Neil Patel

OCTOBER 24, 2020

Once everyone is on the same page, formal documentation should be signed and delivered to the involved parties. You can give the consultant your company‘s mission and vision statements , along with other key documents to help them see the bigger picture. Operations Consultants. Role Clarification. IT Consultants.

Consulting 132

Consulting Sales Hiring Technical Review Sales Recruiting 132

SmartKarrot

FEBRUARY 21, 2023

When required, set an example for your direct reports by working directly with clients and showing them what best-in-class looks like in terms of operational efficiency and client communication. Provide Customer Success Teams with leadership and mentoring to keep them inspired, engaged, and motivated.

Customer Success 19

Customer Success Merchant Services Sales Recruiting Sales Hiring 19

ChurnZero

MAY 20, 2021

Investigate technology for your Customer Success team Once you’ve organized and cleaned your data, you want to put those customer insights to use and increase your operational efficiencies through automation. Focus on creating a bench for yourself by making sure your CSMs see a career path to a leadership position.

Customer Success 90

Customer Success Payments Payment Services Scale 90

SaaStr

AUGUST 7, 2020

When we first started, we primarily focused in the commercial lending space and since then, we’ve launched retail banking solutions as well, and retail banking solutions tend to be more fully banked than the commercial lending space was when we first started, which was a lot of spreadsheets and Word documents in the early days.

Payment Solutions 148

Payment Solutions Pricing Payments Payment Services 148

SmartKarrot

APRIL 6, 2021

Role: Director of Customer Success Location: Boca Raton, FL, US Organization: GRUBBRR As a Director of Customer Success, you will collaborate with sales and operational leadership to ensure business objectives are aligned, effectively create a bridge between the departments to ensure accuracy and ensure metrics are being met.

Customer Success 10

Customer Success Sales Recruiting Sales Hiring Scale 10

Point Nine Land

APRIL 21, 2021

This is an exercise that should be done with input/feedback of the leadership team. Launch documents. Put together documents about your biggest upcoming releases stating why you are developing this feature, who it is for, when it is going to be released and basically all the info people keep asking you about.

Sales Hiring 52

Sales Hiring Startup Scale Software Review 52

SmartKarrot

AUGUST 5, 2021

Understanding the Need for Product Operations. Having a strong product operations team can help a company’s leadership and management teams make better-prioritized decisions. It focuses on reducing costs and achieving company goals on time by improving operational efficiency. Like what you are reading?

Scale 10

Scale Marketplace as a Service Product Marketing Software Development 10