Key Responsibilities

- Client Relationship Management: Develop and maintain strong relationships with clients, serving as their primary point of contact. Understand their business goals and objectives to identify opportunities for collaboration and growth.

- Onboarding and Implementation: Guide clients through the onboarding process, ensuring a smooth and seamless transition. Coordinate with cross-functional teams to ensure successful implementation and deployment of our products or services.

- Training and Support: Provide comprehensive training to clients on the effective use of our products or services. Offer ongoing support and troubleshooting assistance to address client inquiries, concerns, and technical issues.

- Proactive Account Management: Monitor client accounts to identify potential risks and challenges. Proactively engage with clients to understand their evolving needs and provide appropriate solutions to maximize their success and satisfaction.

- Client Advocacy: Act as a client advocate within the organization, effectively communicating client feedback, needs, and suggestions to the appropriate teams. Collaborate cross-functionally to address client requirements and drive product or service enhancements.

- Renewal and Upselling: Collaborate with the sales team to ensure successful contract renewals. Identify opportunities to upsell or cross-sell additional products or services to existing clients based on their needs and business objectives.

- Metrics and Reporting: Track and analyze client engagement, usage, and satisfaction metrics. Generate regular reports and insights to assess client health, identify trends, and provide actionable recommendations for continuous improvement.

- Industry Knowledge and Best Practices: Stay up to date with industry trends, market conditions, and best practices related to client success and customer relationship management. Apply this knowledge to provide strategic guidance and exceptional service to clients.

Competencies :

Leadership/Interpersonal Skills :

- Candidate must be detail-oriented, be comfortable working in a collaborative setting, be comfortable working with business senior executives, be self-motivated require minimal supervision, be proactive, be a creative strategic, and independent thinker, have superior problem-solving skills, have the ability to work on multiple projects and meet tight deadlines, have a positive can-do attitude, and demonstrate calmness and composure in times of uncertainty and stress.

- Candidates for the position must demonstrate exceptionally good leadership skills, with an ability to influence business leadership and executives.

- Excellent organizational and time management skills to handle multiple client accounts and priorities simultaneously.

- A customer/client-centric mindset with a passion for delivering exceptional service and driving customer satisfaction.

- Adaptability and resilience to navigate challenges and changing client requirements.

- Strong attention to detail and a commitment to quality in all aspects of client interactions.

- Problem Solving/Analytical Skills

- Strong problem-solving and analytical abilities to identify and address client needs effectively

- Collaboration

- Works closely with internal department leaders in an effort to guarantee the delivery of high-quality execution of the diverse array of project deliverables.

- Communication Skills

- Excellent verbal and written communication skills and good at developing relationships across diverse teams (including statistical, technical, and operational resources)

- Industry Knowledge

- Responsibility to stay informed and keep up with the latest industry trends and best practices that the candidate subsequently imparts to internal personnel for constant growth and optimal departmental and business performance.

- Computer Skills/Ms. Office/Software

- Must have excellent computer skills and be highly proficient in the use of Ms Word, Ms Excel, and PowerPoint, which will be necessary in the creation of visually and verbally engaging reports and presentations, for senior management and other key internal and external stakeholders.

- Proficiency in CRM software and other relevant tools for managing client relationships and tracking metrics.

- Other Duties

- Performs similar duties as deemed fit for the proper execution of the roles responsibilities and other duties as assigned by the Manager, Client Success.

Education :

- Must have a bachelor's degree (master's degree preferred) in Finance, Economics, Business Administration, Marketing, or any other related field. An equivalent of the same in working experience is also acceptable for the position.

Experience

- A candidate for this position will have had at least 1-3 years of working experience in finance, operations, business development/sales, or a related field.

- A suitable candidate will also have prior experience in customer-facing roles, project management, and cross-functional business experience.

Benefits

- Remote First Flexibility

- Healthcare, Dental, Vision

- 401K

- ESOP

Join our team as a Client Success Associate and play a vital role in ensuring our client's success and satisfaction. Help us build long-term relationships and drive the growth and retention of r valued client base.

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