JustCall

AUGUST 7, 2023

The consultative nature of conversational sales unlocks opportunities for businesses to leverage artificial intelligence technologies for sale. This means that it takes into account customer preferences, purchase history, browsing patterns, etc., to recommend products and services.

Chatbots 52

Chatbots Sales Surveys Upselling 52

Robert Davis

MARCH 2, 2017

Our success has provided a solid foundation, giving our company the reputation for being one of the best full-service training, coaching and facilitation consultancies in the marketplace. Additionally, RCDA consultants are experts in modeling and mentoring the correct behaviors at all levels within the organization. to 9.27.

Call flow 48

Call flow Coaching Telecommunications Customer retention 48

SmartKarrot

OCTOBER 3, 2022

Recruit, hire, mentor and coach Customer Success team members. Mentoring and coaching cover both Customer Success practices and processes as well as industry and solution expertise. Foster relationships and uncover additional client needs while also generating referrals/leads to other clients and consultants.

Upselling 19

Upselling Coaching Best practices Consulting 19

SmartKarrot

JANUARY 17, 2023

Collaborate with Account Executives to identify expansion opportunities and be the voice of the customer. Provide remote support for online inquiries and run virtual consultations with prospective customers. Upsell services and continue to prove company value to customers. Apply here: [link]. Apply here: [link].

Upselling 19

Upselling Technical Support Consulting Consulting 19

Global Response

JANUARY 31, 2024

The Health Insurance Portability and Accountability Act (HIPAA): HIPAA applies to call centers handling healthcare information , and ensures that patient’s data is protected. What’s more, it allows them to strategically upsell and cross-sell while fully remaining in line with U.S. After training, consistently monitor calls.

Call Center 62

Call Center Telemarketing Government Healthcare 62

SmartKarrot

NOVEMBER 8, 2022

Support the Business of Law sales teams (both new business and account management) throughout the new client and renewal sales cycles. Proactively guide the performance of each team member against pre-defined KPIs and mitigate risks through skills coaching as required. Recruit, hire, mentor and coach Customer Success team members.

Coaching 19

Coaching Customer advocacy SaaS Strategic Value 19

SmartKarrot

JUNE 2, 2023

Create a network of champions within each account using coaching, education, and powerful influencing abilities. As a Customer Success Manager, you’ll provide product consultancy and training remotely or on-site. Whitespace potential for upselling. Keep your consumer communications on a regular schedule.

Education 19

Education Upselling Consulting Consulting 19

SmartKarrot

NOVEMBER 22, 2021

Maintaining records for client accounts. Collaborating with a variety of different departments to better serve the clients’ needs, such as the accounting and marketing departments. Execute all CSM duties to demonstrate value and secure account retention and growth. Communicating with customers and lenders directly.

Real estate 19

Real estate Technical Support Consulting Consulting 19

CustomerSuccessBox

JUNE 8, 2022

Either they’re not getting the right results, or they’re struggling with, you know, showing value internally struggling with earn struggling with upselling, actually, I would say that that’s my forte, like value management to customers and increasing upsell. Q: Please introduce yourself. That should the churn.

Management 52

Management Upselling Accountability Metrics 52

SmartKarrot

SEPTEMBER 7, 2022

Partner with Sales, Account Management, and Implementation teams to ensure effective success plans are in place for existing and incoming customers. Work alongside the C-level sales leaders within accounts to create data-driven solutions for supercharging sales. Manage and coach the inbound phone team.

Customer advocacy 19

Customer advocacy Coaching Upselling B2B 19

SmartKarrot

MAY 6, 2022

Maintain the CSM Playbook which covers all necessary tactical and strategic team initiatives, e.g., account hand-off and kick-off, success plans, engagement levels, strategic business reviews, etc. Drive and manage the weekly red account escalation process for clients through to resolution.

Journey mapping 19

Journey mapping Coaching Government Upselling 19

JustCall

FEBRUARY 11, 2022

Upselling, and cross selling products and sellers. Key Account Manager: A key account manager is an entry level to mid level sales job. One of the main objectives of a key account manager is to develop trust relationships with clients so they don’t end up turning to competition. Adopt Modern Sales Coaching Technique.

