Red Star Kim

APRIL 12, 2023

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. Another aspect of the culture shock is that in professional services we refer to clients rather than customers.

Media 100

Media Marketing B2C Stakeholders 100

Nutshell

MAY 21, 2024

Reporting & analytics in Nutshell Learn more about Nutshell’s reporting and analytics features SEE REPORTING FEATURES Compliance and regulatory reporting Remaining compliant with industry regulations is essential in any industry, but even more so when managing finances. Basic document management and sharing services start at $17.30

Financial Services 71

Financial Services Software Software Cybersecurity 71

QYMATIX

APRIL 27, 2021

For supporting AI tools that facilitate/improve routine activities, it is not advisable to develop them yourself. That is true for areas outside your core business, such as sales, HR, customer service, finance, and accounting. And who wants to be dependent on a vendor for their core business? Have you not heard of Salesforce?

Artificial Intelligence 52

Artificial Intelligence Software Software B2B 52

SBI

JUNE 28, 2021

Once sellers are past their onboarding period, you should be observing their sales KPI’s, so that you can provide proactive recommendations for additional training to those falling behind. Q: What steps can Sales Enablement leaders take to best facilitate their prospects’ decision-making given that interactions are likely remote?

Sales 34

Sales Onboarding Finance Decision-making 34

SmartKarrot

JANUARY 28, 2022

Expand Impact’s presence in the client organizations by developing relationships and facilitating strategic review sessions with senior-level people that have decision-making authority. Work closely with the Account Executives to facilitate the smooth transition from the sales cycle to onboarding. Apply here: [link].

Customer Success 19

Customer Success Onboarding Value Proposition Facilitation 19

PandaDoc

MAY 28, 2024

Customer knowledge even transfers to other areas, such as improving client onboarding. You want to facilitate a productive conversation by using the right environment. Sectors such as retail, healthcare, finance, and software all work with consultative selling. Sure, you like tuna steaks, but that’s not what you wanted.

Sales 52

Sales e-Learning Healthcare Software 52

SmartKarrot

MAY 23, 2022

Role: Director of Customer Success – North America Location: New York, NY, US (On-site) Organization: Leapsome As a Director of Customer Success, you will establish the best customer experience across the customer journey with onboarding, support, account management and upselling and turn the customers into advocates.

Customer Success 19

Customer Success Account Management Onboarding Finance 19

Insightly

NOVEMBER 22, 2022

Because it automatically stores every bit of data related to prospects, leads, sales activities, deals and performance, it lets you generate high-level reports to facilitate accurate decision-making. However, the key to the successful implementation of a CRM system lies in effective onboarding and training. . Worry about integrations?

CRM 52

CRM Sales e-Learning Decision-making 52

SmartKarrot

NOVEMBER 10, 2021

Responsible for conducting project kickoff meetings, defining project scope, facilitating technical/operational requirements identification, project budget or anticipated savings, and establishing a framework for the management of ongoing project activities. Own and guide your low touch clients’ onboarding implementation.

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

SmartKarrot

JANUARY 6, 2022

Facilitate onboarding, fulfillment, training, and ongoing account review and modification across several business divisions. Be the customer’s voice across teams by partnering with Sales, Marketing, Product, Professional Services and Finance Teams. Meet quarterly goals to support corporate initiatives.

Customer Success 3

Customer Success Finance Account Growth Facilitation 3

SmartKarrot

JUNE 30, 2022

Facilitate communication of new features or product improvement requests between customers and the meQuilibrium Product Management team. Collaborates internally with different teams, such as finance, legal, marketing, support, etc. Represent the voice of the customer to inform the sales process and product roadmap.

Customer Success 19

Customer Success Finance Facilitation Communication 19

SmartKarrot

MAY 3, 2021

Appreciate how far the field has come–from delivering onboarding and adoption outputs to achieving major corporate and customer outcomes like customer ROI and retention. What does _ (finance, legal, sales, marketing, etc.) How can we best facilitate this? Leadership and the Customer Success Profession. What’s Next.

