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June 14 – Customer Success Jobs

SmartKarrot

Role: Customer Success Manager Location: San Francisco, CA, United States (Remote) Organization: Beyond As a Customer Success Manager, you’ll be securing possibilities for new product upsells, existing product upgrades, and yearly subscription renewals. If necessary, do follow-up or refresher training.

APIs 19
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How to Deliver a Personalized, Automated Customer Experience

Solvvy

Automation and personalization also serve an important role in retention, sales enablement, and upsell opportunities. Armed with this information, Solvvy’s Workflow API pulls customer information from your backend to then personalize support answers or steps.

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Top 7 Customer Success Email Templates that your team needs!

CustomerSuccessBox

Find your access credentials and API key information below. An API key is available under xxxxxxxxxxxxxxxxx Technical Resources Also find the resources for your tech team, if they wish to review. Use the following template to remind your customers about the overdue invoice in their account. Hi First Name Yuppi!!

APIs 52
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ChurnZero’s Greatest Hits from 2020 Feat. Top 10 Blog Posts and Other Noteworthy News

ChurnZero

A relic from bygone days of old-school Account Management, QBRs are a classic, but not timeless, practice; one that feels perfunctory and misplaced in today’s always-connected, data-enriched landscape. The SaaS Debate: Who Owns the Renewal and Upsell? Rethinking the Quarterly Business Review (QBR). Customer Success vs. Sales.

SaaS 98
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Advance from Personalization to Customer Journey Orchestration

Pointillist

Take, for example, a customer desiring to move money from one account to another via their mobile phone. In contrast, organizations that use a journey-based approach can take a much more comprehensive set of behaviors into account—including inaction in a parallel Device Activation Journey. Their goal is to expand their service.

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The Effective way to Sales, Customer Success, and Implementation Handoff

CustomerSuccessBox

This is also the preferred method for high-priority accounts. Complete Account Information : Customer company name, the industry they are in, product-market fit, company size, and contract information. But with how tricky the danger zone is, you will find CSMs grasping at straws during account handovers.

Sales 52
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6 Remedies for Unhealthy Customer Symptoms

Amity

For instance, they knew it took 20 seconds to integrate a Twitter account. Stripe has multiple extensions and API opportunities that enable you to manage credit card expirations. They’re likely great candidates for upsells, as they go out of their way to use the product instead of cancelling.

APIs 76