Account Management Secrets is the go-to podcast for Account Managers, the unsung heroes driving over 70% of your company’s revenue. Hosted by Alex Raymond, a leader in the field, this podcast delivers weekly insights, strategies, and tools to help you excel in your role. Whether navigating client relationships, preparing for Quarterly Business Reviews, or driving growth, each episode offers actionable advice you can use immediately.
Brought to you by AMplify, the elite community for Account Managers looking to boost their careers, build skills, and expand their networks. Start your journey at https://amplifyam.com.
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Account Management Secrets is the go-to podcast for Account Managers, the unsung heroes driving over 70% of your company’s revenue. Hosted by Alex Raymond, a leader in the field, this podcast delivers weekly insights, strategies, and tools to help you excel in your role. Whether navigating client relationships, preparing for Quarterly Business Reviews, or driving growth, each episode offers actionable advice you can use immediately.
Brought to you by AMplify, the elite community for Account Managers looking to boost their careers, build skills, and expand their networks. Start your journey at https://amplifyam.com.
QBRs, Retention, and Role Clarity with Kristy Devantier | EP48
Account Management Secrets
39 minutes
3 months ago
QBRs, Retention, and Role Clarity with Kristy Devantier | EP48
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
Account Management Secrets
Account Management Secrets is the go-to podcast for Account Managers, the unsung heroes driving over 70% of your company’s revenue. Hosted by Alex Raymond, a leader in the field, this podcast delivers weekly insights, strategies, and tools to help you excel in your role. Whether navigating client relationships, preparing for Quarterly Business Reviews, or driving growth, each episode offers actionable advice you can use immediately.
Brought to you by AMplify, the elite community for Account Managers looking to boost their careers, build skills, and expand their networks. Start your journey at https://amplifyam.com.
