Desired Path

MAY 13, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. The group was asked: Has Customer Success’ focus changed with the shift in market conditions? If so, how?

Customer Success 52

Customer Success Onboarding Construction Negotiation 52

Desired Path

MAY 13, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. The group was asked: Has Customer Success’ focus changed with the shift in market conditions? If so, how?

Customer Success 52

Customer Success Onboarding Construction Negotiation 52

Desired Path

MAY 13, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. The group was asked: Has Customer Success’ focus changed with the shift in market conditions? If so, how?

Customer Success 52

Customer Success Onboarding Construction Negotiation 52

DemandFarm

OCTOBER 23, 2024

A multinational software company might spend nearly a year negotiating a $5 million deal with a Fortune 500 company. This process involves multiple product demonstrations, engaging with IT, procurement, and finance stakeholders, and significant customization to meet the client’s needs.

Key Account Management 40

Key Account Management Account Management Management Procurement 40

PandaDoc

MARCH 13, 2025

Vendors gain a consistent customer and buyers have a trusted source for a specific selection of products or services. As these relationships deepen, partnering companies will often agree on contracted pricing, a pre-negotiated price structure that applies over a defined period. What is contracted pricing?

Suppliers 52

Suppliers Negotiation Profitability Finance 52

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. Principles Behind Customer Success Strategies Customer success strategies are built on a proactive engagement model.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Scovel

MAY 4, 2021

NEGOTIATION: During the presentation stage, the customers may want to negotiate or change certain terms to match their specifications. It should be a win-win situation for both the customer and the company. This is the stage the customer makes the final purchase. The negotiation is done.

Negotiation 98

Negotiation Sales Decision-making Profitability 98

Hubspot Sales

MARCH 9, 2018

During negotiation, remember the intangibles, such as vacation time, gym memberships, and parking passes, are always on the table as well. However, this metric is sometimes saved for the customer success team. And, in the event you leave the company unexpectedly, you might not get paid out for vacation time you’ve earned.

Negotiation 106

Negotiation Remote Working Decision-making Meetings 106

Hubspot Sales

MARCH 6, 2018

It varies widely from company to company, and may include things like delivering a quote or proposal, negotiation, achieving the buy-in of decision makers, and other actions. Sales process” refers to the specific, concrete set of actions your team follows to close a new customer. The close is what every salesperson works toward.

Sales 145

Sales Negotiation Advertising Publishing 145

DemandFarm

DECEMBER 27, 2024

For instance, an AI platform might flag that a rep struggles with negotiation and recommend targeted resources to improve. Collaboration Skills KAM involves coordinating with marketing, product, and customer success teams. This allows them to make informed decisions and guide their teams strategically.

Sales Management 40

Sales Management Management Decision-making Negotiation 40

Openview

APRIL 11, 2018

Discuss your company’s non-negotiables. A healthy discussion for founders to have with their early sales leaders is to identify each other’s non-negotiables. We value a positive customer experience above all else. They go out of their way to deliver customer feedback to product teams. We dogfood our own products.

Negotiation 82

Negotiation Sales Decision-making Acquisition 82

Hubspot Sales

MARCH 22, 2021

Salespeople use these stories throughout the entire sales cycle, from prospecting, introducing yourself to the buyer, and making the sales pitch to handling objections, negotiating price, closing the sale, and even managing customer relationships after the sale. Have an arsenal of value-based stories at the ready.

Shareholders 130

Shareholders Value Proposition Decision-making Communication 130

Corporate Visions

SEPTEMBER 21, 2018

A few years ago, when a team of co-authors and I published The Three Value Conversations , we turned our focus (naturally) to three inflection points in the deal cycle that we thought—and still think—are fundamental to creating sales opportunities, bringing those opportunities through your pipeline, and negotiating a profitable close.

Acquisition 59

Acquisition Negotiation Profitability Customer Success 59

PandaDoc

MARCH 25, 2025

This can include negotiations, compliance checks, and/or deciding on a timeline for implementation with your customer. Closing the deal is just one step; ensuring customer success and fostering long-term relationships requires ongoing work.

Sales 52

Sales Supply Chain Decision-making Stakeholders 52

Jermaine Edwards

APRIL 3, 2020

Asking who’s got great skills at influencing, negotiating, analysing and creativity is the best way to start. We must know how to mobilise a team to meet those demands. To do this we must think about skills and resources, not job titles and positions. It’s about the result, not status. NB – those with an asterisk are the must-haves.

Decision-making 130

Decision-making Profitability e-Learning Negotiation 130

Hubspot Sales

JANUARY 15, 2020

To demonstrate the value of your product and give you some credibility, weave a customer success story into your summary. If the featured customer matches your ideal buyer persona, even better. For example, [One- to two-sentence description of customer success story]. Do you have a proven track record of success?

Sales 126

Sales Retail Profitability Banking 126

Brooks Group

JULY 27, 2022

At The Brooks Group, we teach a six-step sales methodology, and constantly find that when salespeople follow the six steps — in order and at the same pace as their customers — success rates go way up. We also know that sales leaders who ensure a process is in place and coach to that process, have a more successful sales team.

Supply Chain 96

Supply Chain Sales Sales Training Negotiation 96

Nutshell

MAY 26, 2020

Talk with your company’s customer success team, interview your top customers, read online forums dedicated to the problems your target market deals with—anything to learn more about your potential customers. So take the time to really get to know your audience. You’ll also need to think about postage.

