Sr. Associate - Customer Care - Onboarding & Account Management 5B
Core
Serve as the primary point of contact for clients, managing onboarding, addressing inquiries, and driving account growth through upselling and cross-selling.
Role type
Senior Account Manager / Customer Success Associate
Builds
Client relationships and account performance reports
Domain
Professional Services / Customer Care
Deliverable
client delivery
Required skills
Customer Relationship Management (CRM), Data Analytics, Data Visualization, Insight Generation, Customer Onboarding
Preferred skills
Insurance domain knowledge
Technologies
ServiceNow, Power BI
Responsibilities
Address client inquiries and concerns promptly, develop and maintain strong client relationships, collaborate cross-functionally to deliver solutions, monitor account performance and identify upselling opportunities, prepare and present account performance reports, assist in developing account strategies for retention and growth, stay updated on industry trends, participate in client meetings and negotiations.
Seniority
Senior, hands-on IC