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. call centers.

Call Center 62

Call Center Telemarketing Government Healthcare 62

SmartKarrot

NOVEMBER 2, 2022

Retain, attract, mentor, organize, and manage a high-performance team, fostering a culture of ownership, accountability, and ethical behavior. Be the voice of the customer, driving proactive cross-functional alignment and collaboration internally with key stakeholders in Sales, Product, Engineering, and Finance.

Finance 19

Finance Accountability Upselling Consulting 19

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

JANUARY 28, 2022

Maintain a balanced proactive/reactive relationship with your assigned accounts. Partner with the Sales organization to uncover and capitalize on upsell and expansion opportunities. Dedicated duties include account monitoring, regular check-ins, and relationship building.

Upselling 19

Upselling CRM Finance Benchmark 19

ChurnZero

MARCH 18, 2022

Speaker: Dave Kellogg , Principal, Dave Kellogg Consulting. My first answer is – just as a business finance-oriented person and former CEO – I like the notion of each CSM having their own MRR. But I don’t want to disincentivize my best CSMs from taking the hardest accounts. Q&A recap. A [Dave]: It’s really hard.

SaaS 98

SaaS Metrics Enterprise Surveys 98

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. Supporting the account team in preparing customer periodic business reviews.

Advertising 19

Advertising Customer advocacy Finance Best practices 19

SmartKarrot

DECEMBER 9, 2021

Role: Customer Success Director Location: Remote, United States Organization: Vonage As a Customer Success Director, you will maintain a portfolio of accounts with low churn, high adoption, and high health scores. Cross Sell/Upsell other Vonage products and services. Help mentor and train new Customer Success Managers.

Engineering 19

Engineering Finance Accountability Government 19

CSM Practice

JULY 24, 2019

The customer-centric mindset entails making major decisions while taking customer needs and customer journeys into account. Sales – The CSM can identify expansion, cross-sells, upsells or renewal opportunities that customers might be interested in while assisting them to close more deals.

Customer centricity 45

Customer centricity Feedback Finance Upselling 45

SmartKarrot

DECEMBER 3, 2021

Continue to drive a company-wide culture of CS, working with Sales, Finance, Product (to influence roadmap), and Marketing to maximize resources available to the team. Identify opportunities and lead upsell/cross-sell deals from start to finish. Through monthly and quarterly interaction become the trusted advisor to your customers.

Customer advocacy 19

Customer advocacy Technical Support Education Finance 19

CustomerSuccessBox

JULY 8, 2020

Voicing similar opinions, Jay suggested that you should sit with our CFO and finance team and put together a concession playbook. Consulting. Temporarily pause billing instead of losing the account. Consulting and Professional Services. Temporarily pause billing instead of losing the account. Discounting.

Customer retention 52

Customer retention SaaS Consulting Consulting 52

SmartKarrot

JANUARY 6, 2021

Get alignment with ELT, Sales, Marketing, Product, and Finance around Customer Success strategy and execution. Accountable for successful adoption and value realization for the products and services the customers have purchased and identify new opportunities to expand value within a customer. Apply here: [link].

Upselling 10

Upselling Accountability Best practices Finance 10

SmartKarrot

AUGUST 3, 2020

You will lead Textio deployment with customers and lead renewal and expansion conversations on your accounts. You will apply a consultative approach to identify upsell opportunities and create a fan base amongst clients. You will be interfacing with different teams like Sales, Operations, Support, Finance etc.

Finance 10

Finance CRM Upselling Accountability 10

SmartKarrot

MARCH 9, 2021

Work with Finance to ensure accurate reporting of success metrics. Develop and maintain annual account plans and present them to Senior Leadership Team. Support Sales when upsell opportunities are identified. Heavily influence the product roadmap with Product Management through the advocacy of customer needs.

Enterprise 10

Enterprise Finance Upselling Metrics 10

SmartKarrot

SEPTEMBER 23, 2022

To develop excellent customer experiences , consultants have worked hard to assist businesses in recognizing the magnitude of customer scores. Increase the likelihood of upsells? Asana, for instance, utilizes an Account Health Score metric to assess a team’s performance, location, and payment history. The entire list?

Metrics 10

Metrics Finance Upselling Accountability 10

SmartKarrot

SEPTEMBER 23, 2022

To develop excellent customer experiences , consultants have worked hard to assist businesses in recognizing the magnitude of customer scores. Increase the likelihood of upsells? Asana, for instance, utilizes an Account Health Score metric to assess a team’s performance, location, and payment history. The entire list?

Metrics 10

Metrics Finance Upselling Accountability 10

SmartKarrot

AUGUST 16, 2022

Business consultants Human resource Consultants Lawyers Accountants. All things renewal, upsell, and other expansion formats can be considered. For example: If your product is a finance solution, the main users would be the customer’s finance team. QBRs aim to determine whether business goals are met or not.

Chief Customer Officer 10

Chief Customer Officer Benchmark Finance Metrics 10

ChurnZero

JUNE 15, 2023

With less budget to go around, some SaaS companies are merging customer success and account management into one function that’s responsible for an account’s business strategy, product adoption, and value realization, as well as its renewal and expansion. number of daily logins) to the account level.

CRM 96

CRM Sales Accountability Analytics 96

JustCall

SEPTEMBER 13, 2022

According to research by the Boston Consulting Group, “RevOps has emerged as a high-impact way to accelerate revenue growth and go-to market (GTM) operations efficiency through tighter alignment of the marketing, sales, and customer teams.” This includes the customer success, sales, marketing, and account management teams.

Finance 52

Finance Accountability Consulting Consulting 52

ClientSuccess

MARCH 5, 2020

More and more companies are looking to customer success teams to help guide their overarching business strategy (even in sales, marketing, and product) and to help manage and cultivate long-term account growth. Consideration #2: Clear organization of customer accounts and responsibilities. A close second, however, is metrics.

SaaS 64

SaaS Finance Benchmark Upselling 64

ClientSuccess

MARCH 5, 2020

More and more companies are looking to customer success teams to help guide their overarching business strategy (even in sales, marketing, and product) and to help manage and cultivate long-term account growth. Consideration #2: Clear organization of customer accounts and responsibilities. A close second, however, is metrics.

SaaS 52

SaaS Finance Benchmark Upselling 52

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. Sales Intelligence Tools.

Sales 52

Sales B2C call center software B2B 52

SmartKarrot

APRIL 29, 2021

Own 50+ strategic accounts including large universities, health systems, and national nonprofit organizations. Build relationships and maintain the health of your accounts. Act as a consultant in shopping and e-commerce, ideally with a deep understanding across ChargeAfter’s target verticals.

Finance 10

Finance Accountability Upselling Engineering 10

ChurnZero

MARCH 27, 2020

” As New York Magazine shares , during a postmortem, a Microsoft employee attributed Clippy’s fatal flaw to being “optimized for first use”—only taking into account novice Microsoft users. Example: Show the “Super Admin” WalkThrough for users who are “Admin” users at “Enterprise” accounts that have been “Onboarded.”.

Education 52

Education Upselling Personalization Finance 52