• Episode 41: Spheres of Influence: Building the Relationships That Drive Renewals and Growth
    Jun 13 2025

    Most account managers think influence is a soft skill until it costs them the renewal.

    Brad Englert has been on both sides of the table. As a former Accenture partner and CIO at the University of Texas, he’s worked with account managers who earned his trust and others who landed on his “most hated vendor” list. In this episode, Brad joins Alex Raymond to discuss why influence is a skill that deserves more respect, especially for account managers working with complex clients and high-stakes decisions.

    How do you build trust with an executive when you’re mid-level or early in your career? What makes a QBR worth everyone’s time? And why do so many account managers miss the chance to deepen a relationship by simply showing up and following through?

    Brad shares strategies for building credibility, mapping power dynamics, and engaging with skeptics before they sabotage a renewal. The best account managers don’t wait to be taught influence. They build it intentionally, one conversation at a time.

    Episode Breakdown:

    00:00 Why Influence Matters in Account Management

    03:00 Relationship-Driven vs. Transactional Client Engagement

    10:30 Making QBRs Worth Everyone’s Time

    14:00 Understanding and Using Spheres of Influence

    20:30 Building Trust in a Remote-First World

    22:00 How to Engage Senior Executives with Confidence

    23:15 Creating a Power Map Inside the Client Org

    30:30 Turning Detractors into Advocates

    36:30 Advice for Account Managers

    Links

    Connect with Brad Englert:

    LinkedIn: https://www.linkedin.com/in/bradenglert/

    Podcast: https://bradenglert.com/podcast

    Website: https://bradenglert.com/

    Connect with Alex Raymond:

    LinkedIn: https://www.linkedin.com/in/afraymond/

    Website: https://amplifyam.com/

    Podcast production and show notes provided by HiveCast.fm

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    38 mins
  • Episode 40: Account Management in a Commoditized World
    Jun 6 2025

    The best account managers build their book like it’s their business, and that mindset changes everything.

    Alex Raymond is joined by Todd O’Donnell, who went from tech sales at IBM and Oracle to leading one of Canada’s top-performing insurance agencies. Todd shares how blitz days, cold calling, and world-class training shaped his early career, and why those habits still influence how he runs his agency today.

    They talk about the shift from chasing leads to building a referral-driven business, the hiring principle Todd swears by (“Can I trust this person?”), and why the best AMs know how to focus on what really moves the business forward. Todd also breaks down how he uses Sandler sales training, one-on-one coaching, and weekly team sessions to create consistent results without micromanaging.

    From creating a “Starbucks of insurance” experience to developing account managers with zero prior industry experience, Todd shows how long-term growth happens when you lead with trust, consistency, and a clear plan.

    Episode Breakdown:

    00:00 Why Account Managers Drive the Business

    02:13 Lessons from IBM and Oracle

    07:17 Building a Team Without Micromanaging

    10:23 How to Keep Clients Without Competing on Price

    13:56 Hiring for Trust, Not Industry Experience

    16:45 How Sandler Training Shapes the Sales Process

    18:59 Coaching, One-on-Ones, and Leading by Example

    26:10 What Top Account Managers Do Differently

    28:54 The Power of Focus Time

    30:28 Strategic Coach, 10X Thinking, and Personal Growth

    36:06 Career Paths for Account Managers

    39:36 Be Willing to Get Uncomfortable

    Links

    Connect with Todd O’Donnell:

    LinkedIn: https://www.linkedin.com/in/toddodonnellinsurance

    Website: https://www.insurancetodd.com/

    Connect with Alex Raymond:

    LinkedIn: https://www.linkedin.com/in/afraymond/

    Website: https://amplifyam.com/

    Podcast production and show notes provided by HiveCast.fm

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    41 mins
  • Episode 39: Is Account Management Dead? Jess Manganelli Doesn’t Think So
    May 30 2025

    Account managers who lead with business acumen, creative insight and clear boundaries are the ones who drive real growth.