Customer Success 19

Customer Success Leadership Finance Facilitation 19

Zendesk

JUNE 15, 2023

Takeaway: Set yourself up as the person who knows how to tap into employees’ potential and facilitate change. The resume above notes how the applicant developed the training modules used to onboard new associates. You can take a similar approach crafting a call center resume for different industries, like e-commerce and finance.

Retail 52

Retail Leadership Interpersonal Skills Software 52

SmartKarrot

JUNE 15, 2021

If you are scarce on resources like finance, you can bring sales, product, and support teams together to improve customer success and fine-tune collaboration. Facilitate data literacy by ensuring team members are well trained and understand data complexities. Understand their problem solving process and how they measure success.

Customer Success 19

Customer Success Decision-making Finance Facilitation 19

SmartKarrot

MARCH 2, 2023

To address difficulties brought up by your consumers, collaborate with business partners in the areas of law, finance, contracts, and operations. Facilitate the seamless onboarding of new customer accounts by serving as a key project participant for each deployment and the new client’s primary point of contact.

Customer Success 15

Customer Success Finance Negotiation Facilitation 15

SmartKarrot

OCTOBER 23, 2020

Apply here: [link] Role: Customer Success Director Location: London, England Metropolitan Area, UK Organization: Thunes As a Customer Success Director, you will set the overall strategic plan and framework for the onboarding of customers, streamlining the process to drive customer onboarding outcomes.

Customer Success 10

Customer Success Onboarding Finance Facilitation 10

SmartKarrot

AUGUST 18, 2020

This might include (but not limited to): onboarding new products, introducing new features, overseeing the upgrade process, ensuring the resolution of customer issues, facilitating strategic discussions around alternate uses of Relativity. Apply here: [link]. Role: Customer Success Manager Location: Newyork, US Organization: People.ai

Customer Success 10

Customer Success Onboarding Finance Facilitation 10

SmartKarrot

JUNE 18, 2021

Role: Associate Director, Customer Success Location: Remote, United States Organization: AKASA As an Associate Director of Customer Success, you will demonstrate revenue cycle expertise by conducting customer onboarding and implementation activities such as process mapping or workflow review.

Customer Success 10

Customer Success Onboarding Client Onboarding Finance 10

SmartKarrot

FEBRUARY 11, 2021

Develop and implement customer lifecycle management processes to ensure seamless customer onboarding and ongoing customer satisfaction. Designing and executing customized onboarding programs helping customers achieve their security program goals through the use of Snyk’s suite of products. Aid clients in achieving their goals.

Customer Success 10

Customer Success Onboarding Healthcare Finance 10

SmartKarrot

FEBRUARY 17, 2021

Hire and onboard new team members who will quickly become strong individual contributors. Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. Coordinate finance and billing on behalf of customers. Collect, collate and report performance and product feedback to stakeholders.

Customer Success 10

Customer Success Value Proposition Onboarding Stakeholders 10

SmartKarrot

MARCH 29, 2021

Working cross-functionally with other internal teams such as product, marketing, operations, and finance to ensure Resonate meets customers’ business objectives and expectations with Resonate’s products/solutions. Develop training material and knowledge center articles to help educate and onboard the customers.

Customer Success 10

Customer Success Onboarding Finance Account Management 10

SmartKarrot

JULY 28, 2021

Work collaboratively with various departments, including Sales (Account Management and New Business), Content, Revenue Operations, Marketing, Finance, Technology, Product, and Design to ensure your team’s needs and the customer’s needs are being met. Drive the customer onboarding process for purchased solutions.

Customer Success 10

Customer Success Onboarding Finance Facilitation 10

SmartKarrot

MAY 20, 2021

Drive and scale a seamless customer onboarding process as we grow through seamless implementations and onboarding processes. Work cross-functionally with product, engineering, sales, marketing and other teams to facilitate resolution of technical or product issues and work towards their stated goals.

