Client Relationship Manager
2 weeks ago
Account Executive Job Description
We are seeking a dedicated and relationship-driven Account Executive to manage and grow relationships with existing clients. This role focuses on enhancing client satisfaction, identifying upsell and cross-sell opportunities, and ensuring long-term customer success.
Key Responsibilities:- Client Relationship Management: Serve as the primary point of contact for a portfolio of existing clients, build and maintain strong, lasting relationships, acting as a trusted advisor.
- Retention and Growth: Develop strategies to maximize client retention and satisfaction, identify upsell and cross-sell opportunities to expand service utilization, collaborate with clients to uncover new use cases and growth potential.
- Customer Success and Support Coordination: Work closely with customer success teams to ensure smooth ongoing support, proactively address issues and ensure prompt resolution to enhance the client experience.
- Product Knowledge and Insights: Maintain a deep understanding of the company's SaaS platform and feature updates, provide insights and recommendations to help clients optimize their usage and achieve goals.
- Collaboration and Reporting: Partner with internal teams, including marketing and product development, to align solutions with client needs, utilize CRM tools to manage client interactions, track activities, and report on performance metrics.
- 1-3 years of experience in account management or client success, preferably in SaaS or technology solutions.
- Proven ability to manage and grow existing client relationships, driving retention and upsell.
- Strong expertise in customer relationship management and proactive client engagement.
- Excellent communication, presentation, and problem-solving skills.
- Proficiency in using CRM platforms and other account management tools.
- Experience in SaaS solutions, fintech, or digital rewards platforms.
- Familiarity with SME account management and retention strategies.
- Customer-focused and solution-oriented, with a commitment to delivering value.
- Adaptable, proactive, and skilled at identifying growth opportunities.
- Strong team player with a collaborative approach to achieving client success.
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