Client Engagement – Associate

Position: Client Engagement MIS – Associate

Department: Client Engagement

Location: Navi Mumbai (Full-Time, On-Site)

Reporting To: Head - HR Culture & Organizational Excellence / Head - Client engagement

Key Responsibility Areas (KRA):

1. Client Relationship Monitoring & Reporting

• Design and maintain a comprehensive annual reporting format to track client engagement history, key touchpoints, renewal cycles, and satisfaction levels.
• Maintain a centralized Client Engagement MIS Dashboard capturing relevant data points and follow-up actions.

2. Training Coordination & Tracking

• Log and track all training sessions conducted, including:
• Participant lists (internal & client-side)
• Training objectives and content
• Session feedback and improvements
• Maintain accurate session records to support performance tracking and renewal conversations.

3. Client Feedback & Engagement

• Conduct regular client feedback interactions via calls and monthly email check-ins.
• Maintain well-structured documentation of all feedback, suggestions, and concerns.
• Coordinate with internal teams to ensure timely resolutions and service quality improvements.

4. Client Meetings & Communication

• Schedule, attend, and document in-person client meetings (both at client offices if necessary and Biltrax premises).
• Share key discussion points and action items with internal stakeholders for prompt execution.

5. Requirement & Delivery Documentation

• Maintain detailed documentation of each client’s service requirements, delivery timelines, and outputs.
• Ensure all service records and expectations are submitted ahead of resubscription or renewal discussions, accompanied by updated proposals.

7. Client Gifting & Special Occasion Datasets

• Maintain an updated database of client birthdays and key milestones.
• Ensure timely dispatch of personalized gifts or greetings to enhance client engagement and relationship value.

8. Internal Reporting & Monthly Presentations

• Prepare structured monthly client engagement reports and presentations for internal reviews Biltrax Core Team.
• Include insights such as client feedback trends, query response analytics, training impact, and renewal status.

Ideal Candidate Profile:

• 2–4 years of experience in client servicing, post-sales coordination -MIS roles
• Strong proficiency in Excel/Google Sheets, CRM tools, and data management
• Excellent verbal and written communication, with strong documentation and presentation skills
• Highly organized, responsive, and client-focused, with attention to detail
• Experience in a B2B or construction-tech environment is a plus

Job Type: Full-time

Pay: ₹30,000.00 - ₹40,000.00 per month

Work Location: In person