The job in short
Client onboarding and account management specialist.
Compliance
Details
- Found
- 24 d ago · posted 2026-09-10
- Location as listed
- Nagpur, MH, India
- Role
- Customer Success
- Source
- The company’s own careers site
Full description
Responsibilities of Accounts Experience Specialists:
• Handle a designated number of accounts for 30 days after cutover.
• Reach out to clients on multiple touchpoints, as per the schedule outlined in this SOP.
• Engage proactively with customers to understand their goals and challenges and offer solutions that align with their needs.
• Onboard new clients and guide them through product setup, Refreshers/ training, and initial usage to ensure successful product adoption..
• Provide support and assistance to clients in utilizing our services effectively.
• Address any queries or issues raised by clients and escalate them as necessary.
• Document all interactions with clients and maintain accurate records on JIRA Board and Other Team Trackers.
• Share relevant information such as product links, support numbers, and important links with clients.
• Attend team meetings to discuss progress and share updates.
• Adhere to the SOPs and meet the targets set by the Management.
• Continuously update knowledge on our products and services.
• Escalate any issues or concerns to the Manager.
• Identify upselling and cross-selling opportunities to expand customer use of the company’s products and services.