    What happens when agencies start questioning whether account management still matters? Jess Manganelli has seen it firsthand, and she’s got strong opinions. As the founder of Betts & Betz, she works with creative agencies to build high-performing account teams that don’t just keep the trains running but move the business forward.

    Jess and Alex discuss why some agencies are scaling back on account roles, and why that decision often backfires. They talk about what the job really demands: a deep understanding of how both the client and the agency make money, the confidence to lead from wherever you sit, and the willingness to have hard conversations instead of dodging them.

    Where do most account managers get stuck? Jess points to a lack of business fluency and a fear of pushing back. She offers ways to shift that, starting with how to frame a tough conversation without sounding defensive or deferential.

    If you’ve ever felt like your job description misses the point, or wondered how to grow into a more strategic role, Jess and Alex’s conversation will resonate.

    Episode Breakdown:

    00:00 The Real Value of Account Management

    02:26 Is Account Management Dead?

    06:05 What Agencies Actually Need from Account Managers

    08:23 Why Business Acumen Matters

    12:27 Balancing Client Goals with Agency Health

    20:00 How to Handle Tough Client Conversations

    27:39 Curiosity as a Strategic Skill

    31:30 Traits That Set Great Account Managers Apart

    33:53 Removing Hurdles to Great Work

    37:13 Fixing the Sales-to-Account Handoff

    43:00 The Tucker Inner Concept

    Links

    Connect with Jess Manganelli:

    LinkedIn: https://www.linkedin.com/in/jessmanganelli/

    Website: https://www.bettsandbetz.com/

    Connect with Alex Raymond:

    LinkedIn: https://www.linkedin.com/in/afraymond/

    Website: https://amplifyam.com/

    Podcast production and show notes provided by HiveCast.fm

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    44 mins
  • Episode 38: Brent Adamson on the Challenger Sale, Customer Confidence, and Growing Key Accounts
    May 23 2025

    Most account managers are stuck chasing satisfaction when they should be driving change.

    Alex Raymond is joined by Brent Adamson, the co-founder of A to B Insight and Qoos and the author of “The Challenger Sale,” for a discussion that challenges the way most teams think about account growth. If happy customers aren’t growing their accounts, what’s missing? And what does it actually take to move from retention to expansion?

    Brent shares research that calls out a common trap: overdelivering on service without helping clients rethink their business. He introduces the idea of customer improvement: the account manager’s job isn’t to keep things running smoothly, but to show customers what’s possible when they shift their approach.

    Alex and Brent also get into the confusion between customer success and account management, the pressure to grow accounts without losing them, and why confidence, specifically the client’s confidence in their own decisions, matters more than loyalty or trust.

    If you’re leading key accounts or coaching teams who do, Alex and Brent’s discussion will change the way you think about long-term growth.

    Episode Breakdown:

    00:00 The Evolution of Account Management and Customer Success

    02:52 Understanding the Roles: Retention vs. Expansion

    11:11 The Importance of Customer Improvement

    21:48 Driving Growth Through Insights

    23:19 Navigating Account Management Challenges

    26:36 Understanding Customer Improvement

    29:27 Identifying Unique Strengths

    32:16 The Importance of Customer Confidence

    35:54 Introducing the Frame-Making Sale

    46:30 Empowering Customers for Growth

    Links

    Connect with Brent Adamson:

    LinkedIn: https://www.linkedin.com/in/brentadamson/

    Website: https://www.brentadamson.net/

    Website: https://qoos.ai/

    Connect with Alex Raymond:

    LinkedIn: https://www.linkedin.com/in/afraymond/

    Website: https://amplifyam.com/

    Podcast production and show notes provided by HiveCast.fm

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    50 mins
  • Episode 37: The One Question That Drove a 200x Increase in Client Revenue
    May 16 2025

    Asking one bold question turned a $50K client into a $10M account and reshaped how account managers think about trust, strategy and growth.

    Account management leader Joanna Hagelberger joins Alex Raymond to talk about what account management looks like when it’s done right, from building the function from scratch at high-growth InsurTech companies to leading with curiosity instead of a script. What happens when you stop asking surface-level questions and start inviting your clients to think bigger? Joanna shares how one conversation sparked a 200x expansion and why most account managers don’t realize they have permission to ask the hard questions.

