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

Insightly

FEBRUARY 2, 2022

Consider guiding, tracking, and displaying your new user’s progress through the onboarding process. They are more likely to stick with your solution if they can visualize a successful customer journey, especially during their first crucial steps. Prioritize addressing bugs and glitches that emerge during onboarding steps.

Onboarding 105

Onboarding Customer Experience eCommerce Prioritization 105

Hubspot Sales

MARCH 21, 2025

For partners looking to scale, this means a huge opportunity to specialize in areas like AI model training, data optimization, and cross-platform automation, offering deeper value to clients while increasing profitability. When partners deliver exceptional implementation and service, customer outcomes improve significantly.

Co-Creation 59

Co-Creation B2B Software Software 59

Insightly

FEBRUARY 2, 2022

Consider guiding, tracking, and displaying your new user’s progress through the onboarding process. They are more likely to stick with your solution if they can visualize a successful customer journey, especially during their first crucial steps. Prioritize addressing bugs and glitches that emerge during onboarding steps.

Onboarding 96

Onboarding Customer Experience eCommerce Prioritization 96

SBI

JANUARY 8, 2019

4 Low-Touch Customer Success Model Myths. Each customer has a unique set of characteristics that can determine a wide range of needs and wants. In order to address the demand for differentiated products, three main Customer Success Models exist – each with their own distinct attributes. High-Touch.

Customer Success 42

Customer Success Marketing Onboarding Profitability 42

DemandFarm

OCTOBER 23, 2024

Once a product or service is integrated into a major organization’s infrastructure, it becomes less likely to be replaced due to the high cost and lengthy onboarding process of switching. Long-Term Client Relationships Enduring Partnerships: Enterprise sales often result in long-lasting relationships.

Key Account Management 40

Key Account Management Account Management Management Procurement 40

Strikedeck

JANUARY 8, 2019

Dave Jackson shares why you need to think about how delivering Customer Success can be built into the product.

Profitability 45

Profitability Customer Success Onboarding 45

Hubspot Sales

AUGUST 17, 2021

For some companies, a customer is a customer regardless of industry, size, or location. There’s no big difference in retention rates, expansion rates, or onboarding time. What about different commission rates for different industries?

Finance 130

Finance Construction Sales Leadership Decision-making 130

Geehan Group

JULY 19, 2016

During the past several weeks, I've had the opportunity to work with my colleague Sean Geehan and the smart folks at Strikedeck to better understand the nuts and bolts of B2B marketing’s new priority, Customer Success. The method is to make your customers as profitable and productive as possible.”

Finance 40

Finance Customer Success Marketing B2B 40

SuperOffice

AUGUST 6, 2021

But, none of them are possible without one thing – repeat customers. While acquiring more and more new customers may look like a sign of growth, those are your existing customers that are the main source of your income, the foundation for your stability and the promoters of your brand. Make customer success your priority.

Digital Transformation 90

Digital Transformation Profitability Innovation Digitalization 90

Hubspot Sales

JUNE 5, 2019

Rapid testing: Channel partners let you experiment with new customer bases, products, packages, promotions, and/or marketing campaigns in a low-stakes environment. Brand risk: If you partner with someone who has a poor reputation or treats customers badly, you’ll look worse by association. Average value of partner deal.

Sales 111

Sales Retail Onboarding Stakeholders 111

Jermaine Edwards

APRIL 16, 2020

Getting our customers onboard quickly with new thinking and not getting stuck in a place of fear. Poor internal and global customer collaboration. Loss of customer revenue and profitability. We don’t have robust enough financial systems to get cash in faster to the business.

Computers and Electronics 130

Computers and Electronics Supply Chain Telecommunications Financial Services 130

Nutshell

JANUARY 14, 2020

I transitioned from client server sales to SaaS, and the biggest change is that it’s much easier for customers to switch from you to your competitor, ” says Jane Van Sickle , Sr. Director of Sales & Onboarding at Unbounce. “It’s Director of Sales & Onboarding at Unbounce. Customer Acquisition Cost (CAC).

Sales 127

Sales Software Software CRM 127

Help Scout

JULY 20, 2021

Rather than focusing on the customers and their needs, these companies choose to do what will maximize their bottom line. This could look like a customer success team choosing to focus on churn and expansion metrics rather than product adoption scores and the stories they tell. Many companies take a sales-oriented approach.

Customer Experience 145

Customer Experience Decision-making Communication Organization 145

Insightly

SEPTEMBER 27, 2023

On the other hand, failing to achieve liftoff with your CRM represents a significant risk to the company’s future success, which could far outweigh the de minimis cost of a success plan. So, is a CRM success plan actually worth the cost? Let’s see if it’s right for your business.

CRM 52

CRM Onboarding Brainstorming Software 52

Insightly

SEPTEMBER 27, 2023

On the other hand, failing to achieve liftoff with your CRM represents a significant risk to the company’s future success, which could far outweigh the de minimis cost of a success plan. So, is a CRM success plan actually worth the cost? Let’s see if it’s right for your business.

