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 interested.

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 cross-sell 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.
• 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.