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The Account Executive plays a vital role in supporting the Account Management team indelivering exceptional client service. This role involves managing client communications assisting in service renewals and working closely with clients to fulfill their needs through regular meetings reports and updates. The Account Executive is also responsible for closing non-retainer ad-hoc deals and ensuring that all client data is accurately documented in Salesforce.
Key Responsibilities:
1. Client Service Renewal Support
- Assist the Account Manager in renewing client services by preparing relevant information updating client needs and managing administrative tasks for renewals.
2. Client Meetings and Training
- Attend client meetings and training sessions (face-to-face or online) as needed.
- Represent the team professionally and maintain strong communication eligible for travel claims when attending off-site meetings.
3. Sales and Ad-Hoc Deals
- Actively pursue and close non-retainer ad-hoc deals with clients.
- Eligible for individual commissions on successfully closed ad-hoc sales.
4. Client Communication and Requests
- Respond promptly to client requests and inquiries via email and WhatsApp.
- Ensure clear and effective communication with clients addressing their needs in
a timely manner.
- Salesforce Documentation and Accuracy
- Maintain accurate records of client details documentation and communication
logs within Salesforce.
- Regularly update client information to reflect recent interactions and ensure data
integrity.
6. Report Delivery and Compliance
- Ensure that all required reports (daily monthly and quarterly) are delivered to
clients on time and meet the necessary standards.
- Track report timelines to maintain consistency and meet client expectations.
7. Client Relationship Management
- Foster and maintain a positive relationship with all clients within the portfolio.
- Engage proactively to build rapport address issues and support client
satisfaction.
Skills and Experience
#LI-JR1
Full Time