Welcome to all the success managers who are disrupting the client handling dynamics into a more meaningful and productive way. This platform helps all of us to share our thoughts, adds value to our professional growth and also to know the best practices followed across the companies. Cheers to all of us..

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

Any consultants from Deloitte who can help to staff in a healthcare project? I’ve worked with healthcare clients for 10 years and relatively new to the firm.

Need UX help for health app —global client in Philly; global research, personas, mental journeys, use cases, biz requirements, wireframes, interfaces, etc. Pl DM with availability and rates.

Does anyone do welcome gifts at the beginning of client engagements and/or goodbye/congratulation gifts when a matter concludes? If so, what do you give away?

Have a client w/ 6mm in assets who only cares about beating market. Becoming more of a pain than he’s worth. He’s not interested in planning & doesn’t understand investmentsDo I keep him or let him go

How's Vodafone project culture in noida.

Why are there so many Private Client Advisor positions/ Private client Banker positions open?

New writer on an account. Being pitted against the other existing writer on the account for every project. They take it very personally if my work is chosen over theirs

Hi folks,


I have been assigned to one client project.... During a client interview they have asked qns in my relevant technology but after getting into the project they put me in different tech... Which I have never worked at before...
That project is short term and they are asking to complete the development within 2 weeks and I am the only one resource... I told my tech skills to my pm... He said no other resources is available to replace you.... What should I do now....

Potential client owns an e-commerce website selling graphic design posters (think college type posters) submitted by a freelance artists. Most of sales are from posters based off of celebrity musicians. Does client need a license from the celebrities to sell graphic posters of the celebrities even though it is from freelance artists?

Anyone have good examples of how senior leadership supports project teams during crunch periods (especially if they created the situation)? Trying to articulate specific behaviors that will help our PMs not end up being the “deliverer of bad news” that ppl have to work overtime, especially if the same PMs already advocated for their teams in convos with senior leads.

How did you all get your first job in PM? Did you start as a Project Coordinator or PM? I have the skills of a Project Coordinator and would like to just transition to a PM role but it’s been difficult to find junior PM roles.

When the IRS (e.g., a RO/AO/Examiner) calls or writes a letter… How do you verify that it’s really the IRS and not a scam? I’m new to tax law and I’m worried that I’m going to respond to/answer a scam and give away client info (or my own tax preparer info). I don’t think my worry is unfounded due to the tremendous amount of tax/IRS scam out there but it would be nice to hear from some of y’all so that I’m not so worried about it…

(1/2) For those w/ technical backgrounds: how did you develop executive communication skills? I’m a year into MBB (post MBA) and have had really great reviews on client, problem, and team

Anyone here from FFO Consulting ?
Please DM.

Hello

Is there anyone who is to join Morgan Stanley for technology analyst this year and will be a part of 3-4 months training?

Also, is this training virtual or physical? If physical, then Mumbai/Bangalore?

Is it possible to apply for a home loan in the US for a property in India?

Currently an Assoc at McK. Recruiters are reaching out with roles and specifying that senior execs are ex-MBB and ONLY hire MBBs. Does this raise a red flag to anyone else?

25M -
Looking for a single room in a furnished flat khardi. Budget 10-15K Location: Kharadi or nearby places.

Requirment :-
**Pure veg cook**
Alcohol No problem....
No smoking .....
Open society.....


Any leads will be appreciated. Thanks!

Hey guys, let’s make this chat more active! Not a lot of us in the US, so let’s try to help each other out!

Hello Fishes,
Is there any chance of renegotiation of offered CTC in fidelity on already accepted offer. I have joining in mid November and recently got a higher offer from another company.

How often does Accenture Strategy use Python during projects? Is it worth taking courses before joining?

I was released without cause today but my boss mentioned my battle with mental health and that I’m looking for other jobs before canning me. Should I address this with the board or leave it alone?

I just completed the interview process at CGI, the HR called thereafter saying that I've cleared all the rounds and they'd like to give me an offer. They also sent a couple of mails for required documents. But I am yet to receive the offer letter, is this usual?

Hello everyone! I'm a Paralegal in Michigan with over 7 years of Paralegal/Legal Secretary experience. I'm looking to transition into an in-house Paralegal position either here in Michigan or remotely. I've already applied to a few places, but I wanted to check here to see if anyone else can refer me to any in-house job postings.

I am an elementary school teacher. My oldest son is feeling drawn to ECE. He loves children, loves to help in vacation bible school, wants to work directly with people to help them. Thoughts?

Has anyone attended the Holiday Hi-Light Festival? Is it worth doing?

I would like to know what everyone out there really thinks will happen to the value of farming land. Will fears about a food crisis drive the value up, or will fuel/shipping prices and methane crackdowns make the property lose value?

I HAVE AN INTERVIEW ON TUESDAY FOR A KINDERGARTEN POSITION BUT I'M PRETTY TERRIBLE AT INTERVIEWS 🤦 SO IF ANY TEACHER OUT THERE HAS ANY QUESTIONS THEY THINK I'LL GET ASKED OR ANY HELPFUL WORDING I CAN SAY TO INCREASE MY CHANCES OF GETTING IT THAT WOULD BE SUPER #TEACHERHELP

How should I prepare for Customer Success Manager ? Please suggest..

Are there any CSMs here that work at Lacework? Or know the salary they offer?

Any guidance or suggestions for a person looking to move into full fledged CSM role from a support/retention background ?

Hello all,
Looking for refferal for 2 roles in a good company.
1. Customer success engineer - cloud
2. Technical account manager - cloud

Yoe: 2
have various cloud certifications.

Please do let me know if there are any openings.

Dear CSMs,

Greetings!
I am a MBA(Marketing & Sales) and B.E (Computer science) graduate with 12 years of experience in customer success roles.
What are the best certifications to pursue which will help grow in this field?

What is your opinion on CSM Vs Account Management role?

Looking for a referral in Adobe

Is there any company which has repository of Strategy and KPIs.

Hello everyone! I have 6 years exp in technical support and 5 years in Key Account Management in domains and web hosting. I'm looking for suggestions and openings to keep my career going. If anyone has any opportunities please share.

Why is it so challenging for businesses to continue work from home in spite of better productivity than WFO... trying to understand plausible reasons why there is so much of insist on WFO...??

Hey folks,

I am having approx 9 years of experience in sales and key account management. Now I want to upscale my skills to grow financially and vertically in my career and want to learn new things which can help me in this.
Having sound knowledge of IT things. which course or area of learning i have to target which compliment my previous experience also.

I have in mind like Marketing strategy and analytics, Customer success in cloud.

Request Your suggestions on this.

Shoot off your learning as a CSM in one liner on bringing more value to your customers.

Hi fishes, let me know if I switch from matchmovepay to PayPal will it be good step to switch within 1 Yr 2 months? as I got an offer from PayPal with a package 2x than my current, domain Business ops