TechnicalRole Related KnowledgeWhiteboarding/problem solving

How do you identify upsell/cross-sell opportunities in an existing account?

Account ManagerTechnical Account Manager

Google

Outschool

PayPal

Wealthsimple

Appian

Coupa Software

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Your answer

  • How do you identify upsell/cross-sell opportunities in an existing account?
  • How do you recognize when a client is ready for additional products or services?
  • What's your process for introducing upsell opportunities without being intrusive?
  • Can you share an example of a successful upsell or cross-sell you've done?
  • How do you ensure upselling feels natural rather than forced?
  • What data points do you analyze to identify upsell potential?
  • How do you communicate additional value to a client without overwhelming them?
  • Have you ever turned a small client into a major account? How?
  • How do you time your upsell conversations for maximum impact?
  • What strategies do you use to expand existing accounts without harming relationships?
  • How do you align upsell opportunities with the client's business goals?
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Interview question asked to Account Managers and Technical Account Managers interviewing at TripAdvisor, PayPal, FreshBooks and others: How do you identify upsell/cross-sell opportunities in an existing account?.