Manage an assigned portfolio of client accounts and maintain long-term relationships.
Serve as the primary point of contact for client queries, requests, and escalations.
Conduct client onboarding and ensure clients are fully informed about products or services.
Coordinate with sales, operations, support, and finance teams to ensure timely resolution of client matters.
Monitor account performance and health, and follow up on renewals and contract extensions.
Identify and report prospects for upselling and cross-selling.
Prepare periodic account reports, status updates, and client feedback summaries.
Maintain accurate and up-to-date client records in the CRM system.
Provide guidance and support to junior team members as required.