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

Hubspot Sales

JULY 1, 2019

Instead of one salesperson targeting a single contact within a company, an entire team is dedicated to targeting multiple stakeholders at the prospective customer’s company. A successful account-based approach requires cross-department coordination. 3) How many customer stakeholders are involved in our average deal?

Stakeholders 100

Stakeholders Sales Finance Decision-making 100

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. Average cost of recruiting and onboarding new partner. Average length of time to recruit and onboard new partner. Average value of partner deal.

Sales 111

Sales Retail Onboarding Stakeholders 111

DemandFarm

NOVEMBER 22, 2024

Relationship Intelligence and Stakeholder Knowledge The best account managers know business is personal. They create trust-based connections by mapping out and understanding key stakeholders, tracking team shifts, and staying updated on client organization changes. Core Traits of High-Performing Account Managers 1.Relationship

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

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

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. Any time you update your messaging, product mix, features, offers, etc., Garbage out.”

Sales 129

Sales Profitability Onboarding Marketing 129

Showpad

MARCH 4, 2020

The company built out pre-work for the event in addition to custom content and training featuring applicable exercises related to real-life accounts ?— Suddenly team members had lots of questions about Showpad features, such as Shared Spaces , which allows quick creation of branded microsites and collaboration with stakeholders.

Sales 72

Sales Logistics Stakeholders Decision-making 72

Hubspot Sales

FEBRUARY 21, 2025

Build relationships with multiple stakeholders. Besnik Vrellaku , CEO of Salesflow.io , reinforces this approach: The biggest lesson is that once someone leaves the organization, changes roles internally, or even loses influence from other stakeholders as consensus shifts, you find yourself losing a bargaining chip on the deal.

Value Proposition 52

Value Proposition Stakeholders Decision-making Prioritization 52

Nutshell

AUGUST 6, 2018

Customer Nurturing Sales Process Templates. Customer Success Pipeline. Gather more information on the prospect in advance of a formal presentation; learn as much as possible about their company operations, desired outcomes, and the specific needs of all stakeholders. PASS TO ONBOARDING. CREATE LIST OF STAKEHOLDERS.

B2B 48

B2B Negotiation Stakeholders Decision-making 48

DemandFarm

JANUARY 12, 2025

These elements are often challenging to maintain in organizations where sales, marketing, and customer success operate in silos. This is where Revenue Operations (RevOps) comes into play, unifying these teams under a cohesive framework to drive predictable growth and enhance the customer experience.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 52

Insightly

DECEMBER 15, 2021

Here is the CRM implementation process we developed over the years to use whenever onboarding new customers and how you can make it work for your company. 10 Steps To Successful CRM Software Implementation. Onboard And Train Your First CRM Users . Involve all members of your team and show them how the system works. .”

CRM 97

CRM Onboarding Software Software 97

DemandFarm

NOVEMBER 27, 2024

“We know the entire journey of this customer, thanks to sales and marketing,” said no customer success manager, ever. The traditional silos between marketing, sales, and customer success is a recipe for disaster. Often, marketing effectiveness suffers due to misalignment with sales or customer success.

Artificial Intelligence 40

Artificial Intelligence Key Account Management Decision-making Account Growth 40

DemandFarm

OCTOBER 23, 2024

This process involves multiple product demonstrations, engaging with IT, procurement, and finance stakeholders, and significant customization to meet the client’s needs. Compared to small or mid-sized business (SMB) sales, enterprise sales typically entail a longer decision-making process, more resources, and more stakeholders.

Key Account Management 40

Key Account Management Account Management Management Procurement 40

SmartKarrot

FEBRUARY 3, 2022

Role: VP Customer Success – BetterUp Care Location: Remote, San Francisco, CA, US Organization: BetterUp As a VP of Customer Success, you will build and lead a world-class customer success organization for BetterUp Care. Develop customer advocacy and secure customer success stories and references.

Customer Success 19

Customer Success Onboarding Stakeholders Account Management 19

SmartKarrot

AUGUST 16, 2022

Role: Director of Customer Success Location: Cambridge, MA, US Organization: Volta Labs, Inc. As a Director of Customer Success, you will build out and lead the customer success organization that includes customer service and field applications scientists.

Customer Success 19

Customer Success Onboarding Stakeholders Client Relationships 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

OCTOBER 19, 2022

Role: Head of Customer Success Location: San Francisco, CA, US Organization: Tread As a Head of Customer Success, you will be leading a team of Customer Success individuals. Setting Customer Success strategy and defining OKRs. Representing the voice of the customer in all of the interactions.

Customer Success 19

Customer Success Onboarding Client Onboarding Banking 19

SmartKarrot

NOVEMBER 23, 2021

Role: Director of Customer Success Location: San Francisco Bay Area, US (On-site) Organization: Gorgias As a Director of Customer Success, you will create and execute scalable strategies to improve customer engagement, CSAT, product usage, and retention. Create a fun and competitive global environment.

Customer Success 19

Customer Success Onboarding Facilitation Stakeholders 19

SmartKarrot

MARCH 10, 2023

Role: Senior Customer Success Manager Location: London Area, United Kingdom (Remote) Organization: Zappi As a Senior Customer Success Manager, it will be your primary responsibility to ensure that our clients are getting the most out of our platform.

