Client Services Executive Job Description

Client Services Executive Job Description

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Client services executive provides leadership to drive technology and systems changes to meet changing industry trends and exceed business expectations.

Client Services Executive Duties & Responsibilities

To write an effective client services executive job description, begin by listing detailed duties, responsibilities and expectations. We have included client services executive job description templates that you can modify and use.

Sample responsibilities for this position include:

Convey the business value of cloud solutions, cloud brokerage platforms and SaaS solutions in successful sales partners
Able to find, qualify and sell, with the help of SEs and demo systems, cloud solutions into new and existing accounts
Responsible for the full cycle of creating and maintaining client agreements
Build a strong internal network and co-ordinate with different departments to solve client queries
Provide the essential link between sales and operations take ownership of client related issues
Report and escalate all client issues/needs to sales and encourage sales & operations teamwork in order to solve business goals
Research, analyze, generate and implement ideas on possible enhancements, market requirements, procedure changes, and other innovative improvements
Undertake with own mandate or participate in team or department projects as required
Review and control for Know your client documentation
Able to multitask a large set of deals in parallel

Client Services Executive Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Services Executive

List any licenses or certifications required by the position: GCP, AWS, CTS, ITIL

Education for Client Services Executive

Typically a job would require a certain level of education.

Employers hiring for the client services executive job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, MBA, Education, Marketing, Computer Science, Statistics, Management, Mathematics, Business/Administration, Information Systems

Skills for Client Services Executive

Desired skills for client services executive include:

Information Systems/Business Consulting Methodologies
Cloud
Data Center
Infrastructure-related technologies
Changing customer environment
Industry trends
Medical terminology
Customer challenges
Establishing
Executing

Desired experience for client services executive includes:

Good familiarity with the in-house systems necessary to fulfill the above functions
Excellent language skills (English a must
Be a flexible team player – be prepared to take the lead when appropriate but equally prepared to take direction and work with others
Embrace change – have the ability to work effectively in a fast moving and changing environment
Be results driven and the ability to deliver results within tight timeframes
Be confident and able to present to all levels of management within client organisations

Client Services Executive Examples

1

Client Services Executive Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of client services executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client services executive
  • Deep expertise in the use of SF.com in a sales person role
  • Provides leadership and guidance in critical internal, partner and end customer planning and engagement
  • Conducts regular business reviews with partners and end customers to track progress toward revenue and growth goals and owns execution of business plan
  • Prioritize customers and opportunities with greatest potential for success and manages a pipeline of opportunities that meets management expectations of size and quality
  • Closely manages profitability by minimizing profit leaks and maximizing gross profit
  • Has mastery of using a CRM system like Salesforce to record and report status and progress towards goals set by management
  • Meets with management regularly to review forecasts, opportunities and pipeline
  • Develop and manage local executive relationships, and provide leadership to the other team members in relation to the Enterprise Business Segment
  • Requires an understanding of VES services/products and network
  • Comment KPIs, monitor quality levels and lead client satisfaction surveys on operational services
Qualifications for client services executive
  • Have a knowledge and passion for digital trends and digital media
  • Ability to gather data, to compile information, and prepare report
  • No prior experience will be considered
  • Coordinate and support agents in creating and preparing content for listing pitches/presentations and proposals
  • The successful candidate will have a bachelor’s degree and a minimum of 2 years of related experience
  • Possesses strong computer skills, including intermediate - advanced knowledge of Microsoft Office products such as Outlook, Word and Excel
2

Client Services Executive Job Description

Job Description Example
Our growing company is looking for a client services executive. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services executive
  • Develop creative customized proposals to meet clients’ brief
  • Assist the Sales team and act as the key point of contact on all day to day activities relating to servicing the accounts
  • Coordinate and manage all aspects of contractual deliverables from pitching to implementation stage
  • Contracts, billings, cost of sale
  • Sponsorship/spot buy media placement and planning
  • Tracking of all sponsorship/advertising campaign elements
  • Coordinate the deliverables for all on air and online creative materials
  • Execution of on ground events and marcom activities
  • Oversee all operational components of clients’ sponsorship components including on air elements, digital media, marketing/promotional materials, invoicing, use of logos, cost of sales
  • Work with Research team to create post campaign reports and case studies
Qualifications for client services executive
  • Experience in the Commercial real estate sector or a related professional services industry is preferred
  • Demonstrated ability to work under pressure and to adhere to deadlines
  • Prepare marketing materials and related PowerPoint presentations
  • Must have a basic understanding of the Company s products and services industry and market conditions
  • 10+ years’ experience in salesin a VAR, MSP, and Distributor sales role ideally
  • Proven success of making quota
3

