Account Management 1-Day Workshop by Learnerring |Raleigh, NC

📍 Event Details:

• Course Title: AccountEdge™: Comprehensive Account Management Training
• Location: Nearby venue (final address shared via email)
• Format: In-Person (Virtual option available upon request)
• Certificate: Learnerring Certificate of Completion
• PDUs: 8 Professional Development Units
• Language: English
• Contact: info@learnerring.com

🧠 About the Workshop

Account managers sit at the intersection of service, strategy, and sales. The ability to manage relationships, anticipate client needs, and deliver consistent value is essential for long-term success.

AccountEdge™ is a practical 1-day training designed for professionals who want to master the art of account management—from onboarding and retention to upselling and strategic growth. Learn how to become the trusted partner your clients rely on and develop systems to manage multiple accounts with confidence and care.

🎯 What You Will Learn

• Understand the full lifecycle of strategic account management
• Build long-term relationships that lead to retention and referrals
• Identify upsell and cross-sell opportunities naturally
• Create account plans that align with client goals
• Handle difficult conversations and turn issues into loyalty
• Use CRM tools and data to stay proactive, not reactive

📘 Course Modules

🔹 Module 1: The Role of a Strategic Account Manager

• Beyond customer service: being a client partner
• Building credibility and trust over time

🔹 Module 2: Client Onboarding & Retention Foundations

• First impressions and high-value onboarding frameworks
• Engagement rhythms that keep clients connected

🔹 Module 3: Communication Skills That Build Loyalty

• Listening to understand, not just respond
• Communicating value across multiple stakeholders

🔹 Module 4: Creating an Account Plan

• Building a structured client roadmap
• Aligning client goals with your solutions

🔹 Module 5: Growing the Account Strategically

• Spotting opportunities for upselling and cross-selling
• Managing revenue growth without pressuring the relationship

🔹 Module 6: Conflict, Feedback & Recovery

• Turning challenges into wins
• How to respond to dissatisfaction and retain trust

👤 Who Should Attend?

• Account managers, client success professionals, and business development reps
• Project managers and customer relationship leads
• Sales professionals moving into account ownership
• Anyone responsible for maintaining long-term client partnerships

✅ Why Attend AccountEdge™?

• Learn real-world strategies from B2B and B2C account experts
• Work through client case studies and planning templates
• Gain skills to increase retention, satisfaction, and revenue
• Certificate of Completion by Learnerring for your portfolio
• Perfect for those working in SaaS, agencies, consulting, or services

🏢 Corporate Sessions Available

Looking to build a high-performing client success team?We deliver AccountEdge™ as a private workshop for companies and teams.📩 Contact us: corporate@learnerring.com

💳 Registration Includes:

• Full-day live training session
• Account planning templates and CRM tools
• Certificate of Completion
• Refreshments for in-person sessions