Job Description – Client Success Officer

We are looking for a proactive and client-focused Client Success Officer with 2–3 years of experience to manage client relationships, ensure smooth service delivery, and maintain high levels of client satisfaction.

The ideal candidate will act as a key point of contact for clients, understand their requirements, coordinate with internal teams, resolve issues promptly, and ensure that all client deliverables are completed accurately and within agreed timelines.

Key Responsibilities

- Act as the primary point of contact for assigned clients and maintain solid professional relationships.
- Understand client requirements, expectations, and business needs.
- Coordinate with internal teams to ensure timely and accurate delivery of services.
- Follow up on pending client requirements, documents, approvals, and clarifications.
- Monitor client deliverables and ensure agreed timelines and service standards are met.
- Respond to client queries through email, phone, and other communication channels in a professional manner.
- Identify client concerns and coordinate with relevant teams to ensure timely resolution.
- Maintain regular communication with clients and provide updates on ongoing tasks and deliverables.
- Track client requests, issues, and resolutions using appropriate systems or CRM tools.
- Conduct periodic client follow-ups to understand satisfaction levels and identify areas for improvement.
- Identify opportunities to improve client experience, service quality, and operational efficiency.
- Escalate critical client issues or service concerns to the appropriate senior team members.
- Maintain accurate records of client communications, requirements, and action points.
- Coordinate with the accounting, finance, compliance, or operations teams as required.
- Assist in preparing client reports, status updates, meeting notes, and presentations.




- Participate in client meetings and ensure that agreed action items are followed up and completed.
- Support client onboarding and ensure a smooth transition from onboarding to regular service delivery.
- Help retain clients by ensuring consistent service quality and proactive communication.
- Ensure client information and business data are handled confidentially.

Requirements

- Bachelor's degree in Business Administration, Commerce, Finance, Accounting, or a related field.
- 2–3 years of experience in client servicing, client success, customer success, account management, or a similar role.
- Excellent verbal and written communication skills.
- Strong interpersonal and relationship-management skills.
- Good organizational and time-management abilities.
- Ability to manage multiple clients and priorities simultaneously.
- Strong follow-up and problem-solving skills.
- Good working knowledge of MS Office, particularly Excel, Word, and Outlook.
- Experience using CRM, project management, or client management tools is an advantage.
- Ability to coordinate effectively with cross-functional teams.
- Strong attention to detail and a service-oriented approach.

Preferred Skills

- Experience in accounting, auditing, taxation, outsourcing, consulting, or professional services.
- Experience handling B2B clients.
- Ability to understand and communicate business requirements clearly.
- Strong negotiation and conflict-resolution skills.
- Ability to work independently as well as part of a team.
- Professional and confident approach when communicating with clients.

Key Performance Indicators (KPIs)

- Client satisfaction and retention.
- Timely completion of client requests and deliverables.
- Response and resolution time for client queries.
- Accuracy of client communication and documentation.
- Client engagement and follow-up effectiveness.
- Successful onboarding and service coordination.
- Reduction in recurring client issues.
- Internal team coordination and adherence to agreed service timelines.

Pay: ₹200,000.00 - ₹300,000.00 per year

Work Location: In person

📌 Client Success Officer (India)
🏢 Alchemist Consulting
📍 India