ChurnZero

DECEMBER 21, 2023

Designing a successful post-sale strategy requires choices, says CXology’s Tim Conder. Without making those choices upfront, you’ll find it hard to create a good customer experience and scale it, and you’ll easily fall into the chaotic trap of “doing what it takes”. The way that we onboard our new employees also matters.

Sales Recruiting 52

Sales Recruiting Scale Customer Success Sales 52

Totango

AUGUST 5, 2022

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. Asking the right questions is key to effectively using this powerful customer success tool. What Is a Client Onboarding Questionnaire? Why Create a Client Onboarding Questionnaire?

Onboarding 83

Onboarding Technical Review Software Review B2B 83

Totango

JULY 11, 2023

G2 recognizes Totango as a leader in customer success G2 , the software industry’s largest and most trusted marketplace, unveiled their 2023 summer report, and there are cheers all-around, as Totango was honored with 15 leader badges, including “Most Implementable” in the Enterprise Implementation Index for Customer Success software!

Customer Success 82

Customer Success Scale Innovation Forecasting 82

ChurnZero

JANUARY 25, 2024

How will customer success jobs, and the skills they require, evolve in 2024? With technology advancing and customer expectations rising, customer success has become an essential force driving business growth and customer loyalty within the SaaS industry.

Customer Success 52

Customer Success Sales Recruiting Sales Hiring Scale 52

ChurnZero

JANUARY 10, 2022

SaaS customer onboarding makes or breaks your customer retention. Your onboarding process is a learn-or-churn, adopt-or-get-dropped situation. It has a long-lasting impact on your customer and deep ties to their likelihood to churn. Work Cross-Functionally During SaaS Customer Onboarding.

Onboarding 98

Onboarding Sales Recruiting SaaS Technical Review 98

Totango

MAY 13, 2022

Knowing how your customers feel and what they’re thinking is essential for their satisfaction and your revenue growth. The best way to gain this information is through customer engagement. Onboarding is one of the first times your customer engages with your business. Customer support platforms.

Engagement 103

Engagement Onboarding Artificial Intelligence Social Media 103

User Pilot

JUNE 20, 2023

Looking to level up your user onboarding knowledge with onboarding books? An exceptional user onboarding experience can make all the difference for your SaaS company's growth. Onboarding books can offer you the knowledge and insights necessary to craft a remarkable onboarding process. But where do you begin?

Onboarding 98

Onboarding VP of Engineering SaaS Consulting 98

Totango

AUGUST 16, 2022

Customer Retention Software Cuts Down Client Churn. Customer retention software has become essential for effective SaaS customer success strategies. A winning SaaS business model must prioritize retaining customers, which is far more cost-efficient than acquiring new clients to offset churn. Onboarding.

Payment Solutions 98

Payment Solutions Payment Methods Retention Software Review 98

CustomerSuccessBox

NOVEMBER 2, 2021

A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. This is crucial to make your customer’s experience easier. CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Customer Retention.

Customer Success 52

Customer Success Technical Advisors Sales Technical Review 52

ChurnZero

JUNE 9, 2023

Good sales teams typically get the budget, headcount and tools they desire because the function is tied to revenue. However, that’s not always the case for Customer Success (CS) teams even though they are often responsible for renewals and expansions. CS teams communicate using a different language than finance.

Finance 98

Finance Metrics Customer Success Headcount 98

Sixteen Ventures

APRIL 30, 2020

How many Customer Success Managers (CSMs) do we need to give our customers their Appropriate Experience (AX)? What happens if we ramp sales? What happens if a bunch of customers upgrade? Is our Customer Success Management team too big? Onboarding may require more hours, dedicated resources, or both.

Customer Success 128

Customer Success Sales Hiring Onboarding Forecasting 128

Totango

JUNE 3, 2022

Customer success email templates form a foundation for effective CS automation. While customer success management can result in a rewarding payoff, it can also be very time-consuming if you don’t use the right strategies. Customer check-ins. Sales to Customer Success Handoff Email Template.

Customer Success 108

Customer Success Payments SaaS Payments Payment Methods 108

User Pilot

APRIL 6, 2023

A powerful AI tool can be the perfect companion to your customer success platform. In this article, we will explore: How to leverage AI tools for customer success and retention. How can customer success managers address the challenges and concerns around AI when it comes to providing a better user experience?

