Client Services Executive Job Description Template
Our company is looking for a Client Services Executive to join our team.
Responsibilities:
- Communicate with brokers regularly regarding the status of buyers, number of inquiries and activity on each listing;
- Chasing any outstanding monies owed from clients who have registered their interest in attending upcoming events;
- Maintain strong client relationships through regular close account management which will include telephone and email communication;
- Attending global events to network with clients;
- Invoicing and credit control for delegate and sponsorship invoices;
- Proactively provide client feedback/notify Programme Managers and Account Managers of all positive feedback and issues/areas of client concern;
- To advise on and process orders for all products and materials required to meet client needs;
- Maintain a complete record of all client interaction within the appropriate in-house systems CRM;
- Understand your clients objectives with the platform and oversee their progress;
- To chase client debt to satisfactory resolution, liaising with the Accounts team when necessary;
- Identify and share customer success stories with the business;
- Provide excellent customer service and continuously drive value of our products and services;
- Liaise with project managers to provide any necessary installation services and training as part of client facing projects;
- Attending client visits both on and off site;
- Preparing correspondence.
Requirements:
- Computer literacy in MS Office, Outlook, Internet;
- Proactively provide client feedback/notify Programme Managers and Account Managers of all positive feedback and issues/areas of client concern;
- Proven ability to juggle multiple projects at a time, while maintaining sharp attention to detail;
- 6 months to a years’ experience in a sales support, client services or similar role;
- Work closely and actively with Service Delivery Manager, to ensure SLAs are met and provide the provision of consistent excellent service;
- High competency in technology including internet, CRM systems, email, and Microsoft Office applications;
- An interest in start-ups;
- Highly organised and motivated with an aptitude for problem-solving;
- Positive attitude, team-oriented, self-starter who can maximise the results of individual contributors to meet and exceed company sales targets;
- Excellent written and verbal communication skills;
- Processing records on all BPP systems;
- Maintain strong client relationships through regular close account management which will include telephone and email communication;
- or above from a top university.