CRM 52

CRM Onboarding Brainstorming Software 52

Hubspot Sales

JULY 1, 2019

A successful account-based approach requires cross-department coordination. Every team -- Sales, Sales Development, Marketing, Customer Success, Finance, Product, Engineering, and the C-suite -- must be aligned. Your CRM holds a wealth of information about your ideal customers. Location and/or number of offices.

Stakeholders 100

Stakeholders Sales Finance Decision-making 100

Apptivo

AUGUST 5, 2022

Some of the disadvantages of assembly line structure includes risk of silos and miscommunication across teams, risk of poor customer experience because of handoffs and incurring expenses or additional cost because of task specialization. They manage a single customer from the prospecting to onboarding process. The island.

Sales 52

Sales Onboarding Sales Management Prioritization 52

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

APRIL 11, 2022

Role: VP of Customer Success, Americas. As a VP of Customer Success, you will be responsible for a rapidly growing Customer Success team of 45+. Improve customer retention metrics (adoption, retention, engagement). Drive Miro product adoption by leading onboarding for new customers and teams.

Customer Success 3

Customer Success Onboarding Client Onboarding Strategic Thinking 3

SmartKarrot

MARCH 21, 2022

Role: VP of Customer Success, US Location: Austin, TX, US Organization: Miro As a VP of Customer Success, you will be responsible for a rapidly growing Customer Success team of 45+. Improve customer retention metrics (adoption, retention, engagement). data architecture, and how to integrate People.ai

Customer Success 19

Customer Success Onboarding Stakeholders Strategic Thinking 19

Arpedio

FEBRUARY 23, 2024

In today’s fast-paced and ever-evolving business landscape, organizations face a myriad of challenges when it comes to driving revenue growth and maximizing profitability. It involves the alignment and integration of sales, marketing, and customer success functions to drive efficiency, effectiveness, and ultimately, revenue growth.

Acquisition 52

Acquisition Facilitation Artificial Intelligence Decision-making 52

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

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

NOVEMBER 23, 2022

You will drive the Customer Success strategy and mentor the team on the best ways to support the clients from pricing to invoice and everything in between. Partner with Sales, Account Management, Customer Success, and AI Services to ensure clients are set up for success in the short and long term.

Customer Success 19

Customer Success Logistics Onboarding Profitability 19

SmartKarrot

DECEMBER 6, 2022

Role: Director, Customer Success Location: Open Hall, NL, Canada Organization: Security Compass As a Director, Customer Success, you will hire, coach, and develop a high-performing CS team to drive adoption, health, and retention. Deliver onboarding and account management duties for other clients as required.

Customer Success 19

Customer Success Brainstorming Onboarding Government 19

SmartKarrot

FEBRUARY 23, 2022

Role: Customer Success Director Location: Seattle, WA, US (Hybrid) Organization: DexCare As a Customer Success Director, you will drive customer loyalty, ensure the customers are satisfied and realizing measurable value from the products, support, and services.

Customer Success 19

Customer Success Co-Creation Onboarding Profitability 19

SmartKarrot

DECEMBER 1, 2022

Role: Customer Success Specialist Location: Irving, TX, United States (Hybrid) Organization: Injala As a Customer Success Specialist, you will examine client Requests (problems with the system and requests for enhancements) to determine both severity and priority. Apply here: [link]. Apply here: [link].

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 19

ProlifIQ

AUGUST 17, 2023

Introduction: In the dynamic landscape of B2B sales, adopting innovative strategies is essential for sustained growth and profitability. One such strategy gaining popularity among sales and customer success leaders is the “land and expand” approach.

Acquisition 52

Acquisition Customer Success Stakeholders Profitability 52

SmartKarrot

JULY 7, 2022

Role: VP of Customer Success Location: New York, NY, US Organization: Instabase As a VP of Customer Success, you will set the vision and strategic plan for the Technical Account Management and Customer Engineering functions, focusing on increasing product adoption, leading an exceptional customer experience, and driving growth.

Customer Success 19

Customer Success Onboarding Profitability Prioritization 19

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.

Customer Success 3

Customer Success Energy and Utilities Onboarding Stakeholders 3

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

OCTOBER 22, 2021

Role: Customer Success Director Location: Remote, Texas, United States Organization: Juniper Networks As a Customer Success Director, you will manage the customer experience with recurring meetings to supervise related activities and outcomes. Facilitate the identification of references and customer stories.

Customer Success 19

Customer Success Facilitation Onboarding Customer Experience 19

SmartKarrot

AUGUST 29, 2022

Role: Senior Customer Success Manager Location: Boston, MA, US Organization: LeanIX As a Senior Customer Success Manager, you will be responsible for the retention of customer accounts by ensuring continuous communication and relentless support and guidance. Execute consulting projects with customers.

Customer Success 19

Customer Success Procurement Onboarding Government 19

SmartKarrot

MAY 30, 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 Value Proposition Onboarding Construction 3

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

SmartKarrot

JANUARY 16, 2023

Role: Director – Customer Success Location: Morrisville, NC, United States Organization: Lenovo As a Director – Customer Success, you will manage and grow a global Customer Success organization. Responsible for the onboarding process for new accounts to ensure successful implementations.

Customer Success 19

Customer Success Client Onboarding Onboarding Stakeholders 19