Client Servicing

  • Create plans to address clients’ business needs.

 

  • Schedule regular meetings with customers to ensure they are satisfied.

 

  • Help sales team up-sell or cross-sell services and products.

 

  • Set sales and revenue targets and work diligently to meet them.
  • Interact with clients and build relationships with them while ensuring their needs are being met
  • Oversee a team of customer service Associate’s and ensure they are providing an exceptional client experience
  • Mastermind creative ways to deliver an exceptional client experience
  • Develop and oversee the implementation of client service protocols
  • Resolve complex client problems or disputes in a professional manner
  • Coach and support team members to help them meet departmental goals
  • Keep records and documentation of client interactions for training purposes
  • Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement

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