Client Success Executive

Job Desciption

Partnerships & Vendor Management

• Research associations, alliances, and vendors that align with MYCPE ONE’s strategic initiatives.
• Reach out to potential partners/vendors and follow up consistently.
• Manage calendars and coordinate meetings related to partnerships and vendor discussions.
• Attend meetings, capture key discussion points, and circulate insights internally.
• Maintain updated information for partnership/vendor activities, statuses, and deadlines.
• Coordinate agreements, service delivery, quality expectations, and timelines.
• Manage and store all documents including contracts, communication logs, and invoices.

Conferences

• Identify conferences relevant to the company’s goals and target audience.
• Conduct research on each event, including attendee profiles, audience size, and overall relevance.
• Prepare and maintain a dedicated document for every finalized conference.
• Update exhibitor portals and coordinate with the marketing team for required submissions.
• Communicate regularly with conference organizers regarding updates, requirements, and in-booth activities.
• Manage all logistics (shipments, deliveries, booth setup, materials preparation).
• Track and organize all marketing collaterals needed for conferences.
• Coordinate with participating team members to collect feedback post-conference and document key learnings.
• Ensure that the payments for the conferences are completed in a timely manner to ensure proper participation.

Podcasts

• Review and evaluate potential podcast guests according to the theme of the podcast.
• Send invitations and maintain follow-up communication.
• Prepare discussion topics, questions, and agendas based on the guest’s profile.
• Share key details with the host/speaker and the guest to ensure smooth execution.
• Oversee scheduling and coordination for recordings and live sessions.
• Maintain data in respect to the scheduling data.
• Coordinate with the marketing and video editing teams to ensure timely and proper publication of podcast episodes

Insights

• Conduct LinkedIn outreach to firms, inviting them to share announcements, achievements, articles, or thought-leadership content for MYCPE ONE Insights.
• Maintain a well-organized tracker to record outreach activities, responses, and follow-ups.

Travel Management

• Arrange travel, accommodation, and rentals for both India and onshore team members.
• Review and finalize itineraries ensuring alignment with conference dates and agendas.
• Share travel details, agendas, and coordination notes with the onshore team.

Expense Management

• Track all conference-related expenses including travel, lodging, booth activities, and other costs.
• Review expense submissions from the onshore team for policy compliance.
• Forward verified and approved expenses for management review and approval.
• Coordinate with the accounts team for timely payment processing.

Required Skills & Qualifications

• Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.
• 2 years of experience in partnerships, events, vendor management, or operations roles.
• Excellent communication and relationship-building skills.
• Strong organizational and multi-tasking ability.
• Proficiency with MS Office/Google Workspace and CRM/project management tools.
• Ability to work cross-functionally with marketing, accounts, leadership, and external stakeholders.
• Strong attention to detail and ability to meet timelines.
• Comfortable handling logistics and back-end operations with precision.