Account Management Secrets

In this engaging discussion, Josh Abdulla, Chief Customer Officer at Asana, reveals insights from managing a vast portfolio of 170,000 clients. He emphasizes that low usage often masks deeper issues behind customer churn. The conversation highlights Asana's innovative Red Renewals System, which identifies churn risks 12 months in advance, empowering proactive strategies. Abdulla also discusses the importance of shifting focus from mere task management to driving customer value, fostering healthier relationships, and tackling stress in account management.

Customer deals often stall not because the product is weak but because buyers doubt their own ability to make the right choice.   Alex Raymond is joined by Brent Adamson, the co-author of The Challenger Sale, The Challenger Customer, and The Framemaking Sale, and the co-founder of A to B Insight, to discuss why decision confidence drives stronger outcomes than product features or supplier claims. Brent lays out the four forces that undermine confidence inside organizations: decision complexity, information overload, objective misalignment, and outcome uncertainty.   The discussion shows how account managers can step into those moments of doubt and help customers move forward with clarity. What changes when a client ends a conversation not only trusting the solution but feeling more confident in themselves? And how does that shift the way long-term relationships are built? This episode points out a more human approach to account management - one that deepens trust, strengthens renewals, and supports lasting growth.   Episode Breakdown: 00:00 Introduction  03:10 Why Decision Confidence Drives High-Quality, Low-Regret Deals 07:19 Customer Self-Confidence vs Supplier Confidence 16:24 The Four Forces That Undermine Buyer Confidence 18:45 Why Stalled Deals Happen and How to Break Status Quo 27:53 Rep-Free Buying and the Risk Gap for Sales Teams 31:03 The Phrase That Frames and Practical Social Proof 35:59 From Expert to Connector in Account Management 40:35 Humanistic Sales and Helping Customers Trust Themselves   Connect with Brent Adamson: Website LinkedIn   Connect with Alex Raymond: AMplify LinkedIn Podcast production and show notes provided by HiveCast.fm

Too many account management teams invest in software before they’re ready, and end up automating the wrong things.   Alex Raymond sits down with Jennifer Pinter, a seasoned expert in account management software, to talk about what separates successful tech stacks from the ones that never gain traction. Jennifer has helped dozens of companies implement tools for AM and CS teams, and she’s seen how often things go sideways when there’s no clear strategy behind the purchase.   Alex and Jennifer discuss the most common missteps, like skipping role clarity, chasing features over outcomes, and underestimating the lift of change management. They also touch on what great teams do differently, from building internal alignment to rolling out new tools in manageable stages.   One key question they keep coming back to: what’s in it for the account manager? If the tool doesn’t make their job easier, adoption won’t stick. And if the team hasn’t nailed the basics like QBRs or account planning, even the best software won’t fix that.   If you’re considering specialized tools for your AM team, or trying to make better use of the ones you already have, this episode will help you rethink how and when software actually supports growth.   Episode Breakdown: 00:00 Why Account Management Needs Its Own Tech Stack 03:56 Start with Role Clarity Before Buying Software 07:07 Why Leadership Buy-In Shapes Adoption 10:54 What AI Failures Teach Us About Tech Strategy 15:03 How Systems Drive Consistency in Account Management 21:41 Using Tech to Improve the Customer Experience 27:08 What’s in It for the Account Manager? 36:26 Are You Ready for Specialized AM Software?   Connect with Jennifer Pinter: Pavilion LinkedIn   Connect with Alex Raymond: AMplify LinkedIn Podcast production and show notes provided by HiveCast.fm

Cliff Unger, a former Chief Revenue Officer with a rich background in both hardware and SaaS account management, reveals key insights on the importance of accurate forecasting. He stresses that delivering bad news early can build trust with executives and investors. Discover how renewals and expansion drive strategic decisions, and why account managers must transition from a reactive role to a proactive growth function. Cliff also elaborates on critical revenue metrics like ARR, GRR, and NRR, shaping the future of businesses and emphasizing the necessity of data integrity.

In this conversation, Carl Smith, Founder of The Bureau and a seasoned mentor in agency leadership, discusses the evolving role of account managers. He emphasizes transforming from reactive liaisons to proactive strategists, fostering deep client relationships through empathy-driven solutions. Carl introduces 'Jellyfish Management,' a refreshing team structure that encourages ownership. With insights on radical transparency and the benefits of solving larger client challenges, he provides a playbook for agencies aiming to cultivate trust and drive substantial growth.

In this discussion, Mike Rapp, Chief Revenue Officer at IntelePeer, shares insights from his journey in account management. He emphasizes the importance of owning client relationships for driving revenue. Mike explains the strategic advantage of understanding customer experiences and outlines the mantra "Serve, Retain, Sell" as a guide for account managers. He also highlights the vital distinction between customer retention and acquisition, stressing the need for building trust before upselling. Overall, Mike offers actionable advice for cultivating impactful client relationships.

