Key Responsibilities
1. Client Onboarding & Relationship Management
Act as the dedicated point of contact for newly onboarded clients, ensuring a smooth transition from sales to active service.
Build long-term, trusted relationships with clients through proactive engagement, regular check-ins, and professional communication.
Understand client objectives and operational needs to ensure our services align with their expectations.
2. Issue Resolution & Support Coordination
Handle client inquiries, feedback, and complaints promptly via phone, email, and chat.
Collaborate closely with internal technical, product, and operations teams to troubleshoot and resolve client issues efficiently.
Maintain a detailed log of client queries, resolution times, and feedback trends.
3. Retention & Growth
Monitor client health metrics and engagement levels to identify potential churn risks and implement retention strategies.
Identify opportunities for up-selling or cross-selling additional products/services where appropriate.
Collect regular customer satisfaction (CSAT/NPS) feedback and share actionable insights with management.
4. Documentation & Reporting
Maintain up-to-date client records, interaction histories, and account details in the CRM system.
Prepare weekly and monthly reports on client satisfaction, retention rates, and common support pain points.
Key Requirements & Qualifications
Education: Bachelor’s degree in Business Administration, Communications, Marketing, or a related field.
Experience: 1 to 3 years of proven experience in customer service, client relations, account management, or a client-facing role (startup experience is a plus).
Communication Skills: Exceptional verbal and written communication skills with strong active listening abilities.
Interpersonal Skills: High emotional intelligence (EQ), patience, and a natural aptitude for conflict resolution.
Technical Proficiency: Familiarity with CRM software (e.g., HubSpot, Salesforce, Zendesk) and standard productivity tools (Google Workspace / Microsoft Office).