    This episode also gets into the realities of scaling an account management team, how to avoid segmentation mistakes, and why internal alignment matters just as much as client relationships. What do you do when your executive team has no idea what’s happening with your top accounts? How do you keep account managers from working in silos? Joanna brings clear, grounded answers from the field, along with a mindset shift that every account manager needs to hear.

    Episode Breakdown:

    00:00 Intro and Meet Joanna Hagelberger

    02:04 Building Account Management from Scratch

    06:57 Customer Support vs. Customer Success vs. Account Management

    09:27 No Surprises: The Role of Internal Account Reviews

    15:52 The Five-Year Question That Led to 200x Growth

    20:17 Curiosity as a Core Account Management Skill

    26:28 Taking Ownership and Leading Accounts

    31:12 Segmenting Accounts the Smart Way

    36:28 How to Think About Portfolio Size

    40:04 Becoming a Strategic Account Manager

    41:35 Why Finance and Product Should Be Your Best Friends

    Links

    Connect with Joanna Hagelberger:

    LinkedIn: https://www.linkedin.com/in/joanna-hagelberger/

    Connect with Alex Raymond:

    LinkedIn: https://www.linkedin.com/in/afraymond/

    Website: https://amplifyam.com/

    Podcast production and show notes provided by HiveCast.fm

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    45 mins
  • Episode 36: Relationships Drive Revenue
    May 9 2025

    Most of your revenue probably came from existing customers last year, and if your QBRs don’t include the C-suite, you’re at serious risk of churn.

    Alex Raymond sits down with Guy Rubin, the founder and CEO of Ebsta, to unpack the 2025 GTM Benchmark Report and what it means for account managers right now. The data is clear: 52% of new revenue last year came from existing accounts, not new logos. That shift isn’t just interesting as it should completely change how teams think about growth, customer relationships, and where to invest their time and resources.

    Guy shares practical insights on what sets top-performing account teams apart, including the impact of C-level participation in QBRs (7x more likely to upsell) and the dangers of single-threaded relationships. He also explains how Ebsta’s engagement scoring works, and why tracking relationship momentum across the customer lifecycle is one of the most valuable metrics you’re probably not using.

    The conversation hits on a growing gap between top and average performers, a data-driven case for 360 selling, and a refreshingly blunt take on the real reasons sellers are missing quota. If you want to grow revenue, retain your best customers, and actually move the needle, this episode will show you where to start.

    Episode Breakdown:

    00:00 Introduction

    01:29 Why Existing Customers Are Driving Revenue Growth

    05:49 How the GTM Benchmark Report Was Built

    10:04 Relationship Momentum and Multi-Threading

    12:21 Engagement Scoring and What It Reveals

    14:10 Why C-Suite Participation in QBRs Changes Everything

    25:08 Sales Performance Gaps and the Leadership Wake-Up Call

    27:37 The Return of 360 Selling

    36:10 What Top Account Managers Are Doing Differently

    Links

    Connect with Guy Rubin:

    LinkedIn: https://www.linkedin.com/in/rubinguy/

    Website: https://www.ebsta.com/

    Benchmarks: https://benchmarks.ebsta.com/2025-gtm-benchmarks?utm_source=amplify&utm_medium=podcast&utm_campaign=2025+gtm+benchmarks&utm_content=gtm+benchmarks+2025+landing+page

    Connect with Alex Raymond:

    LinkedIn: https://www.linkedin.com/in/afraymond/

    Website: https://amplifyam.com/

    Podcast production and show notes provided by HiveCast.fm

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    44 mins
  • Episode 35: Career Moves for Account Managers: What Works Now
    May 2 2025

    Spray-and-pray job applications aren’t getting anyone hired. So what actually works when the competition is this intense?

