TRK-08Other
Account Management
Retain, grow, and delight customers through strategic relationship management.
6 Weeks Beginner to Intermediate
Overview
A customer-success-meets-sales track for those managing existing accounts. Covers onboarding, QBRs, renewal and expansion plays, churn prevention, and executive relationship building — with frameworks used at leading B2B SaaS companies.
What You'll Learn
- Onboard new accounts to achieve fast time-to-value
- Run effective Quarterly Business Reviews (QBRs)
- Identify and execute upsell and cross-sell opportunities
- Detect early churn signals and build save plays
- Build executive-level relationships and strategic account plans
Prerequisites
- No prior account management experience required
- Basic understanding of B2B business models is helpful
Tools You'll Use
Salesforce / HubSpotGainsight / ChurnZero for CSGoogle Slides for executive decksSlack / Email for stakeholder communication
Module-wise Curriculum
- Customer onboarding playbooks
- Time-to-value (TTV) acceleration
- Success plans and milestone tracking
- Stakeholder communication cadences
Ready to start learning?
Join the next cohort of Account Management. Limited seats per batch to ensure quality mentorship.