Remove compliance Remove Customer Success Remove Operational efficiency.
article thumbnail

Defining CSM-to-Account Ratios: A Lifecycle Design Approach

Valuize Consulting

Defining the right Customer Success Manager (CSM)-to-account ratio is a nuanced challenge. This applies to any customer success focused role assigned a portfolio of accounts. Getting it wrong impacts your Net Revenue Retention (NRR) performance, customer experience, and operational efficiency.

article thumbnail

Mastering the Art of Complex B2B Recurring and Subscription Billing: Navigating Financial Process Complexity in B2B Subscriptions

Blulogix

This post covers the challenges of financial process complexity and outlines strategies for streamlining these critical operations, ensuring accuracy, compliance, and customer satisfaction. Streamlining Strategies for Financial Operations: 1. Recurring & Usage Billing Navigating the Maze of Customer Success: 1.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to build your Embedded Payments strategy Part 3 | Ep 35

Payrix

However, while certain services, like PCI compliance, are universally essential, others may vary in relevance across different verticals. So that’s where marketing led initiatives are going to generally help you get out in front of your customers, create the mindshare, the awareness, so that you can then use a customer success team.

Payments 124
article thumbnail

SaaStr Podcasts for the Week with Bernadette Nixon, Jay Snyder, Nick Mehta, Loren Padelford, and Jason Lemkin

SaaStr

So I’m Nick Mehta, CEO of Gainsight and you probably have heard of Gainsight in the world of customer success and really excited to have two different voices in the world of how companies think about their customers. Jay Snyder: Today I have to manage and track health and my customer success, right?

article thumbnail

SaaStr Podcasts for the Week with Matt Garratt, Trisha Price, David Schmaier, Rob Bernshteyn, and Jason Lemkin

SaaStr

We were really impressed with her and she ended up becoming one of your… I kept saying, “You need to hire her,” and she became one of your customer success managers, if I recall. I don’t know if you recall, but we were at dinner one time and there was a waiter that she just blew us away. Trisha Price: Yes.

article thumbnail

Mastering the Art of Complex B2B Recurring and Subscription Billing: Managing Digital Inventory Complexity

Blulogix

Unlike physical inventory, digital inventory—comprising software licenses, cloud services, digital content, and more—presents unique challenges in tracking, billing, and ensuring compliance. Dynamic Billing: Adapting billing to reflect the fluid nature of digital services, which can change based on usage, time, or customer agreements.

B2B 52
article thumbnail

CPQ: What it is and Why You Need it

Sales Hacker

The three roles or departments typically responsible for deciding to buy a CPQ include: Revenue operations : With CPQ applications, revenue operations leaders can unify sales-related processes across the company – from Sales to Account Management to Customer Success. 5 benefits of CPQ software.

Scale 108