Customer Success 19

Customer Success Stakeholders Onboarding Healthcare 19

SmartKarrot

MARCH 17, 2022

Role: Customer Success Director – SMB Location: Remote, Atlanta, GA, US Organization: ON24 As a Customer Success Director, you will manage and provide escalation and support for CSMs in your group. Responsible for reporting Churn and Downsell metrics to the VP of Customer Success.

Customer Success 19

Customer Success Customer Life Cycle Stakeholders Onboarding 19

SmartKarrot

DECEMBER 15, 2021

Own the execution and performance of the Customer Success organization. Use data (KPIs, customer outcomes, etc.) Bring new and impactful ideas and best practices to the Customer Success organization. Advocate for the customer to internal stakeholders.

Customer Success 19

Customer Success Onboarding Stakeholders Innovation 19

SmartKarrot

JANUARY 3, 2023

Director of Customer Success Location: Remote, United States Organization: ABC Fitness Solutions As a Sr. Director of Customer Success, you will build a world-class Customer Success team. Indirectly lead a team of 41 across Onboarding & Implementation and Success.

Customer Success 19

Customer Success Onboarding Suppliers Stakeholders 19

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

SmartKarrot

SEPTEMBER 27, 2021

Role: Director of Customer Success (Nonprofit) Location: Remote, San Francisco, CA Organization: Windfall As a Director of Customer Success, you will train, develop, and mentor a team of Customer Success Managers. Deliver onboarding and ongoing user training.

Customer Success 19

Customer Success Stakeholders Onboarding Government 19

SmartKarrot

JUNE 3, 2022

Role: Customer Success Associate Director Location: New York, NY, US Organization: Wunderkind As a Customer Success Associate Director, you will mentor and inspire a small team of high-performing Customer Success Managers & Associates. Manage internal stakeholders along with external ones.

Customer Success 19

Customer Success Facilitation Onboarding Stakeholders 19

PandaDoc

MAY 31, 2024

A well-defined sales process map involves key stakeholders, breaking down the stages and naming them accordingly, with various media employed to visualize the map, and tracking the progress through key sales metrics. Onboarding : Structured steps and actions in a sales map enable smoother training and onboarding of new team members.

Sales 52

Sales e-Learning CRM Stakeholders 52

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption.

Customer Success 19

Customer Success Onboarding Stakeholders Client Relationships 19

SmartKarrot

JUNE 1, 2022

Lead, grow, and energize the Customer Success team. Motivate Customer Success Managers to drive engagement and exceed performance goals for each quarter. Define operational metrics for the Customer Success organization. Solve customer issues, handle customer escalations, find solutions, remove roadblocks.

Customer Success 3

Customer Success Onboarding Stakeholders Customer Experience 3

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

MARCH 29, 2022

Role: Customer Success Director (West – Remote) Location: Remote, San Francisco, CA, US Organization: Included Health As a Customer Success Director, you will serve as the primary relationship owner, achieving trusted advisor status with customer contacts. Design and deploy a retention strategy.

Customer Success 19

Customer Success Transportation Client Relationships Onboarding 19

SmartKarrot

AUGUST 25, 2021

Partner with Sales, Product, and Clinical in the development of new technologies/products/tools to support expansion and success. Drive and scale a seamless customer onboarding process as we grow through seamless implementations and onboarding processes.

Customer Success 19

Customer Success Onboarding Stakeholders Management 19

SmartKarrot

DECEMBER 13, 2021

Role: Associate Director, Customer Success Location: Remote, New York, NY, US Organization: Wunderkind As an Associate Director of Customer Success, you will mentor and inspire a small team of high-performing Customer Success Managers & Associates. Continuously learn about the ever-changing industry.

Customer Success 19

Customer Success Onboarding Stakeholders Publishing 19

SmartKarrot

JANUARY 17, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Givelify As a Director of Customer Success, you will collaborate cross-functionally with Marketing, Revenue Operations, and Data Science/Analytics teams to own, develop, and execute strategies to increase customer retention and lifetime value at scale.

Customer Success 19

Customer Success Onboarding Partnership Management Stakeholders 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

SmartKarrot

FEBRUARY 8, 2022

Role: Strategic Customer Success Director Location: Indianapolis, IN, US Organization: Wunderkind As a Strategic Customer Success Director, you will mentor and inspire a small team of high-performing Customer Success Managers & Associates. Follow-up on support ticket escalations.

Customer Success 19

Customer Success Onboarding Stakeholders Publishing 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. Developing a trusted advisor relationship with key stakeholders and executive sponsors.

Customer Success 3

Customer Success Client Onboarding Onboarding Stakeholders 3

SmartKarrot

JUNE 19, 2023

Role: Customer Success Manager Location: United States (Remote) Organization: CryptoRecruit As a Customer Success Manager, you’ll be the main point of contact for clients and cultivate enduring connections. Putting our CS playbooks into practise for real customers. Predict and monitor important account data.

Customer Success 19

Customer Success Onboarding Stakeholders Account Management 19