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. Partnering with your sales team here can help.

Customer centricity 334

Customer centricity B2C Feedback Upselling 334

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

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. Apply here: [link].

Upselling 19

Upselling Customer advocacy Enterprise Coaching 19

ChurnZero

OCTOBER 20, 2020

The types of services can be one time (for e.g. implementation, training, workshop) or can be ongoing (for e.g. ongoing training program, technical support services). I wanted to share some tips on successfully transitioning from a services-based organization to a core Customer Success offering, with services as an upsell opportunity.

Journey mapping 52

Journey mapping Calibration Upselling Technical Support 52

SmartKarrot

SEPTEMBER 17, 2020

In fact, the best companies recognize the use of good communication and how that can add value to the sales process. This blog is going to walk you through the easy alignment of sales and customer success. And sales communicating that catalyst to Customer Success not only sets the customer up for success but also the company.

Sales 10

Sales Upselling Feedback SaaS 10

Education Services Group

JULY 5, 2022

As Kristi Faltorusso, CCO at ClientSuccess put it, change starts with culture , and there needs to be accountability across the business with customer-focused KPIs. Marketing, Product, Sales, and Customer Success, all sat at the same table with the customer experience at the forefront. This isn’t just a job for CS.

SaaS 52

SaaS Customer centricity Best practices Upselling 52

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.

Engineering 19

Engineering Finance Accountability Government 19

SmartKarrot

MARCH 30, 2022

Expand Domo footprint in current customer accounts by driving product adoption and up-sell opportunities of licenses and services. Work to understand your customers’ business needs, keep ongoing documentation of their use case, and pinpoint those we can aim to expand to Tier 1 accounts. Secure yearly subscription renewals.

Upselling 19

Upselling Customer centricity SaaS Accountability 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. Apply here: [link].

Education 19

Education Upselling Feedback Accountability 19

SmartKarrot

MARCH 15, 2021

Assist sales in contract terms and expectations. Facilitate new customer account creation and signups (hundreds >> thousands of individuals). Expand the revenue in accounts through cross-sell and up-sell activities in collaboration with Internal Sales Team and Partners. Manage customer expectations and relationships.

Upselling 10

Upselling SaaS Accountability Engineering 10

SmartKarrot

JULY 30, 2021

Work with Sales to manage the renewal process and identify upsell and cross-sell opportunities. Take accountability for the success of users or partners assigned to you, their satisfaction, and the value they get from the products by taking their perspective and business’ needs as first priority.

Engineering 10

Engineering Best practices Customer retention Government 10

SmartKarrot

JULY 2, 2021

Operates as the principal point of contact and liaison for all strategic accounts for service management, support, and escalations. Efficiently manage time to focus on essential activities to ensure customer satisfaction, account renewal, and account growth. Conduct group refresher workshops and webinars.

Call Logging 10

Call Logging Upselling Accountability Employee engagement 10

SmartKarrot

MARCH 18, 2021

Develop and execute strategies with leader on creating pipeline, qualifying opportunities and closing upsell opportunities. Develop relationships with executives at the highest priority accounts. Manage select strategic accounts of high priority in life sciences. Monitor account health and stability for continuous improvement.

Upselling 10

Upselling Accountability Best practices Management 10

SmartKarrot

JULY 23, 2021

Utilizing your contact network in combination with marketing-generated leads to build a sales pipeline. Participating in the multifunctional team through the whole sales cycle to win new business. Identifying early in sales stages what is customer intention to buy and what are winning factors. Apply here: [link].

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. Other times they report to a sales head. The CCO ensures that all departments, whether it is marketing, sales, customer support or even product management, are unified.

Chief Customer Officer 10

Chief Customer Officer Customer centricity SaaS Upselling 10

SmartKarrot

JANUARY 11, 2021

Apply here: [link] Role: Senior Customer Success Manager Location: Toronto, ON, Canada Organization: Sinch As a Customer Success Manager, you will develop a strategic business plan for identifying new business opportunities with existing clients – seeking upsell opportunities. Drive activation and retention of customers at all times.

Upselling 10

Upselling Benchmark Customer centricity Education 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.

Enterprise 3

Enterprise Upselling Accountability Coaching 3

SmartKarrot

MARCH 16, 2022

Provide valuable strategic input across client challenges, working in close partnership with the Higg Sales, Partnership, and Product teams. Contributing to revenue growth by upselling/uplifting client contracts. Conduct training/onboarding workshops for new and growing customers. Apply here: [link].

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

Robert Davis

MARCH 2, 2017

RCDA’s focus is client-dependent and ranges from improving acquisition rates, improving customer retention and improving VOC and NPS to upselling and cross-selling products and services. Sales close rate – Provided call flow coaching and helped agents tailor the solution using targeted discovery questions. RCDA Results. Credit Union.

Call flow 48

Call flow Coaching Telecommunications Customer retention 48

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). How is your team structured?

Coaching 56

Coaching Upselling Accountability Sales 56

SmartKarrot

MARCH 4, 2021

It is the first interaction between customers and the product after sale. Post the sale handoff, this is the first attachment with the company. A customer onboarding specialist allows customers to meet success by ensuring account implementation begins on a happy note. Good onboarding is the gap between customer log in and churn.

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. Apply here: [link].

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

SmartKarrot

MARCH 2, 2022

Partner with Sales and Accounts to renew and expand customer contracts. Facilitate Process Reviews, Adoption Reviews and at times Customer Workshops (knowledge sessions) Customer touch points for value & impact conversations. Collaborating with Sales and Marketing to build up relationships and celebrate customers.

Best practices 3

Best practices Engineering Upselling Accountability 3