Client Services Executive

REPORTING RELATIONSHIP

POSITION REPORTS TO: TRAINING AND QUALITY MANAGER DEPARTMENT: CLIENT SERVICES POSITION LOCATION: VADODARA, INDIA (ON-SITE)

BUDGET: 2,20,000 - 2,70,000 PA.

POSITION SUMMARY

This position reports to the Client Services Team Lead. The Senior Client Services Executive is responsible for handling administrative tasks to support the client services team, which handles generating and formatting deficiency reports and sends deficiency reports to clients using templated emails. The Senior Client Services Executive will work closely with a team of 3-6 US-based Client Services associates. This role has opportunities for future advancement to a Client Services Team Lead role.

JOB RESPONSIBILITIES

• Generate and format hundreds of deficiency reports weekly (training already completed) o Includes special formatting for large deficiency reports

• Update weekly tracker and goal-setting dashboard (training in progress)

• Send deficiency reports to clients using templated emails from CRMOps inbox – India team will never need to reply to client emails as the Client Services team will handle this part (training not begun)

• Assist with other administrative special projects as needed.

• Preparing day-to-day to-do –lists for the team and executing work efficiently and effectively.

• Reporting daily activities of the department and highlighting issues that are considerably management concerns.

KNOWLEDGE, SKILLS AND ABILITIES

Technical Skills

• Attention to detail

• High level of professionalism

• Proficient English verbal and written communication skills

• Ability to operate basic functions of MS Office applications (Excel, Word, Exchange, Access, etc.)

• Strong phone and verbal communication skills along with active listening skills

• Ability to multi-task, set priorities and manage time effectively

• Good knowledge of documentation and reporting

• The ability to self-motivate and motivate a team

Interpersonal Skills

Communication

o Strong oral, written and presentation skills with the ability to establish a deep understanding of Company business.

o Ability to clearly communicate while working within a team environment.

Collaboration

o Coordinate with team and supervisors to provide stellar results.

o Indicate areas of improvement or need to process.

Creativity and Problem Solving

o Ability to think ahead and anticipate problems, issues, and solutions.

o Ability to introduce creative ideas to solving complex problems.

o Ability to identify and introduce solutions to produce efficient and consistent results.

Project and Time Management

o Ability to work effectively and meet deadlines and handle multiple projects.

o Ensures risks and issues against goals are identified in a timely manner and properly communicated.

Personal Development

o Highly self-motivating and entrepreneurial aptitude. o Ability to work in a fast-paced environment.

o Constantly strives to learn new technologies and processes and looks for ways to stay up to date in this rapidly changing industry.