AI 98

AI Customer Success ChatGPT Management 98

Totango

OCTOBER 20, 2022

Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. We’ll cover these below, along with five best practices to follow when bringing a new customer success manager aboard your team. What Is a Customer Success Manager (CSM)?

Sales Hiring 90

Sales Hiring Customer Success Sales Recruiting Technical Review 90

ChurnZero

SEPTEMBER 28, 2022

In the business landscape today, Customer Success is a bit of an outlier. It’s newer when compared to more established departments like sales and marketing. One other thing that makes Customer Success particularly unique in an organization: formal Customer Success training, or lack thereof.

Customer Success 94

Customer Success Sales Hiring Onboarding Investment 94

Sixteen Ventures

AUGUST 18, 2020

. The phase of the customer lifecycle that gets the most attention is Customer Onboarding, yet ironically (or tragically), most people fail to understand what onboarding really is, and few do it well. . Here we go… Designing an Effective Customer Onboarding Process. Far and fast.

Onboarding 114

Onboarding Sales Hiring Compensation Consulting 114

Totango

NOVEMBER 27, 2023

We know that sales and customer success (CS) teams must work together to drive revenue growth and expansion. Check out three highlights from the conversation, and listen to the full podcast to gain more insights and tips on how your teams can create a mutually beneficial relationship between CS and sales.

Revenue 71

Revenue Sales Customer Success Churn 71

ChurnZero

DECEMBER 7, 2023

From living and breathing innovation, to questioning the status quo, to relentlessly pursuing customer value and breakthrough results, it takes a lot to become a ChurnHero Award winner. This year, five spectacular customer success teams have joined the list. Here’s what they achieved, and how they did it.

Customer Success 52

Customer Success Scale Technical Review Systems Review 52

User Pilot

MAY 16, 2022

Product-led onboarding is something of a revolution in the SaaS industry. It’s not a ‘hack’ or a quick fix: it’s a mindset shift in how you approach your user onboarding process. As you’d expect, different SaaS companies adopt slightly different approaches around product-led onboarding.

Onboarding 98

Onboarding Customer Success Scale Strategy 98

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. It’s about transforming your customer’s business and delivering value, so you make their life better,” says Donna.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

CustomerSuccessBox

DECEMBER 13, 2021

Customer onboarding is the equivalent of what we more commonly call entering a relationship. This is a key step in the business relationship that will mark the beginning of a long story (hopefully) between your customers and your company. We all know Onboarding is the real sauce to Customer Success, so let us get it right.

Onboarding 52

Onboarding Interviewing Customer Success Communication 52

Valuize Consulting

DECEMBER 22, 2021

The initial sale represents only a fraction of a customer’s lifetime value; if you want the customer to realize their full revenue potential, you have to ensure their success and deliver tangible value throughout the customer journey, starting in your Pre-Sales motion and seamlessly carrying through to Post-Sales.

Customer Success 52

Customer Success Sales Retention Operational efficiency. 52

CustomerSuccessBox

MARCH 17, 2022

You should connect your company’s targeted outcomes to your client’s desired outcomes in order to do so in a customer-centric manner. Use the Customer Success Playbook to synchronize those two sets of objectives. Customer Success playbooks are one approach to accomplish this.

Customer Success 52

Customer Success Outsourced Development Churn Onboarding 52

SmartKarrot

JUNE 2, 2023

Role: Customer Success Coordinator Location: United States (Remote) Organization: Obility As a Customer Success Coordinator, you’ll serve as your clients’ main point of contact and communications coordinator using email, Slack, and Zoom. Bring problems to a close.

Customer Success 19

Customer Success Consulting Technical Review Leadership 19

SmartKarrot

JUNE 21, 2023

Role: Customer Success Hero Location: New York, United States (Remote) Organization: Simplero As a Customer Success Hero, you’ll develop and maintain a relationship of trust with our clients. Every stage of the client experience should be faultless (onboarding, training, follow-up, etc.).

Customer Success 19

Customer Success Outsourced Development Sales Hiring Onboarding 19

SmartKarrot

MAY 17, 2023

Role: Customer Success Specialist Location: Illinois, United States (Hybrid) Organization: RedMane Technology LLC As a Customer Success Specialist, you’ll giving clients support and guidance using mCase. Work together with sales and support to create and deliver engagement plans that achieve the goals of the client.

