The Ultimate Renewal Team Management Guide

CSM Practice - The Customer Success Podcast

Welcome to this engaging episode hosted by Irit Eizips! In this installment, we're joined by a special guest, Mark Mortimer.
Together, we delve into comprehensive insights on establishing and overseeing a successful renewal team, covering strategic planning to practical execution. Here are a few key points from our discussion:

• Mark Mortimer shares strategies for building a renewal team that is aligned with organizational goals and customer success.
• Discover how to create a renewal team that consistently delivers positive and exceptional customer experiences.
• From customer acquisition to effective account management, our podcast provides a complete roadmap for success in the realm of renewals.

If you play a pivotal role in ensuring your customers' renewals thrive, this episode is a must-listen!
Join us as they provide valuable insights and practical tips for crafting a high-performing renewal team.
Watch the full episode here: https://youtu.be/7OwNzxp55gQ
◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️
Additional Resources:
🎥 Video: How to OPTIMIZE Your RENEWAL PROCESS
https://youtu.be/YJWs3qlsub0
🎥 Video: 3 Ways To Increase Renewal and PREVENT CHURN: RETENTION Teams
https://youtu.be/oxNy-XOYkQY
🎥 Video: RENEWAL OWNERSHIP: Account Executive Vs. Account Manager
https://youtu.be/JiNO5V_35Z8
⏬ Infographics: Tips for Building a Winning Customer Success Team [Infographic]
https://bit.ly/3SjdkzE
⏬ Infographics:2022 Renewal Management Global Market Trends [Infographic]
https://bit.ly/3UiMzhA
📑 Blog: How to Scale the Customer Renewal Process Effectively
https://bit.ly/49bdNuB
📑 Blog: How to Optimize your Renewal Process
https://bit.ly/3HwRPGN
📑 Blog: Managing Renewals Early on in the Customer Journey
https://bit.ly/3u9scIQ

◾️◽️◾️◽️◾️◽️◾️◽️
Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:
1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here
2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here
3. Build Your CS Strategy — If you're a startup executive eager to elevate your Customer Success strategies, our Mastermind program is designed for you. Collaborate with leading customer success professionals to gain the clarity and tools needed to effectively implement and enhance Customer Success in your organization. Click Here
◾️◽️◾️◽️◾️◽️◾️◽️
📌 Visit our Website - CSM Practice
📌 Sign up for our Newsletter

章

1. Intro (00:00:00)

2. Career Path (00:00:41)

3. Role (00:04:39)

4. Clarifying Roles and Responsibilities (00:06:01)

5. Renewal Manager Skills (00:07:28)

6. Assessing Performance (00:10:01)

7. Training and Career Development (00:11:54)

8. Changes in Compensation Plans (00:14:21)

9. System Changes (00:16:18)

10. Importance of Renewal Timeline (00:18:00)

11. Increase Early Renewals (00:19:28)

12. Renewal Process (00:23:43)

13. Renewal Tactics (00:30:17)

14. Recommendations (00:31:49)