CustomerSuccessBox

MARCH 17, 2022

A Customer Success playbook is a list of proactive, and best practice actions that CSMs must perform! It is a series of tasks that can be delegated to an account or a group of users at different points of their customer journey to help them adopt your product successfully. Upsell Playbook. Customer Advocacy Playbook.

Customer advocacy 52

Customer advocacy Upselling SaaS B2B 52

CustomerSuccessBox

DECEMBER 14, 2021

The goal of Sales would be to get the customer to commit to your product. It would be the goal of CS to drive value and find opportunities to expand revenue, once the customer is handed over. Upsells, Renewals, Cross-sells, etc. are the opportunities to expand the business revenue through existing customers.

Upselling 52

Upselling SaaS Customer advocacy B2B 52

CustomerSuccessBox

MAY 9, 2022

While your company can recruit additional Customer Success Managers and improve the customer experience, you’ll also need a Customer Success dashboard that provides revenue insights into every aspect of the customer journey. With more complex metrics, you can take your customer insights to the next level.

Metrics 52

Metrics Upselling Customer advocacy CRM 52

ClientSuccess

OCTOBER 22, 2019

As a CSM or customer success team manager, you’ve probably heard the term ‘customer advocacy’ tossed around a time or two. There’s no denying that this customer engagement trend is here to stay. The growth of customer advocacy has been a boon for customer success teams for a few reasons.

Customer advocacy 40

Customer advocacy SaaS Upselling Accountability 40

CustomerSuccessBox

MARCH 10, 2022

In order to do so, you need to roll out NPS and customer satisfaction surveys and collect the reviews. For customer advocacy, write case studies, and ask for referrals! Figure out the upselling opportunities and act upon customer retention. And get alerts whenever there is a need to pay attention to their accounts.

Management 52

Management Customer retention SaaS Customer advocacy 52

SmartKarrot

NOVEMBER 2, 2022

Strategic account management is a business practice involving activities like providing customers with the best support and services, thus increasing their consumption of products and services offered by the business. The post-sales activities focus on nurturing client relationships. Not all customers are made equal.

Accountability 10

Accountability Management Best practices Customer advocacy 10

CustomerSuccessBox

JANUARY 10, 2022

You, therefore, have an impact on the product roadmap to respond better and as quickly as possible to the needs of your customers. A good relationship with the Sales department in order to be able to sell new services will also be highly valued by your managers. Customer success manager. This is an increase of 34% from 2020.

Management 52

Management Surveys Customer advocacy Accountability 52

SmartKarrot

JULY 8, 2022

Take the lead on the US customer portfolio and services operations. Manage a portfolio of existing customer relationships within the US. Onboard, train, and partner with customers. Build out and maintain a collaborative account strategy for your customer portfolio.

Upselling 19

Upselling Customer advocacy Government Accountability 19

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. Onboard and train new customers on the solution.

Customer advocacy 19

Customer advocacy Upselling Accountability Coaching 19

CSM Practice

MAY 22, 2022

You see, this is a repeatable process that starts post-sales. Once a prospect becomes a customer, the wheels of the framework start turning. Hence, the Customer Success framework is the foundation to design and build your aligned processes. They become advocates as they realize the value that your product brings to the table.

Brand ambassadors 59

Brand ambassadors SaaS B2B Customer retention 59

SmartKarrot

OCTOBER 7, 2021

Develop and implement a framework to proactively identify risks and minimize customer churn. Influence customer future lifetime value through high product adoption, customer satisfaction, and overall customer health. Identify cross-sell and upsell opportunities in order to maximize revenue from existing customers.

Upselling 19

Upselling Customer advocacy Enterprise Coaching 19

SmartKarrot

NOVEMBER 14, 2022

As a Director of Customer Success, you will create efficient processes for managing all pre- post-sales technical support; including phone & e-mail support, lab-based troubleshooting, knowledge database, and interface with CRM. Establish both leading and lagging KPIs to enhance customer advocacy. Apply here: [link].

Technical Support 19

Technical Support Customer advocacy Engineering Upselling 19

SmartKarrot

NOVEMBER 15, 2021

Prepare product or service reports by collecting and analyzing customer information. Communicating with customers and lenders directly. 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.