Client Services Executive Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client services executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client services executive
  • Own “A level” clients’ day to day interactions
  • Develop new methodologies and work practices that improve the agency’s and client’s performance and profitability
  • Possess a superior understanding of client business issues, industry, competitors and brands and use these insights to help clients articulate their needs and the agency to propose groundbreaking solutions
  • Co-orchestrate communications and messaging with other department heads on agency-wide business efforts and identify organic growth opportunities
  • Consider all financial implications of business decisions and choose solutions that grow the agency’s bottom line
  • Monitor and improve the financial health of accounts including growth, profitability and delivery against forecasts
  • Create a compelling vision that inspires passion and excitement on the team, particularly as it relates to building repeat business, client goals and process management
  • Seek out and hire the best talent that raises the bar on process management, business challenge identification, service-orientation, creativity, quality and profitability
  • Display exceptional and consistent leadership qualities both departmentally and cross-functionally
  • 15+ years industry experience in a leadership role
Qualifications for client services executive
  • Channel management with channel sales experience thereafter, as an individual contributor
  • Demonstrated Solution sales experience, then software and services and then hardware sales experience
  • Outgoing and able to work within deadlines and multi-task
  • Prior experience in television and or the Media/Entertainment industry a must
  • Candidate must possess at least a higher secondary/Pre-U/A level/College, Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma, Professional Degree, Advertising/Media, Business Studies/Administration/Management, Marketing, Commerce or equivalent
  • Preferably Executive/Senior Executive specializing in Advertising/Media Planning or equivalent
4

Client Services Executive Job Description

Job Description Example
Our innovative and growing company is looking for a client services executive. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services executive
  • High level strategic and innovative thinker
  • Enthusiastic and persuasive presentation skills
  • Fiscal planning and delivery capabilities
  • Conscientious and compassionate leadership
  • Relationship deepening abilities
  • Honest, committed, fun and driven approach
  • Future-forward skill set
  • Daily review and action of client breach alert system - reviewing pre and post trade alerts on in-house system
  • Create cash transfer requests ensuring compliance with Cazenove Capital regulations re fax/email indemnity and mandated information
  • Driving the Client Change Agenda for the client and monitoring and measuring client and product performance, including but not limited to Service Level Agreements issue logs, calling programs, internal and client service reviews
Qualifications for client services executive
  • Proficient in using Microsoft Excel, Word, PowerPoint, and Visio
  • Experience of client handling in financial sector, preferably private client
  • A minimum of 8-10 years of experience in a client facing role in a consulting firm or an account management role in the IT professional services offshore/outsourcing industry
  • Possess strong Utilities domain knowledge and experience
  • Proven ability to contribute to new business development efforts and to lead and manage multiple distributed teams to achieve client goals
  • Detail-oriented and able to manage and maintain all facets of complex assignments – Solid technical leadership
5

Client Services Executive Job Description

Job Description Example
Our company is looking to fill the role of client services executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services executive
  • Act as point-of-contact and liaison with marketing and other internal departments to coordinate the completion of marketing materials, financial packages, and other client-specific information
  • Collaborate and coordinate with multiple parties throughout the negotiation/deal process
  • Direct phone traffic and incoming correspondence
  • Draft, proofread and edit reports, presentations written materials
  • Oversee schedules, calendars, to include coordinating complex offsite tours
  • Assess office processes for efficiency and make necessary recommendations
  • Track and stay fully updated on all deals, pursuits and tasks
  • Knowledge of the client – providing the team with insights into the client’s business issues, corporate culture, organization, and competitive landscape, our engagement history
  • Write internal communication documents – creative briefs, scopes of work, data briefs along with client meeting minutes, project status reports and timing plans
  • Build and execute nurture tracks in our CRM platform along with scheduled bespoke email broadcasts
Qualifications for client services executive
  • Top-notch relationship skills – a true “people person”
  • Exceptional negotiation and prioritization skills
  • Mastery of marketing communications
  • Must be a passionate, results oriented person who wants to make a difference
  • Strong sense of verbal/visual expression along with experience with a variety of creative output
  • 2+ years in product management on client side (medical devices, pharma, biotech)

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