigation plans.

Customer Success 10

Customer Success Value Proposition Digital Transformation Customer Experience 10

SmartKarrot

JUNE 30, 2022

Customer success is one aspect of corporate SaaS mergers and acquisitions that is sometimes overlooked. Organizations are guilty of putting it on the back burner even though it is one of the most crucial factors in success. Maintaining the focus on customer success throughout the mergers and acquisitions process is difficult.

Acquisition 10

Acquisition Customer Success Energy and Utilities Logistics 10

SmartKarrot

JANUARY 16, 2024

Today, I’m thrilled to shed light on a crucial but often overlooked aspect of customer success – the role of operations. Join me as we explore the untold story of how Customer Success Operations (CS Ops) plays a pivotal role in shaping the customer journey. Reporting Structure: Directly to CEO or CRO?

Customer Success 8

Customer Success Finance Strategic Thinking Negotiation 8

SmartKarrot

JANUARY 16, 2024

Today, I’m thrilled to shed light on a crucial but often overlooked aspect of customer success – the role of operations. Join me as we explore the untold story of how Customer Success Operations (CS Ops) plays a pivotal role in shaping the customer journey. Reporting Structure: Directly to CEO or CRO?

Customer Success 8

Customer Success Finance Strategic Thinking Negotiation 8

SmartKarrot

NOVEMBER 23, 2020

Of the many key contributors in a customer success team, one that strikes a balance is the renewal manager. Renewal Managers are basically the key point of reference for customers and cultivate the best of processes around renewals. Here we look into the topic with a magnifying lens. That’s a Wrap.

B2B 10

B2B Management Finance Customer Success 10

SmartKarrot

MAY 19, 2020

For example, if you are a finance account manager, it is most likely expected that you have a Bachelor’s degree either in Finance or Business Marketing. This will also give you the leverage to negotiate for higher pay scale or better perks which the rest might not be eligible for. Final Take. Happy Reading! Here You Are!

Account Management 10

Account Management Management Finance Negotiation 10

SmartKarrot

NOVEMBER 3, 2020

For the businesses to run smoothly between the customers and the company, you need a certain person who fills in, as a bridge. That bridge in the customer success space is the relationship manager. Having a background in the customer success niche is presumably a benefit. Source: Pexels. Source: Pexels.

Management 10

Management Client Relationships Customer Success Communication 10

SmartKarrot

OCTOBER 19, 2022

The highest-paying industries are IT, technology, finance, and banking. Negotiation — This skill is often overlooked but is essential for account managers who work with clients regularly. Negotiation can help you improve relationships with your clients, resulting in better work from them and more money for your company.

Account Management 10

Account Management Management Healthcare Telecommunications 10

Hubspot Sales

MAY 3, 2018

I hope people like me continue to raise the importance of formal continuing education within the sales profession, in the same way it’s applied to corporate roles like finance, legal, HR and IT.” This will lead to a new type of role, similar to customer success, that will manage the process from decision to implementation.”

Sales 145

Sales Artificial Intelligence Sales Training Account Management 145

Hubspot Sales

MARCH 4, 2019

I enrolled at Harvard Business School after spending a few years in finance. Root this training in real data and results, keeping an eye on churn, retention, and customer success. Work with your customer support and service teams to understand where customers stumble and succeed and how to control for this in the buying process.

Sales Training 108

Sales Training Sales Onboarding Sales Management 108

Insightly

JANUARY 10, 2024

For the rest, the IT or finance departments tried to manage costs down.” This removes complexity from the tech stack and gives more leverage to your organization to negotiate payment terms and even discounts. Another issue companies will have difficulty recovering from is layoffs of customer success representatives.

Finance 52

Finance CRM Acquisition Decision-making 52

DemandFarm

MARCH 6, 2025

Example: Instead of generic stages like Negotiation, create something specific like Legal Review Initiated , tied to a concrete action. Sales Engineer, Legal, Customer Success) to each deal. A structured opportunity management system ensures: Key stakeholders (sales, legal, finance, customer success) are involved early.

Management 52

Management Decision-making Stakeholders Account Management 52

PandaDoc

OCTOBER 15, 2024

Deal desks can incorporate large teams of relevant stakeholders within sales, finance, product marketing, product management, legal, customer success, and more as needed. Integrations There are a number of customizations available that can help you keep track of where things are in the process so nothing gets missed.

Software 52

Software Software Finance Sales 52