Real estate 19

Real estate Inbound sales Upselling Customer advocacy 19

SmartKarrot

FEBRUARY 3, 2022

Collaborate with growth marketing and broader BetterUp leaders to unify all field-based account efforts and amplify outcomes. Lead hiring for BetterUp Care customer success partnering with recruiting and Care leadership. Develop customer advocacy and secure customer success stories and references.

Upselling 19

Upselling Customer advocacy Accountability B2B 19

JustCall

APRIL 5, 2023

When implemented correctly, CSM can: Preserve and increase a company’s revenue Increase customer advocacy Drive profitability as well as growth More importantly, customer success software can seamlessly integrate with your company’s existing CRM/help desk/social media management software to provide an in-depth view of the customer.

Management 52

Management CRM Analytics Customer retention 52

SmartKarrot

NOVEMBER 8, 2022

Role: Director of Customer Success Location: London, England, United Kingdom (Hybrid) Organization: Law Business Research As a Director of Customer Success, you will develop the people, process, and tooling needed to drive meaningful outcomes in the division (GRR, NRR, renewals, customer health, customer advocacy).

Coaching 19

Coaching Customer advocacy SaaS Strategic Value 19

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. Establish executive-level customer relationships with the most strategic customers. Process milestones for the customers and employees to work toward.

Customer advocacy 19

Customer advocacy Coaching Upselling B2B 19

CSM Practice

FEBRUARY 24, 2020

The job of the customer success team entails myriads of responsibilities, including proper onboarding, increasing product usage, proactively managing accounts, customer engagements, and training , expanding and renewing accounts, and so on. 5. Advocacy Activity. 8. Net Revenue Retention Rate.

Metrics 59

Metrics Customer advocacy Customer centricity Customer effort 59

SmartKarrot

APRIL 14, 2023

Assist the customer success team in ensuring quality execution that advances the client’s business goals and key performance indicators. Increase ARR across all existing accounts by putting growth and upselling ideas into practise. Develop and implement a post-sale success management strategy.

Customer advocacy 15

Customer advocacy Upselling Accountability Sales 15

SmartKarrot

SEPTEMBER 2, 2021

Role: Director, Customer Success Location: Boston, MA, US Organization: ECI As a Director of Customer Success, you will establish relationships with key decision-makers among clients to effectively manage expectations. Retain your install base revenue and proactively upsell additional products and services to your customers.

Upselling 19

Upselling Customer advocacy Enterprise Banking 19

SmartKarrot

NOVEMBER 24, 2022

Role: Director of Customer Success Location: Remote, United States Organization: Hawke Media As a Director of Customer Success, you will establish a culture of high performance, accountability, and solutions-oriented thinking. Communicate directly with customers on assigned responsibilities and tasks.

Customer advocacy 19

Customer advocacy Upselling Accountability Best practices 19

SmartKarrot

NOVEMBER 22, 2022

Evolve and scale a service organization that improves activation and upsells in a product-led, support-driven environment. You will partner with leadership across sales, ops and account management to ensure governance and standard best practices are not only in place but followed. and Customer Advocacy.

Best practices 19

Best practices Customer advocacy Government Upselling 19

SmartKarrot

SEPTEMBER 2, 2022

As a VP of Customer Success, you will onboard and guide customers to enable a seamless implementation experience. Understand every aspect of the customer business and prioritize customer needs. Build & Sustain relationships with identified accounts by becoming a trusted advisor to decision makers and executive buyers.

Upselling 19

Upselling Customer advocacy Coaching Feedback 19

Amity

JULY 4, 2017

Yet, if you think you’re getting a full picture of your customer, but you’re not asking them exactly how they feel, you’re missing the point. Not only should NPS be taken into account when calculating health, but it should trigger early warnings when dropping into passive or detractor territory.

Surveys 66

Surveys SaaS Feedback Customer advocacy 66

SmartKarrot

OCTOBER 20, 2022

This consists of running onboarding sessions, managing timelines, and ensuring the new sales wins come to fruition successfully. Account management. You’ll manage a portfolio of key customers to ensure they are successful. You’ll hold recurring meetings, handle client requests, and monitor account health.