Customer Success 19

Customer Success Sales Recruiting Technical Review Technical Support 19

SmartKarrot

APRIL 12, 2023

Role: Customer Success Manager Location: NAMER, Canada (Remote) Organization: Appvance As a Customer Success Manager, you’ll oversee onboarding, revenue retention, growth, and adoption in order to ensure the complete success of Appvance’s clients.

Customer Success 19

Customer Success Education Onboarding Communication 19

SmartKarrot

MAY 9, 2023

Role: Customer Success Manager Location: Durham, NC, United States (Remote) Organization: Upswing As a Customer Success Manager, you’ll manage a $1 million or less yearly book of business that is typically made up of 20 to 30 partner institutions. Excellent communication skills, both in writing and speaking.

Customer Success 19

Customer Success Technical Review Consulting Onboarding 19

SmartKarrot

JUNE 20, 2023

Role: Customer Success Manager Location: United States (Remote) Organization: Liquid Web As a Customer Success Manager, you’ll ensure that customers receive more value from your offerings by engaging in onboarding activities. Facilitate a seamless sales transition after the sale of onboarding offers.

Customer Success 19

Customer Success Technical Review Systems Review Engineering 19

SmartKarrot

APRIL 17, 2023

Role: Customer Success Manager Location: Sydney, New South Wales, Australia (On-site) Organization: Telstra Health As a Customer Success Manager, you’ll meet and surpass sales goals, identify the target market and evaluate prospective growth prospects.

Customer Success 19

Customer Success Education Onboarding Consulting 19

SmartKarrot

JANUARY 4, 2023

Role: Director of Customer Success Location: Remote, United States Organization: Slync.io As a Director of Customer Success, you will plan, lead, organize and control multiple project initiatives in accordance with the approved scope and schedule. Guide and coach customers with proactive customer success processes.

Customer Success 19

Customer Success Sales Recruiting Technical Review Outsourced Development 19

SmartKarrot

NOVEMBER 3, 2022

Director, Customer Success & Onboarding Location: Remote, United States Organization : Upside As a Sr. Director of Customer Success, you will help to scale the Merchant Success function at Upside with a team of specialists dedicated to merchant onboarding, adoption, and education.

Merchant Services 19

Merchant Services Customer Success Sales Recruiting Sales Hiring 19

SmartKarrot

MAY 5, 2023

Role: VP of Customer Success Location: Washington, DC, United States (Remote) Organization: Analyst1 As a VP of Customer Success, you’ll create and grow a high-performance customer success team to aid in the expansion and scaling of the company. Strong commitment to ongoing learning.

Customer Success 19

Customer Success Sales Recruiting Scale Technical Review 19

SmartKarrot

JUNE 13, 2023

Role: Customer Success Manager Location: New York, NY, United States (Remote) Organization: Polar Analytics As a Customer Success Manager, you’ll have plenty of options in the future. As a Digital Marketing Customer Success Manager, you’ll be in control of client campaigns and projects.

Customer Success 19

Customer Success Scale Sales Hiring Consulting 19

SmartKarrot

FEBRUARY 9, 2023

Role: Head of Customer Success Location: San Francisco, CA, United States Organization: Ikigai As the Head of Customer Success, you’ll manage the onboarding of new clients and ensure a smooth transition from sales. Present consumer voices internally accurately, raising them as necessary.

Customer Success 19

Customer Success Sales Recruiting Technical Review Outsourced Development 19

SmartKarrot

OCTOBER 19, 2022

Role: Head of Customer Success Location: San Francisco, CA, US Organization: Tread As a Head of Customer Success, you will be leading a team of Customer Success individuals. Setting Customer Success strategy and defining OKRs. Representing the voice of the customer in all of the interactions.

Customer Success 19

Customer Success Merchant Services Sales Recruiting Technical Review 19

SmartKarrot

APRIL 28, 2023

Role: VP of Customer Success Location: Reading, England, United Kingdom (On-site) Organization: Redstor As a VP of Customer Success, you’ll be making sure our consumers are completely satisfied with our goods and services is your responsibility as our newly created Vice President of Customer Success.

VP of Engineering 19

VP of Engineering Customer Success Scale Systems Review 19