Client Engagement Trainee

Client Engagement Trainee

We’re looking for a proactive and detail-oriented Client Engagement Trainee to join our expanding team. This entry-level role is perfect for ambitious individuals eager to develop their skills in managing client relationships and supporting business growth. As a vital part of our client success team, you’ll help nurture client partnerships, uncover new opportunities, and collaborate with internal teams to deliver outstanding service.

What You’ll Do:

• Connect with existing clients via email, phone, and chat to assess satisfaction and identify new service opportunities.
• Understand client needs and assist in preparing customized proposals, quotations, and service recommendations.
• Follow up on proposals to boost conversion rates and support the sales team in closing deals.
• Spot upselling and cross-selling chances by analyzing client feedback, usage patterns, and business goals.
• Coordinate with the Accounts team to ensure timely invoicing and help track outstanding payments.
• Work closely with service delivery and front-end teams to guarantee smooth client experiences.
• Keep detailed records of client communications, sales progress, and feedback in our CRM system.
• Help nurture leads and contribute to identifying new revenue streams in the sales pipeline.
• Learn our internal processes, tools, and systems to align client expectations with delivery capabilities.

Who You Are:

• Highly organized with strong attention to detail and excellent time management skills.
• A clear and confident communicator, both written and verbal.
• Customer-focused, positive, and eager to learn and grow.
• A collaborative team player who thrives in a fast-paced and dynamic environment.
• Familiar with CRM software and Microsoft Office (a plus).

Qualifications:

• Bachelor’s degree completed or in progress in Business Administration, Marketing, Communications, or a related field.