ChurnZero

SEPTEMBER 8, 2021

SaaStr Annual is comprised of 100s of workshops, and 1000s of mentoring sessions – all to help you scale faster. Also be sure to join our CEO and Founder, You Mon Tsang for his session on 9/28 on “ Top Customer Metrics for Your Board and Investors and How to Nail Them.”. SaaStr Annual 2021 – September 27-29, 2021 San Mateo, CA.

Personalization 52

Personalization SaaS Upselling B2B 52

SmartKarrot

APRIL 4, 2023

Develop procedures and systems in conjunction with important partners to: Monitor and evaluate upsell, cross-sell, and renewal leading indications. Establish and maintain a top account funnel for prospective upsell and cross-sell opportunities. Obtain renewal and upsell goals and promote their widespread implementation.

Upselling 15

Upselling Accountability Metrics Consulting 15

SmartKarrot

OCTOBER 18, 2021

Role: VP Customer Success Location: Irvine, CA, US (Hybrid) Organization: IntelligenceBank As a VP of Customer Success, you will achieve business targets for upsell, product usage and engagement, retention ARR and churn prevention for the North American region. Assist with the renewal process for the team’s accounts.

Upselling 19

Upselling Education Accountability Metrics 19

ShepHyken

SEPTEMBER 7, 2023

Account management Offer workshops on relationship-building, active listening, and consultative selling for identifying upsell or cross-sell opportunities. Encourage shadowing experienced account managers who can disseminate their best tips and tricks. Provide them with checklists, guides, and best practices.

Customer centricity 334

Customer centricity B2C Feedback Upselling 334

SmartKarrot

OCTOBER 7, 2021

Identify cross-sell and upsell opportunities in order to maximize revenue from existing customers. Coach CSMs to deepen their customer expertise, be change management partners within their accounts, and accelerate transformation within our customers’ businesses.

Upselling 19

Upselling Customer advocacy Enterprise Coaching 19

SmartKarrot

SEPTEMBER 16, 2021

Work with Full Measure’s account management team to establish clear communication as it relates to client health, renewals, and potential expansion opportunities; ensuring a cohesive and collaborative partnership between the two departments. Identifying upsell opportunities to expand licensing and product adoption.

Education 19

Education Upselling Feedback Accountability 19

SmartKarrot

JULY 2, 2021

Track trends in client satisfaction metrics to drive and maintain high levels of satisfaction and user adoption of products and services, deliver programs to retain clients and mitigate churn. Operates as the principal point of contact and liaison for all strategic accounts for service management, support, and escalations.

Call Logging 10

Call Logging Upselling Accountability Employee engagement 10

SmartKarrot

JULY 23, 2021

Role: Vice President of Customer Success Location: Remote, United States Organization: Storm2 As a Vice President of Customer Success, you will leverage business metrics and customer feedback to help build, implement and enforce a repeatable process for both the shopper and merchant support.

Engineering 10

Engineering Enterprise Upselling Metrics 10

SmartKarrot

SEPTEMBER 10, 2020

The account management team also sometimes falls under the scope of CCO responsibilities. Especially when they are dealing with upselling and renewals. They organize workshops and training modules for employees to ingrain the customer-centric values in them. Using metrics. Other times they report to a sales head.

Chief Customer Officer 10

Chief Customer Officer Customer centricity SaaS Upselling 10

SmartKarrot

MAY 28, 2021

For a service company, the focus is on being open and true with customers, renewals, upsells, keeping communication safe, and looking out for churn. This metric is an evaluation of all your departments. Once that is known, offer workshops that engage them on your service. Walk them through your process. Find out the following-.

SaaS 10

SaaS Education Customer retention Upselling 10

SmartKarrot

SEPTEMBER 17, 2020

You can then tap into grow new business sales and drive in-account expansion. One way to boost up the sales and customer success relationship is by putting up collaborative workshops. This is will eventually drive the customer success team with upsells and cross-sells too. Why aligning sales and customer success is important?

Sales 10

Sales Upselling Feedback SaaS 10

SmartKarrot

SEPTEMBER 29, 2021

Role: Director of Customer Success Location: Cincinnati, OH, US Organization: Vector Solutions As a Director of Customer Success, you will drive the service strategy and accountable for performance and customer satisfaction. Maintain a balanced proactive/reactive relationship with your assigned accounts. Apply here: [link].

Enterprise 3

Enterprise Upselling Accountability Coaching 3

SmartKarrot

MARCH 16, 2022

Apply here: [link] Role: Junior Customer Success Manager Location: Remote, United Kingdom Organization: Storyteller As a Junior Customer Success Manager, you will be managing Customer Success (Account Management of clients) across the non-enterprise tiers plus initially the general Customer Support at Storyteller.

Upselling 3

Upselling Engineering Enterprise Management 3

ClearAction

NOVEMBER 16, 2023

While the data was very fresh, we went on a global road trip to conduct cross-functional action planning workshops. This allowed CX insights (the workshop findings) to be top-of-mind among managers in every business unit and support function as they embarked on their strategic plans.

B2B 62

B2B Feedback B2C Enterprise 62

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

MARCH 4, 2021

A customer onboarding specialist allows customers to meet success by ensuring account implementation begins on a happy note. A good onboarding process makes it easier for CSMs to handle customer accounts. They need to measure customer experience through metrics and understand their own impact. Continuous betterment. Bottom Line.

Education 19

Education Best practices Accountability Upselling 19

SmartKarrot

JULY 26, 2021

Facilitate Process Reviews, Adoption Reviews and at times Customer Workshops (knowledge sessions) Customer touchpoints for value and impact conversations. Grow usage of BrightEdge within each account. Work with your assigned Strategic Account Manager (SAM) to meet retention and upsell goals.

Upselling 10

Upselling Accountability Customer centricity Best practices 10

SmartKarrot

OCTOBER 28, 2020

Role: VP Customer Success Location: San Francisco, California, US Organization: Riviera Partners As a VP of Customer Success, you will be responsible for creating and executing an operational methodology and account management process which builds on the data-driven approach; continue to iterate and improve on this process.

Best practices 10

Best practices Upselling Accountability Enterprise 10