Strategic Account Management
Account management skills and relationship strategies for support professionals
The Strategic Account Management workshop provides support and technical account managers with the relationship skills and account management tools they need to proactively increase customer loyalty, generate new business opportunities, and accelerate their professional confidence.
This two-day workshop teaches participants how to transition from reactive problem-solving to proactive relationship management, understand customer business drivers, identify growth opportunities, and position themselves as strategic partners to key accounts.
Who Should Attend
- Technical Account Managers (TAMs)
- Customer Success Managers in technical roles
- Senior support professionals managing key accounts
- Solutions engineers and pre-sales consultants
Core Competencies
Strategic Thinking
- • Understanding customer business objectives
- • Aligning support with customer success
- • Identifying expansion opportunities
- • Long-term relationship planning
Relationship Building
- • Stakeholder mapping and engagement
- • Building trust at multiple levels
- • Executive communication strategies
- • Managing difficult conversations
Account Planning
- • Developing account strategies
- • Quarterly business reviews (QBRs)
- • Success metrics and KPIs
- • Risk identification and mitigation
Value Communication
- • Articulating business value
- • ROI and business case development
- • Competitive positioning
- • Renewal and expansion strategies
Course Delivery Options
Public Virtual Classes
Interactive workshop combining instruction, case studies, role-plays, and real account planning exercises. Participants develop actionable account strategies they can implement immediately.
Register OnlinePrivate Classes
Classes are available in virtual or on-site formats. Content can be customized to address your specific customer base, products, and account management challenges.
Request InformationProfessional Development
This workshop prepares participants for advanced roles in customer success, account management, and technical consulting.
Become a Strategic Partner
Transform your role from technical support to trusted advisor and drive customer success at a strategic level.