Client Services Executive

Role Summary

Executive

Pod Head

This role is ideal for someone who’s detail-oriented, organized, and eager to learn the ropes of client servicing and operations in a fast-paced agency environment.

🔹 Key Responsibilities

1. Daily Operations & Coordination

• 
  
• Coordinate between 

  content writers, designers, and performance teams

   to ensure all client deliverables meet timelines.
• 
  
• Maintain daily task updates on 

  Basecamp, Google Sheets, and internal trackers

  .
• 
  
• Ensure all assigned client deliverables align with monthly KPI plans.
• 
  
• Follow up with internal teams to make sure tasks are completed and quality-checked before delivery.

2. Client Communication

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• Communicate with clients for day-to-day updates, approvals, and brief collection.
• 
  
• Send daily or weekly updates as per the client’s communication plan.
• 
  
• Attend client meetings along with the Pod Head to take notes, prepare follow-up points, and update trackers accordingly.
• 
  
• Escalate critical client issues or delays to the Pod Head immediately.

3. KPI Monitoring & Reporting

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• Track performance metrics and delivery KPIs across all clients in the pod.
• 
  
• Prepare and update 

  weekly reports, performance trackers, and status dashboards.

• 
  
• Identify early warning signs when KPIs are off-track and inform the Pod Head for corrective action.

4. Process Adherence & Organization

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• Maintain proper documentation of client briefs, approvals, meeting notes, and task updates.
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• Help implement process checklists and ensure all internal communication is well-organized.
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• Support the Pod Head in preparing presentations, decks, and review reports when required.

5. Collaboration & Learning

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• Learn cross-functional coordination by working closely with content, design, and performance teams.
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• Participate in brainstorming sessions, client calls, and review discussions.
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• Take initiative to understand the business goals behind each campaign or deliverable.
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• Demonstrate ownership and reliability in handling small accounts or segments independently over time.