Client Service Officer

1 day ago

Kochi MGRoad Kochi Kerala, India Peak Performance Advisors (OPS) PVTLTD Full time ₹ 2,00,000 - ₹ 2,40,000 per year

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.

Job Type: Full-time

Pay: ₹10, ₹20,000.00 per month

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