Responsibilities

Managing recent clients when finalized for delivery during the upcoming month (Primary)

Onboarding a client when the sale is made. Welcome call + Welcome email + Account creation + Logging the sale in data sheets that we manage.

Discussing project requirements with customer via call or sometimes email and forwarding it to developers in a set Word format.

Liaising with clients in case of any questions/clarifications from Dev team

Delivery of demo and compiling the changes from client

Communicate the changes and client’s feedback with Dev team

Settle the account with the customer and get the payments started

Ensuring all monthly performance KPIs are met

Management of Old (previously delivered) Projects (Primary)

Call and email clients for Account Manager introduction for their future requirements

Receive the changes sent by client and evaluate

Communicate changes with developers

Approaching the client for review post project delivery





Make incoming and outgoing calls when required

Keep a watch on the clients who are approaching their contract end date and approach for renewal.

Some Additional Duties (secondary)

Bulk client reach-outs when required

Reporting

Collections

Upsells & Cross-sales

KPIs

1) Projects deliveries ($ value and numbers both)

2) Project Settlement

3) Customer feedback & Google reviews

. Skillset Required: Client onboarding, Account creation, Data management, Project requirements gathering, Client communication, Email communication, Call handling, Documentation, Developer liaison, Demo delivery, Feedback compilation, Payment processing, Performance KPIs, Account management, Project evaluation, Client review, Contract renewal, Reporting, Collections, Upselling, Cross-sales, Customer feedback collection

📌 Account Manager (India)
🏢 Easebiz Fintech Solutions
📍 India