Account Management Secrets

QBRs, Retention, and Role Clarity with Kristy Devantier | EP48


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Account Management SecretsBy Alex Raymond

  • 5
  • 5
  • 5
  • 5
  • 5

5

2 ratings


More shows like Account Management Secrets

View all
Stuff You Should Know by iHeartPodcasts

Stuff You Should Know

78,378 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

228,907 Listeners

Real Time with Bill Maher by HBO Podcasts

Real Time with Bill Maher

15,532 Listeners

The School of Greatness by Lewis Howes

The School of Greatness

21,180 Listeners

20/20 by ABC News

20/20

11,797 Listeners

The Daily by The New York Times

The Daily

112,031 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,454 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,405 Listeners

Speak Up: Develop Your Executive Presence & Leadership Communication Style by Laura Camacho

Speak Up: Develop Your Executive Presence & Leadership Communication Style

97 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,968 Listeners

30 Minutes to President's Club | No-Nonsense Sales by Armand Farrokh & Nick Cegelski

30 Minutes to President's Club | No-Nonsense Sales

394 Listeners

Account Management (a tactical guide to success) by Fred Fuller and John Brown

Account Management (a tactical guide to success)

27 Listeners

Creative Agency Account Manager Podcast by Jenny Plant - Account Management Skills Ltd

Creative Agency Account Manager Podcast

11 Listeners

The SAMA Podcast by Strategic Account Management Association (SAMA)

The SAMA Podcast

2 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,815 Listeners