Sales 52

Sales B2C call center software B2B 52

SmartKarrot

DECEMBER 2, 2022

Role: Customer Success Manager Location: Sydney, New South Wales, Australia (Hybrid) Organization: Jenkin Beattie As a Customer Success Manager, you will develop and manage key accounts achieving mutual goals whilst seeking growth within each account. Retain and grow client base through identifying cross/upsell opportunities.

Customer advocacy 19

Customer advocacy Upselling Accountability Coaching 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.

Best practices 19

Best practices Call Center Benchmark Government 19

SmartKarrot

JANUARY 27, 2022

Collaborate with a broad range of technical, operational, and clinical experts to deploy and expand Fathom’s services within accounts. Provide reporting on account progress and forecasts. Provide mentorship and coaching to junior members of the customer success team. Contribute to Customer Success playbooks and resources.

Upselling 19

Upselling Enterprise Accountability Feedback 19

Amity

MAY 9, 2016

We sat down with Julie Persofsky , VP of Customer Strategy and Account Management, to discuss how Customer Success has evolved at Influitive over the last 4 years. When I was a Customer Success Manager at Eloqua, the role was managing accounts (Renewals, Upsells, Cross-Sells, Success Planning).

Coaching 56

Coaching Upselling Accountability Sales 56

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.

Finance 19

Finance Upselling Consulting Consulting 19

SmartKarrot

NOVEMBER 17, 2021

Role: Director of Customer Success Location: Santa Clara, CA, US (Hybrid) Organization: LeanData As a Director of Customer Success, you will lead, coach and mentor a team of Customer Success Managers across enterprise and large commercial accounts. Develop key relationships with executives and decision-makers at the customer base.

Upselling 19

Upselling Accountability Coaching Metrics 19

Amity

OCTOBER 31, 2016

Almost immediately, we started to scale the team to enable us to be more proactive to ensure we were able to do all the things that Customer Success does best: onboarding, coaching, renewals, upsell, support, and services. If I had to sum it up, everything post-sale is the domain of the Customer Success team.

Coaching 0

Coaching Engineering Upselling Marketing 0

SmartKarrot

DECEMBER 17, 2021

Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential. Building relationships with customers as trusted advisor to support and consult on their social strategies. Identify opportunities for account growth within your managed accounts.

Upselling 19

Upselling Revenue potential Accountability Coaching 19

SmartKarrot

MARCH 1, 2023

Role: Director of Customer Success Location: Toronto, ON, Canada (Remote) Organization: Sales Talent Agency As a Director of Customer Success you’ll be directing a group of six (soon to be seven) account managers who now look after 600+ accounts ranging from mid-market to enterprise. Be data-driven in all you do.

Enterprise 19

Enterprise Upselling Accountability Coaching 19

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. Identify and execute growth opportunities tied to upsell, cross-sell, and expansion.

Education 19

Education Upselling Customer centricity Coaching 19

Help Scout

SEPTEMBER 18, 2018

Yes, and … is the ultimate “ upselling ” tool. While it may not seem like upselling to offer free things, like going to a webinar or using features already on the plan they’re trying, the more they engage with the team and the product, the likelier they are to buy and stick around as happy, healthy customers.) Really well.

Coaching 40

Coaching Customer centricity Upselling Sales 40

SmartKarrot

SEPTEMBER 29, 2022

Role: Director, Client Success Location: New York, NY, US (Hybrid) Organization: Grubhub As a Director of Client Success, you will manage the stellar Corporate Accounts Client Success team, overseeing all new client implementation, client retention and satisfaction and client up-sells for the Grubhub’s corporate accounts team.

Finance 19

Finance Upselling Accountability Coaching 19

SmartKarrot

APRIL 18, 2022

Drive employee engagement and a high-performance culture within the teams, ensuring effective performance management, coaching, and development of the teams, and creating an environment where people can excel through accountability, encouragement, and empowerment. Drives innovation, best practices, and process improvement.

Advertising 19

Advertising Customer advocacy Finance Best practices 19

SmartKarrot

APRIL 22, 2022

Role: Client Success Director – Public Sector Location: Owings Mills, MD, US Organization: CareFirst BlueCross BlueShield As a Client Success Director, you will manage and develop a set of assigned accounts to increase productivity and sales of company products. Taking responsibility for contract renewal and upselling.

