- CADDi (Chicago, IL)
- …roadmaps and deliver quantifiable impact + Identify and execute upsell and cross - sell opportunities across our product suite Enable Customer Storytelling and ... own the end-to-end journey for our customers, from onboarding to value realization to expansion . This is not a typical CS role. CADDi's CSMs act as strategists,… more
- eSentio (New York, NY)
- …as a senior leader + Provide oversight and optimization of the sales process, client retention programs, and cross - sell /up- sell strategies + Lead the ... business development strategy to drive client acquisition, revenue growth, and market expansion + Translate the annual business strategy into quarterly OKRs and… more
- Resideo (Lehi, UT)
- …customer research to identify opportunities for deeper engagement and account growth (eg cross sell , margin expansion , revenue growth) 2. **Sales Operationsl ... trends, opportunities, and areas for improvement 3. **Customer Success & Retention ** 1. Cultivate strong relationships with existing customers & suppliers to… more
- Flatirons Bank (Longmont, CO)
- …Management services, train customers on new Treasury Management services, identify cross - sell opportunities for customers calling in, and troubleshoot Treasury ... treasury management, online banking, data analysis, file imaging and document retention . The specific responsibilities are further outlined below: Client Service +… more
- City National Bank (San Diego County, CA)
- …including those related to effective client acquisition & relationship management, referrals, cross - sell , client service, and retention efforts. * Assists ... sales and service practices focused on both client acquisition and relationship retention / expansion to maximize branch and regional profitability. They develop… more
- Waystar (Atlanta, GA)
- …monitor progress. + Build executive relationships and account strategy to drive retention and expansion . + Identify churn risks early; proactively develop ... mitigation plans. + Surface upsell/ cross - sell opportunities by understanding customer value drivers. + Collaborate internally (product, engineering, clinical,… more
- Fooda (Chicago, IL)
- …They had an idea: bring Chicago's local restaurant culture inside the office to sell food. It was an immediate hit. When they discovered people from other companies ... from onboarding to renewal. You will oversee go-to-market execution, champion cross -functional alignment, and drive continuous improvement in processes, systems, and… more
- Citigroup (New York, NY)
- …and/or pre-approved offers, high-impact aggregator tactics and placements, and targeted cross - sell campaigns. Beyond overseeing the development of channel ... audience and targeting strategies, and communicating results to senior leadership and cross -functional partners. All this must be accomplished with a hyper focus on… more
- S&P Global (VA)
- …intelligence platforms + Demonstrated track record of driving renewals, upsells, and cross - sell initiatives + Consultative, strategic, and commercially minded + ... which helps them provide client insights and identify opportunities for growth and retention , unlocking a value for both our customers and for MI. Planning and… more
- Crane 1 Services, Inc. (Charlotte, NC)
- …+ Coordinate with Sales staff to identify and hand over Key accounts for ongoing retention , service and expansion + Manage & develop new relationships to grow ... individual daily, weekly and monthly goals + Create large cross -branch and cross -regional accounts. + Identify and...+ Primary focus on new inspection accounts- eligible to sell all segments to new locations New Business Development… more