Accounts Experience Specialist

Responsibilities

Handle a designated number of accounts for 30 days after cutover. Reach out to clients on multiple touchpoints, as per the schedule outlined in this SOP. Engage proactively with customers to understand their goals and challenges and offer solutions that align with their needs. Onboard new clients and guide them through product setup, Refreshers/ training, and initial usage to ensure successful product adoption..

Provide support and assistance to clients in utilizing our services effectively. Address any queries or issues raised by clients and escalate them as necessary. Document all interactions with clients and maintain accurate records on JIRA Board and Other Team Trackers. Share relevant information such as product links, support numbers, and important links with clients.

Attend team meetings to discuss progress and share updates. Adhere to the SOPs and meet the targets set by the Management. Continuously update knowledge on our products and services. Escalate any issues or concerns to the Manager. Identify upselling and cross-selling opportunities to expand customer use of the company’s products and services.