Customer Success 10

Customer Success Value Proposition Onboarding Stakeholders 10

SmartKarrot

FEBRUARY 12, 2021

Onboarding, Training, Customer Support, User Advocacy for Global Clients (Users in over 80 countries). Create an onboarding process for new team members. Optimize customer engagement, retention, renewals & account growth across real estate and business (Auto, Finance, Digital, etc). Unlock value at every level.

Customer Success 10

Customer Success Transportation Insurance Financial Services 10

SmartKarrot

MARCH 3, 2021

Develops a playbook for CSM/CSA to follow for a particular account, including a plan of attack for onboarding & kick-off call. Escalates needs across product, engineering, marketing and finance teams to ensure client needs are met. Escalating needs across product, engineering, marketing and finance teams as appropriate.

Customer Success 10

Customer Success Finance Facilitation Account Development 10

SmartKarrot

DECEMBER 3, 2020

It is their duty to partner with the other teams, mainly marketing and finance, and gel up quickly. Aside from this, they delve into the facilitation of the development of the accountability action chain. . A CCO facilitates the working together as a team and willowing the siloes away. Onboard new prospects.

Customer Success 10

Customer Success Onboarding Facilitation Finance 10

SmartKarrot

JULY 28, 2020

Facilitate account growth and promote customer priorities, strategic initiatives as well as operational goals. Work with the internal teams such as Engineering, Sales, Accounting and Finance as required to address or resolve customers concerns. Manage the on-boarding, rollout, and account management from sales to renewals.

Customer Success 10

Customer Success Account Management Account Growth Finance 10

SmartKarrot

APRIL 22, 2022

Focus on customer onboarding. For a B2B company, it is always a good practice to have a customer onboarding process in place. The onboarding process can include video tutorials, welcome emails, educational guides, etc. For customers, these programs are beneficial in terms of finance or value.

B2B 10

B2B Value Proposition Banking Onboarding 10

SmartKarrot

DECEMBER 11, 2020

Develop and maintain a clear understanding of the organizational and leadership structure of client organizations to serve as an asset for escalation, expansion, analytics, marketing or finance, engineering, support. Work with the Customer Support, Sales, and Product teams to facilitate a seamless customer onboarding process.

Customer Success 10

Customer Success Finance Innovation Facilitation 10

SmartKarrot

JULY 6, 2020

Several tasks (reporting, self-onboarding/service, email follow-ups, training modules, satisfaction surveys, FAQs) can be automated to provide a basic level of customer service to all clients, while human interaction is reserved for more complex issues/high-level clients. work together. Their role could involve sales and service.

Customer Success 10

Customer Success Onboarding Remote Working Internet 10

SmartKarrot

JULY 30, 2020

Managing customer success activities like onboarding, training, customer support etc. A CSM is also responsible for onboarding the new customers. Manage and monitor the project’s finance, schedule and scope. Facilitating change management and training internal staff to cope with the customer’s technical operations.

Customer Success 10

Customer Success Onboarding Finance Facilitation 10

SmartKarrot

OCTOBER 9, 2020

Further, it facilitates the overall implementation of your products and services successfully. It can also access the client’s satisfaction at every level of their interaction with you, such as, during the onboarding, or while a purchase point. Not only that, it develops, builds, and strengthens relationships with your customers.

Customer Success 10

Customer Success Finance Acquisition Facilitation 10

SmartKarrot

FEBRUARY 7, 2022

Onboarding new customers. Once the opportunity has been converted, it is the job of the customer success team to meet with the customer and onboard them with your product. Thus, it facilitates better customer conversations. Level up your CS operations using SmartKarrot.

Customer Success 10

Customer Success Stakeholders Software Software 10

SmartKarrot

FEBRUARY 3, 2022

The platform is intended for use in the industries of e-commerce, consumer goods, education, real estate, and insurance and finance. Businesses can use Unico’s facial recognition service to improve onboarding and security. Vindi is an online payment platform that facilitates recurring bill payments. Founded in: 2017.

e-Learning 10

e-Learning Banking Transportation Financial Services 10