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Customer Success vs. Account Management: Why Both Matter

Help Scout Leadership

When considering customer success and account management, it’s valuable to consider them as complementary teams rather than interchangeable groups or, worse, competitors. There are a few things that differentiate customer success from account management. What is account management? What is customer success?

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5 Steps to Choosing the Right Employee Engagement Software for Your Business

15Five

Without the best tool to help manage and measure employee engagement, you risk missing out on the benefits of a productive, motivated workforce. However, onboarding the wrong software can result in wasted resources and a minimal impact on key engagement metrics such as retention, absenteeism, and turnover.

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Customer Success Specialist Job Description: Template & Examples

Help Scout Leadership

For instance, customer success may be responsible for implementation, onboarding, and lifecycle management at some larger companies. At others, customer success specialists are accountable for managing churn and providing essential support. Assist the sales team in driving and managing renewals.

Sales 104
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Small Business Customer Service Outsourcing: 4 Pitfalls to Avoid

Help Scout Leadership

Pitfall #1: Failing to take into account a solid management layer. A common mistake is to build a budget that accounts for the number of agents you need but doesn’t take into account management costs: Agents need someone to go to when they have a question about how to answer a ticket.

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How To Craft a Strategic Hiring Plan in 2025

AIHR

This includes the hard costs of advertising job openings, paying recruitment agency fees, and the soft costs associated with administration, interviewing candidates, and onboarding new hires. HR tip Does your hiring plan account for the unexpected? Onboarding: Plan the onboarding process, including paperwork, orientation, and training.

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How Support Teams Can Improve Customer Retention

Help Scout Leadership

When a frustrated customer demands a refund, wants to close their account, or expresses disappointment with a product, a great customer service rep can often turn it around with a helpful answer, effective listening, and thoughtful questions. Your finance team, who may be involved with larger account billing. Your sales team.

Retention 117
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Talent Acquisition

AIHR

In general, strategic talent acquisition is part of a broader talent management strategy. The work of the HR department includes hiring, onboarding , payroll and benefits, training and development of employees, offboarding , and more. Onboarding The next phase in the talent acquisition process is the onboarding of new employees.