    In this episode, Alex Raymond is joined by Carly Agar, the founder and CEO of Carly Agar Training, to talk about how account managers can navigate the current job market with more clarity and control. What do hiring managers really care about? How do you stand out when hundreds of people are applying for the same role? Carly shares why intention matters more than volume, and how treating your job search like a high-value client strategy changes everything.

    Alex and Carly also talk about what it means to truly “own” your book of business and why that mindset separates top candidates from the rest. Carly offers advice on building internal champions, tracking the right metrics, and shaping your reputation, so that when you’re not in the room, people are still talking about you in the right way.

    And yes, AI comes up. Carly explains why account managers who lean into it, learn from it, and help their teams use it well are positioning themselves for long-term success. If you’ve been wondering how to level up or move forward with more purpose, this episode is your playbook.

    Episode Breakdown:

    00:00 Introduction

    01:07 What the Job Market Looks Like in 2025

    05:35 Why Spray-and-Pray Applications Fail

    07:13 Smarter Strategies for Job Searching

    08:05 How to Uncover Your Dream Role

    10:13 Making an Impact Without Switching Jobs

    13:33 Building Internal Champions and Mentors

    15:41 How to Get Promoted Without Just Hitting KPIs

    16:24 Thinking Like a CEO of Your Book of Business

    17:29 Career Paths: Leadership vs. Strategic Accounts

    19:30 The Skills That Actually Set You Apart

    21:09 How Account Managers Can Leverage AI

    22:15 Advice for Owning Your Career Growth

    Links

    Connect with Carly Agar:

    LinkedIn: https://www.linkedin.com/in/carly-agar/

    Website: https://www.carlyagar.com/

    Connect with Alex Raymond:

    LinkedIn: https://www.linkedin.com/in/afraymond/

    Website: https://amplifyam.com/

    Podcast production and show notes provided by HiveCast.fm

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    46 mins
  • Episode 34: How AI Is Reshaping Customer Value
    Apr 25 2025

    AI isn’t just changing the tools we use, it’s reshaping the entire conversation around business value, accountability, and risk.

    In this episode, Alex Raymond sits down with Mark Stouse, the CEO of ProofAnalytics.ai, to talk about how AI is driving a seismic shift in how companies operate. The core message: transparency and accountability are no longer optional, and gut instinct won’t cut it.

    Mark explains how AI is collapsing the “gray zone” of ambiguity in business, forcing teams to prove value with hard data. He also shares a critical legal shift from early 2023: a Delaware court ruling that expanded fiduciary duty to all company officers, not just CEOs and CFOs, making risk management everyone’s responsibility.

    You’ll hear how customer success is more than a renewal engine. It’s a strategic early warning system that should be treated as both a value creator and a multiplier. And you’ll learn why the old accounting mindset, focused only on past performance, can’t keep up.

    If you're leading customer accounts, managing renewals, or influencing post-sales strategy, this conversation will reframe how you think about risk, impact, and your role in the AI-powered business landscape.

    Episode Breakdown:

    00:00 Introduction

    03:25 AI as a Super Technology & What It Changes

    04:44 How Fiduciary Duty Now Includes Functional Leaders

    06:12 Case Study: CRM Data Fraud and Legal Risk

    09:54 AI, Legal Accountability & Market Volatility Collide

    12:54 Why Traditional Accounting Thinking Falls Short

    14:31 Causal Analytics vs. Predictive Tools: What Leaders Need

    17:34 The Long Game: Proving Impact in Customer Success

    19:28 Customer Success as an Early Warning System

    22:28 The Problem with BI Dashboards and Misread Data

    25:46 How to Start Risk Conversations at Your Company

    27:21 Forecast Risk vs. Enterprise Risk

    28:00 Why T-Shaped Skills Matter in the Age of AI

    29:24 What the Future of AI Looks Like for Teams

    Links

    Connect with Mark Stouse:

    LinkedIn: https://www.linkedin.com/in/markstouse/

    Website: https://www.proofanalytics.ai/

    Connect with Alex Raymond:

    LinkedIn: https://www.linkedin.com/in/afraymond/

    Website: https://amplifyam.com/

    Podcast production and show notes provided by HiveCast.fm

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    44 mins