Technical Support 19

Technical Support Upselling Coaching Accountability 19

Amity

APRIL 7, 2017

Referrals entail upsell and cross-sell opportunities your customer success team helped accomplish. Referrals can be expressed in the total number of deals, the number of accounts or AVC, ARR, and MRR. In fact, experienced customer success executives do not even start their budget process without talking to their accounting team first.

Chief Customer Officer 67

Chief Customer Officer Metrics Consulting Consulting 67

SmartKarrot

OCTOBER 22, 2021

Holds direct responsibility for identifying opportunities and closing additional revenue from assigned clients, including upselling and cross-selling of related services; accountable for client renewal and retention results. Accelerate customers’ time-to-value through consultative outreach and coaching.

Brand ambassadors 19

Brand ambassadors Education Upselling Consulting 19

SmartKarrot

SEPTEMBER 7, 2021

Manage and hire a team of CSM’s and coach them into a high-performing team. Develop and expand customer accounts by driving product usage and increasing user base in customer accounts. Execute consulting projects with customers. Ensure a successful and robust onboarding experience for all new customers.

Upselling 19

Upselling Coaching Accountability Sales 19

SmartKarrot

OCTOBER 21, 2021

Work collaboratively with Sales leadership to ensure a consistent handoff experience to the Account Management team through CSQL’s. Coach, mentor, and develop a team of Customer Success Managers for upward growth at both the IC and Manager level. Consult with instructors on implementation and curriculum design.

Upselling 19

Upselling Accountability Customer centricity Coaching 19

SmartKarrot

MARCH 8, 2022

An exceptional thought leader and a brilliant coach to thousands of executives, Allison Pickens, is a leading expert on recurring revenue growth. With over 30 years in the industry, Annette is a professional coach, consultant, customer journey mapping facilitator, thought leader, and influencer. Allison Pickens. Annette Franz.

Chief Customer Officer 21

Chief Customer Officer Coaching Customer centricity SaaS 21

SmartKarrot

OCTOBER 11, 2021

Manage and grow existing relationships of Liven’s key enterprise accounts. Proactively work with brands and grow out account size and transacting volume and value. Be an industry-trusted expert and consultant, and guide key partners to early product adoption. Coach customers to be product experts.

Upselling 19

Upselling Accountability Coaching Best practices 19

CSM Practice

APRIL 17, 2017

Referrals entail upsell and cross-sell opportunities your customer success team helped accomplish. Referrals can be expressed in the total number of deals, the number of accounts or AVC, ARR, and MRR. In fact, experienced customer success executives do not even start their budget process without talking to their accounting team first.

Chief Customer Officer 40

Chief Customer Officer Metrics Accountability Consulting 40

SmartKarrot

JULY 1, 2021

Operational account planning, including account segmentation and capacity planning. Coach, mentor and guide the team in developing consultative and solution-based account skills. Partnering closely with Regional Sales Managers other internal stakeholders to provide input into account planning and drive growth.

Coaching 10

Coaching Upselling Consulting Consulting 10

SmartKarrot

FEBRUARY 10, 2021

Role: VP, Customer Success – AMERICAS Location: Fairfax, VA, US Organization: Daon As a VP Customer Success, you will ensure profitable delivery of customer deployments and consulting projects. Identify new sources of consulting services revenue. Manage the renewal process and identify upsell and cross-sell opportunities.

Upselling 10

Upselling Construction Technical Support Consulting 10

SmartKarrot

NOVEMBER 4, 2020

Serve your Customer Success Managers and their teams with one-on-one coaching and team development sessions. Develop and manage a stellar team of ‘Enterprise’ and ‘Growth Account’ Customer Success Managers. Lead online webinars, consultations, and one-on-one demos to educate customers on the features of our product.

Accountability 10

Accountability Upselling Consulting Consulting 10

SmartKarrot

APRIL 21, 2021

Identify the strategic priorities for the account and then prioritize, forecast, and enable execution. Drive and measure key performance metrics of this account such as volume trends, upsells, at risk activities, pipeline management, and the overall health of the relationship. Identify and recognize new sales opportunities.

Upselling 10

Upselling Metrics Accountability SaaS 10