Client Service Officer

2 days ago


Kochi MGRoad Kochi Kerala, India Peak Performance Advisors (OPS) PVTLTD Full time

**About the Role**

We are seeking a **proactive and ownership-driven Client Service Executive** to assist the Customer Success Manager in building strong client relationships. This role involves connecting with **B2B clients (business owners)**, monitoring business strategies given by coaches, and ensuring seamless execution. You will serve as the **bridge between the client and our organization**, taking complete ownership of assigned accounts while ensuring growth and client satisfaction.

If you are client-focused, flexible in approach, and strong in **advanced Excel & PowerPoint reporting**, this opportunity is perfect for you.

**Key Responsibilities**
- Act as the **primary point of contact** for assigned clients, ensuring long-term engagement and trust.
- Conduct **regular B2B calls** with business owners to track strategy execution given by business coaches.
- Identify **delays, gaps, and challenges** in client execution, probe into reasons, and provide solutions.
- Bridge communication between clients and the organization, ensuring clarity and smooth workflows.
- Prepare and present **analytical reports, dashboards, and presentations** using advanced MS Excel & PowerPoint.
- Collaborate with the Customer Success Manager and internal teams to drive client satisfaction and retention.
- Take **full ownership** of client accounts, ensuring proactive follow-ups and measurable results.
- Maintain flexibility to adapt to dynamic business needs and client requirements.
- Consistently achieve and exceed success KPIs and performance goals.

**Requirements**:

- 06-2 years of experience in **Client Success / Client Relationship Management / Client Service Account Management**.
- Proven ability to manage **B2B clients** and interact confidently with business owners.
- Strong English communication skills (verbal & written).
- **Advanced MS Excel** (pivot tables, lookups, data analysis) and **PowerPoint** expertise are mandatory.
- Highly **customer-focused**, performance-driven, and professional in approach.
- Strong organizational, problem-solving, and multitasking skills.
- Flexible and adaptable to the dynamic business industry environment.

Pay: ₹10,000.00 - ₹20,000.00 per month



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