Kristy Devantier, the Managing Director at TaleWind Digital (formerly WorkerBee.TV), joins Alex Raymond for a conversation about what really changes when account managers have the right structure and clarity in their role. How do you move beyond check-the-box QBRs and start having client conversations that actually lead to growth? How do you build a team that isn’t just managing projects but actively deepening relationships and uncovering opportunities? Kristy walks through the shifts she made, from renaming and reshaping QBRs to introducing account plans and segmenting clients more intentionally, all grounded in what she learned through AMplify.   Kristy also gets honest about the challenges of running a team that’s stretched across project delivery, customer success, and strategic growth. You’ll hear how she’s advocating for her team internally, using leadership buy-in and visibility to carve out more space for what really matters.    Join Alex and Kristy’s conversation to learn how to navigate the realities of account management and try to do it with more purpose and impact.   Episode Breakdown: 00:00 Introduction 03:18 Kristy’s Journey into Account Management 05:49 How QBRs Evolved into Strategic Review Meetings 07:07 Shifting the Focus to Client Needs and Deeper Questions 10:43 The Impact of Improved QBRs on Client Relationships 11:42 Unlocking Expansion Through Strategic Conversations 13:42 How Client Segmentation Improved Team Focus 20:03 Balancing Project-Based and Recurring Clients 24:51 Navigating the Account Manager vs. Project Manager Debate 26:46 Tackling Burnout and Resourcing Challenges 27:33 Gaining Executive Buy-In Through Strategic Reviews 35:14 What’s Next for Account Management at WorkerBee.TV 36:46 Kristy’s Advice for New Account Managers   Links Connect with Kristy Devantier: LinkedIn: https://www.linkedin.com/in/kristy-devantier-839b2934 Website: http://www.workerbee.tv/   Connect with Alex Raymond: LinkedIn: https://www.linkedin.com/in/afraymond/ Website: https://amplifyam.com/ Podcast production and show notes provided by HiveCast.fm

Join Craig Rosenberg, Chief Platform Officer at Scale Venture Partners, as he sheds light on the often overlooked importance of post-sale processes in B2B. With decades of experience, he argues that account managers excel at delivering customer value yet lack the resources they need. The chat dives into the leadership challenges within post-sales teams, the rise of AI in account management, and innovative approaches like the Amplify 10X Growth System. This engaging discussion challenges conventional revenue structures and highlights the need for a holistic focus on customer retention.

Chad Horenfeldt, VP of Customer Success at Siena AI and author of ‘The Strategic Customer Success Manager,’ shares insights from over 20 years in account management. He discusses the detrimental ‘people pleaser trap,’ where the desire to be liked undermines effectiveness. Chad identifies four identity traps—firefighter, entertainer, fixer, and waiter—that hinder proactive relationships. He emphasizes the importance of curiosity and frameworks like motivational interviewing to enhance trust and client engagement, ultimately transforming how account managers navigate their roles.

Too many account managers are stuck in reactive mode—waiting on problems, answering tickets, and playing support—while the real opportunity sits untapped: driving strategic growth.   In this episode, Alex Raymond is joined by author and sales strategist Anthony Iannarino to unpack what’s broken in post-sales and what needs to change. Their conversation challenges the status quo of account management and lays out a new path, one where AMs act less like order takers and more like strategic guides who know how to lead.   Anthony introduces the concept of being “one-up”, bringing enough experience and insight to teach clients how to make better decisions. He explains why the age of AI will punish passivity and reward value creation, and why account managers who stay stuck in the admin zone are putting themselves at risk.   Whether you're managing a $10M portfolio or just trying to prove your value internally, this episode will push you to rethink how you show up. Because in 2025, the winning account managers won’t be the ones who play it safe, they’ll be the ones who lead.   Episode Breakdown: 00:00 Introduction 01:30 Why Post-Sales Is Broken 05:14 AI Will Punish Passive Account Managers 08:05 What It Means to Be “One-Up” 09:20 Raising the Floor for Real Growth 11:22 What Creating Value Actually Looks Like 15:23 Why Relationships Still Drive Revenue 20:18 The AI Impact on Account Management Teams 22:29 The Missed Opportunity in Post-Sales Investment 27:23 How Sales and Buying Committees Have Changed 33:23 Final Advice: Elevate or Get Replaced   Links Connect with Anthony Iannarino: LinkedIn: https://www.linkedin.com/in/iannarino/ Website: https://www.thesalesblog.com/   Connect with Alex Raymond: LinkedIn: https://www.linkedin.com/in/afraymond/ Website: https://amplifyam.com/ Podcast production and show notes provided by HiveCast.fm