Customer advocacy 19

Customer advocacy Enterprise Best practices Upselling 19

SmartKarrot

OCTOBER 5, 2021

Manage customer success activities, onboarding and adoption, customer success management, renewals, cross-sell/up-sell sales leads, and customer advocacy. Act as an advocate for the customer and serve as the escalation point for ongoing customer issues.

Customer advocacy 19

Customer advocacy Upselling Advertising Education 19

SmartKarrot

DECEMBER 3, 2021

Scale and improve process and tools by up-leveling & implementing new tools that further critical areas of customer growth, such as KPI benchmarking, customer training and education, NPS surveys, and customer feedback. Through strategical thinking and analysis identify profitable strategical solutions for our customers.

Customer advocacy 19

Customer advocacy Technical Support Education Finance 19

SmartKarrot

FEBRUARY 17, 2022

Role: Customer Success Director, SaaS (Remote) Location: Remote, United States Organization: Talentify.io As a Customer Success Director, you will design and build a Customer Success strategy, including support content creation, establishing standard operating procedures, and scalable processes.

Customer advocacy 19

Customer advocacy Upselling B2B SaaS 19

SmartKarrot

FEBRUARY 21, 2022

Stay up to date with Customer industry trends. Seamlessly partner with internal teams (Sales, Subject Matter Experts, and Support to deliver exceptional customer experiences. Collaborate with sales and support in developing and delivering engagement plans that fulfill the customer’s objectives.

Customer advocacy 19

Customer advocacy Government Upselling 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. Monitor customer health to track usage and overall customer satisfaction.

Advertising 19

Advertising Customer advocacy Finance Best practices 19

SmartKarrot

OCTOBER 20, 2021

Role: Director of Customer Success Location: Remote, United States Organization: Satori As a Director of Customer Success, you will define the customer lifecycle journey from onboarding to value generation and expansion. Hire and train a world-class team of customer success managers. Onboarding new customers.

Customer advocacy 19

Customer advocacy Upselling SaaS Accountability 19

Totango

OCTOBER 22, 2019

Currently onboarding customers . Ensure that all client notes are passed from the sales team so your CS team thoroughly understands the customer’s goals. Drive customer advocacy by providing a simple, effective onboarding process. Proactively manage customer communications. Best practices: .

Best practices 49

Best practices Customer advocacy Upselling Accountability 49

Tenfold - Contact Center Blog

JANUARY 17, 2018

To ensure success as an organization, create a team that is structured and accountable to the company-wide goal of improved CX. Typically, a Chief of Customer Success or a Chief Operations Officer captain this initiative. . Purchase – the prospect purchases the chosen product or service, and thus becomes a customer .

Customer advocacy 62

Customer advocacy Construction Upselling Marketing 62

SmartKarrot

AUGUST 4, 2020

You will be the primary point of contact throughout the customer lifecycle, develop relationships with key stakeholders and maintain a focus on driving business value from onboarding through renewal. Identify upsell and cross-sell opportunities by introducing new products and features that will drive additional value for the customers.

Upselling 10

Upselling Customer advocacy Accountability Enterprise 10

SmartKarrot

JUNE 16, 2022

Apply here: [link] Role: Customer Success Manager Location: Remote, United Kingdom Organization: Affinity.co As a Customer Success Manager, you will own a book of Affinity’s largest and most strategic customers, and drive renewals and upsells for these accounts. Apply here: [link].

Customer advocacy 15

Customer advocacy Best practices Government Upselling 15

ChurnZero

DECEMBER 20, 2019

C S and Sales strengthen their bond. . As we move into 2020, I envision a stronger alignment between C S and Sales. By joining forces and clarifying roles, both teams can deliver a better customer experience and drive more revenue for their organizations. . . Bora Lee , Team Lead, Customer Success Operations , ChurnZero

Chief Customer Officer 80

Chief Customer Officer Sales Customer centricity SaaS 80

SmartKarrot

JULY 2, 2020

Role: Customer Success Manager Location: Sofia, Mexico, US Organization: FocusVision The CSM is responsible for ensuring the client’s success across FocusVision software products. CSM’s build relationships with their assigned accounts and perform quarterly business reviews to identify gaps in training, product or adoption.

Customer advocacy 10

Customer advocacy Enterprise Accountability Education 10