Client Management Executive

Executive Client Management

Role overview:

Wellness Catalyst, which is the wellness team inside of Happiest Health, offers online and offline wellbeing services to organisations. We work on a B2B model servicing thousands of employees, and clients who demand a high level of service and creativity.

Our flagship offering, Wellbeing on the Web (WoW) offers wellbeing solutions to employees and their families on a digital platform. We also organize runs, onsite events like runs, leadership events, sports, yoga, desk exercise, fitness classes and seminars.

This role will include managing wellbeing services across 4 pillars (physical, emotional, financial and social wellbeing) for organisations that have onboarded with us. It will also include planning and deploying onsite events (which includes travel).

The role is diverse and includes creating and maintaining trackers, client interaction, QC of communication, planning of events, moderating webinars and seminars etc. Event experience would come in handy.

Someone who thrives in a service environment, can respond independently, can manage partners inside the company and stakeholders within client organisations, would be best suited for this role.

The role will require the individual to work closely with the internal stakeholders such as Communication & Design, Operations, Tech, Sales and Marketing and Finance teams while also working with client and partners to deliver on customer requirements for the product offerings of the company. Paranoid attention to detail, documentation, excellent communication skills and the ability to develop a thorough understanding of the client are basic requirements for this role.

Thinking on-the-go and an independent workstyle while following processes is also essential. This individual will report to the Manager Client Management of his/her team.

The following are the primary deliverables:

Delivering on client requirements:

• Building credibility with all customers in the account on day-to-day transactions - being the go to person for the client
• Proactively interacting with customers (internal and external)
• Understanding the methods used in assessing the needs of the customer
• Managing the briefing of all SMEs for events
• Handling the back-end work in office such as creating project trackers, maintaining lists, and updating it from time to time, and client invoices
• Being part of client interactions
• Creation and QC of reports
• Executing year-long engagement plans and short-term projects for the client, end to end
• Planning and execution of onsite events and runs fixture creation, database, forms, branding etc
• Webinar and seminar moderation

Program Management:

• Understanding the services sold and the clients business and workforce
• Managing transactions in the project plan - from ideation to closure
• Ensuring complete process adherence in the project as per timelines
• Creating and conducting live classes, webinars etc online (including moderation)
• Sharing communication with clients
• Executing work as per priority and expected quality
• Creating and handing over/brief to partner teams
• Creation of invoices
• Creation of meeting invites and iCals
• Management of database (PII)
• Conducting orientation sessions
• Liaison with internal teams and other stakeholders towards project delivery

Skills, knowledge & attitude:

• Ability to QC documents, reports, websites and other collateral
• Excellent communication skills
• Hardworking and willing to get down to the basics of every task
• Positive attitude to learning and feedback
• Ability to work well in ever-changing team configurations
• Rapport building within the organisation and with client
• Paranoid attention to detail about anything being viewed/ sent out to the client
• Ability to take ownership and accountability of projects, tasks and clients
• Proactive approach to work, and presence of mind
• Creation of graphs and data collation
• Basic knowledge of MS office (Excel, Word, and PowerPoint)
• Adapting and learning new skills as required by the business

www.happiesthealth.com