Roles and Responsibilities Client Servicing & Relationship Management
Build trusted relationships with assigned clients and act as their primary point of contact.
Conduct regular check-ins via calls, emails and visits to ensure clients are satisfied and engaged.
Understand client business goals and suggest relevant solutions to help them achieve better results.
Share product/service updates, new features, or add-on offerings to keep clients informed and interest
Retention & Renewals
Drive timely contract renewals and ensure minimal client churn.
Track client usage, engagement levels, and overall satisfaction to ensure high retention.
Provide clients with ROI-driven insights to reinforce the value of our services.
Upselling & Cross-Selling
Identify opportunities to expand client engagement through relevant upsell and crosssell solutions.
Collaborate with internal teams to customize offerings as per client needs.
Collaboration & Reporting
Coordinate with support, operations, and product teams to resolve client queries quickly.
Skills:
Maintain accurate records of all client interactions, renewals, and account activities in CRM.
Share regular updates and reports on client feedback, account health, retention rates, and revenue contribution.