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New to the role of Account (or Client) Management? Want to learn specific tactics to help you be a better client manager? You’ve come to the right place. Account Management (a tactical guide to succes... more
FAQs about Account Management (a tactical guide to success):How many episodes does Account Management (a tactical guide to success) have?The podcast currently has 35 episodes available.
June 28, 2026Account Management Leadership (with Special Guest Brooke Feldman)In this episode, we explore concepts of leading an Account Management team with Brooke Feldman, SVP Operations and Client Success at Arrive, a global provider of parking and city management solutions. We discuss:Biggest mindset shifts to move to leadershipQualities to look for when hiring account managersCreating confidence within the teamBalancing revenue andr relationship pressuresOperating cadenceAnd more!...more56minPlay
May 25, 2026Sales motions for the account manager (with special guest Elena Casal)In this Episode, Fred and John welcome special guest Elena Casal, Chief Client Officer for the Clearing House. The Clearing House is one of the US's largest payment networks. In this episode, we cover:- Embracing sales as an account manager- 'Selling' vs. adding value- Account plans- Building relationships- Asking for the sale...more52minPlay
May 10, 2026How to communicate during outages or emergenciesIn this episode, Fred and John review how to handle outages or emergencies as an Account Manager, including:The First 15 Minutes: What to Say ImmediatelyCommunicate on the period you specified, even if nothing changesDecide communication mode and whether it needs to escalate based on the size of the client and the nature of the outageInternally align on messaging prior to later communicationsThings not to sayResolution messageSubsequently, extra focus on building trust...more36minPlay
April 26, 2026Business Ethics for Account ManagersIn this episode, Fred and John discuss Business Ethics specifically for Account ManagersMost Common Scenario: Ethical Communication During Problems Quota vs. Client Best InterestOverselling vs. Honest Positioning or overselling the roadmapDiscounts and Pricing EthicsData and Confidentiality Responsibilities...more35minPlay
March 29, 2026Top 10 Account Manager mistakesIn this episode, Fred and John discuss the top ten mistakes made by B2B account managers:Thinking some else is the quarterback “I think”Not bringing recommendations along with problemsNot being willing to be a pincushionComplaining about the client in the openAssuming not hearing from clients means everything’s goodReferring to your internal team as ‘them'Waiting until renewal to sell the value propNo account plansNot answering the question directly - “Curse of Knowledge”...more36minPlay
March 03, 2026Using Improvisation skills in your Account Management roleIn this episode, we host special guest Tim Stoltenberg, the Creative Director of Dad’s Garage (www.dadsgarage.com) - the legendary Atlanta-based improvisation team. From Tim we learn about:How improv skills are not about being funny, but about listeningUsing improv to solve problems togetherListening to understand, instead of to respondUsing “yes and..”Avoiding bulldozingUsing silenceAnd a deep discussion of the meaning of the word portmanteau.Be sure to check out Dad’s Garage!...more55minPlay
February 01, 2026How to Differentiate Yourself Offline in an Online WorldIn this episode, Fred and John discuss:-Realities of the client executives you manageAnd tactics to help:-Be present-Use the phone-Answer the question-Send an ‘industry update-Storm the castle-Send thank you notes-Send a holiday gift or holiday cardAnd Pimento cheese...more42minPlay
December 10, 2025Negotiations Part 2In this episode, Fred and John discuss:Negotiations Process: anchoring, leveraging interests, etc.Common negotiation mistakesEthics in negotiations...more1h 5minPlay
November 23, 2025Negotiations Part 1In this episode, Fred and John review the initial stages of negotiation:1) Knowing the types of negotiations2) Preparation - ZOPA, BATNA, goal-setting3) Books we recommend...more57minPlay
October 19, 2025DISC for Account ManagersIn this episode, Fred and John discuss using DISC as an Account Manager:Review of what DISC means and how to use as an Account ManagerFred and John's DISC profilesWe attempt to guess famous people's profilesAlso a discussion of Pop-Tarts...more52minPlay
FAQs about Account Management (a tactical guide to success):How many episodes does Account Management (a tactical guide to success) have?The podcast currently has 35 episodes available.