Client Relationship Executive

Key Responsibilities:

1. Client Relationship Management:

• Build and maintain strong, long-lasting relationships with clients by becoming their trusted advisor.
• Serve as the primary point of contact for all client queries and concerns.
• Understand clients ' business needs, goals, and challenges to tailor solutions and services accordingly.
• Proactively address client issues and provide timely solutions to maintain satisfaction.
• Conduct regular check-ins and meetings to assess client needs, gather feedback, and identify areas of improvement.

2. Client Onboarding and Training:

• Oversee the onboarding process for new clients, ensuring they understand the products or services being provided.
• Provide necessary training and resources to clients to ensure they are able to maximize the value of the company s offerings.
• Coordinate with internal teams to ensure smooth implementation and transition for clients.

3. Problem Resolution and Escalation:

• Handle and resolve client complaints or concerns in a professional, empathetic manner.
• Work with other departments (sales, technical support, operations) to resolve complex client issues in a timely manner.
• Identify recurring issues and provide feedback to management for process improvements.
• Escalate unresolved issues to higher management as necessary, ensuring a quick resolution.

4. Client Retention and Satisfaction:

• Monitor client satisfaction through regular surveys, feedback, and performance metrics.
• Ensure that clients are satisfied with the quality and timeliness of the services provided.
• Take proactive steps to ensure high client retention rates and reduce churn.
• Organize quarterly or annual reviews with clients to assess satisfaction and plan for future needs.

5. Cross-Selling and Upselling:

• Identify opportunities for cross-selling or upselling additional products or services that can add value to the client s business.
• Work closely with the sales team to convert upsell opportunities into actual sales.
• Present new offerings, enhancements, or product features to clients, ensuring alignment with their evolving needs.

6. Reporting and Documentation:

• Maintain accurate records of all client communications, transactions, and activities in the CRM system.
• Prepare regular reports on client performance, satisfaction levels, and the status of ongoing projects.
• Track key performance indicators (KPI