Account Management for Growth (US/PT)

Expand customer accounts by building effective account expansion skills, including uncovering opportunities, strategic planning, and building and deepening relationships. Best for Account Managers (AMs) and/or Customer Success Managers (CSMs) responsible for customer renewals, expansion, and growth using customer-centric and systems-based skills

Description

Equip Account Managers and Customer Success Managers with a framework for customer growth, tightly linked with the comprehensive CS Operating Model that gives teams proven best practices for growth planning, account expansion, and securing deals.

After completing this course, AMs and CSMs will have the tools and skills to navigate uncovering and securing growth opportunities within existing accounts.

Best for Account Managers (AMs) and/or Customer Success Managers (CSMs) responsible for customer renewals, expansion, and growth using customer-centric and systems-based skills

Registration Details

Registration will close 48 hours prior to the course start date. After registration and payment, learners will receive an email confirmation with calendar invitations and additional course details. For registration assistance, please email RevAcademy@winningbydesign.com

Session Agendas

Session 1: Operating Model For Customer Success

Operating Model for Customer Success
Uncovering expansion opportunities

Session 2: Strategic Planning for Growth

Strategic planning & collaboration
Managing an effective renewal cycle

Session 3: Expansion

How to surface & secure expansions
Building & deepening executive relationships

Session 4: Securing the Deal

Trade vs. negotiate
How to share a compelling story (including how to use AI to help deliver compelling stories)