Sales 140

Sales Digitalization Marketing Brainstorming 140

SmartKarrot

APRIL 6, 2023

Role: Senior Manager, Customer Success Location: Munich, Bavaria, Germany (Hybrid) Organization: Rapid7 As a Senior Manager, Customer Success, you’ll manage recurring revenue in a predictable manner and produce high rates of timely renewal. Create and maintain a vibrant, customer-focused culture.

Customer Success 19

Customer Success Negotiation Onboarding Stakeholders 19

SmartKarrot

OCTOBER 20, 2021

Role: Director of Customer Success Location: Remote, United States Organization: Satori As a Director of Customer Success, you will define the customer lifecycle journey from onboarding to value generation and expansion. Hire and train a world-class team of customer success managers.

Customer Success 19

Customer Success Negotiation Onboarding Account Management 19

Nutshell

AUGUST 6, 2018

Customer Nurturing Sales Process Templates. Customer Success Pipeline. Demonstrate your solution to the prospect, showing how it would improve their life and/or make them more successful. Overcome last-minute objections, make final negotiations, and obtain a signed contract or initial payment to make the sale official.

B2B 48

B2B Negotiation Stakeholders Decision-making 48

PandaDoc

JULY 9, 2024

Quoting and invoicing: CPQ speeds up the negotiation process by generating a quote in minutes. I’ll share real customer success stories to highlight the benefits of enterprise sales solutions. Also, the presence of automation and AI increases the speed of quote generation, invoicing, approvals, and contract negotiations.

Software 52

Software Software Negotiation Sales 52

Desired Path

JUNE 17, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. Customers are also waiting on paying invoices until past due dates and when we remind them.”

Marketing 52

Marketing Finance Value Proposition Banking 52

Desired Path

JUNE 17, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. Customers are also waiting on paying invoices until past due dates and when we remind them.”

Marketing 52

Marketing Finance Value Proposition Banking 52

Desired Path

JUNE 17, 2020

The Toronto Customer Success Executive Breakfast is a forum whereby local industry leaders get together over breakfast to discuss the still young and rapidly evolving field of Customer Success. Customers are also waiting on paying invoices until past due dates and when we remind them.”

Marketing 52

Marketing Finance Value Proposition Banking 52

SmartKarrot

AUGUST 17, 2022

Role: VP of Customer Success Location: Remote, Dallas, TX, US Organization: Textio As a VP of Customer Success, you will be leading, rapidly growing, and coaching team members by setting the strategy and prioritizing the organizational goals. Proactively manage customer health and engagement to mitigate business risk.

Customer Success 19

Customer Success Stakeholders Negotiation Onboarding 19

SmartKarrot

MAY 30, 2023

Role: Customer Success Executive Location: London, England, United Kingdom (On-site) Organization: Space32 As a Customer Success Executive, you’ll be a crucial member of our commercial team, whose primary goals are to qualify leads and convert inquiries from businesses searching for full- or part-time office space.

Customer Success 19

Customer Success Emotional Intelligence Stakeholders Negotiation 19

SmartKarrot

SEPTEMBER 9, 2022

Role: Vice President of Customer Success Location: Denver, CO, US Organization: SambaSafety As a Vice President of Customer Success, you will oversee four Customer Success (CS) teams that support different customer verticals and one CS Operations Analyst. Upsell and Cross Sell opportunities.

Customer Success 19

Customer Success Onboarding Profitability Negotiation 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

JUNE 9, 2022

Ensure Customer Success and Asset Management teams are coordinated with respect to the communication of project and utility timelines with end-user customers; develop processes between teams to ensure seamless communication for the benefit of all the customers. Ensure customer experience is best-in-class.

Customer Success 19

Customer Success Value Proposition Customer Experience Onboarding 19

SmartKarrot

JULY 5, 2022

Role: Director of Customer Success Location: Boulder, CO, US Organization: Floify As a Director of Customer Success, you will build, develop & maintain C-level and senior-level customer relationships for enterprise-level clients and ensure the renewal of key accounts.

Customer Success 19

Customer Success Retail Negotiation Facilitation 19

SmartKarrot

AUGUST 19, 2022

Role: Director of Customer Success Location: Remote, California, United States Organization: 80Twenty As a Director of Customer Success, you will lead a team of managers supporting all companies clients. Use outstanding communication skills to present to and influence both potential and existing customers.

Customer Success 19

Customer Success Construction Negotiation Acquisition 19

SmartKarrot

MAY 8, 2023

Role: Customer Success Associate Location: San Diego, CA, United States (Remote) Organization: Momos As a Customer Success Associate, you’ll be serving as the initial point of contact for clients and responding to all queries. Use strong communication skills to connect with customers and negotiate when necessary.

Customer Success 19

Customer Success Logistics Healthcare Negotiation 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

JANUARY 10, 2022

Role: Customer Success Director Location: Austin, TX, US (On-site) Organization: Cognite As a Customer Success Director, you will be responsible for managing the relationship with Cognite customers. Communicating the product roadmap to customers and ensuring it meets the customer’s needs.

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

SmartKarrot

MAY 19, 2023

Role: Customer Success Manager Location: United States (Remote) Organization: iDeals As a Customer Success Manager, you’ll be analysing market trends, analysing potential customers, and figuring out what they expect from the product. Assisting customers via phone or email when they have a query or problem.

Customer Success 19

Customer Success Onboarding Negotiation Software 19

SmartKarrot

NOVEMBER 16, 2022

Role: Associate Director, Customer Success Location: Canberra, Australian Capital Territory, Australia Organization: Datacom As an Associate Director of Customer Success, you will have a Customer Focus– this role is supporting a large, complex customer. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Client Relationships Profitability Performance Review 19