Client Relationship Manager

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.

About Us

We believe the future of software development is AI-native — where engineers operate at a higher level of abstraction and quality remains non-negotiable. 

Incubyte is a software craft consultancy where the “how” of building software matters as much as the “what”.  

We partner with companies of all sizes, from helping enterprises build, scale, and modernize to early-stage founders bring their ideas to life. 

Our engineers operate in an AI-native development model, using AI as a collaborator across the SDLC to accelerate development while upholding the discipline of software craftsmanship. Guided by Software Craftsmanship and Extreme Programming practices, we build reliable, maintainable, and scalable systems with speed, without compromising quality. If this way of building software resonates with you, we’d like to talk. 

Our Guiding Principles 

These principles define how we work at Incubyte. They are non-negotiable. 

Relentless Pursuit of Quality with Pragmatism 

  We build high-quality systems without losing sight of delivery. 

Extreme Ownership 

  We take responsibility end-to-end for decisions, execution, and outcomes. 

Proactive Collaboration 

  We collaborate closely, challenge each other, and solve problems together. 

Active Pursuit of Mastery 

  We continuously improve our craft and raise our bar. 

Invite, Give, and Act on Feedback 

We seek, give, and act on feedback to get better every day. 

Ensuring Client Success 

We act as trusted partners and focus on real outcomes, not just output. 

Job Description

This is a remote position.

Internship Duration: 6 months 

Education: Bachelor's degree in computer science/IT 

Conversion: Based on performance during the internship, you may be offered a full-time role as part of our Account Management team.

About the Role

This internship is ideal for recent graduates or early-career professionals with a technical or engineering background who are keen to build a career in client-facing account management. You'll work closely with our Technical Account Managers and support the day-to-day operations that keep our client accounts running smoothly. This is an execution-focused role. Your primary job is to make sure nothing gets dropped, and that every record, document, and follow-up is accurate and on time.

Outcomes You'll Own

• Operational reliability: follow-ups, deadlines, and action items are tracked and closed, with nothing falling through the cracks
• Data accuracy: account information stays correct and consistent across CRM, ERP, and internal records
• Paperwork done right: client documentation is complete, accurate, and submitted on time
• Dependable support: Account Managers can rely on you to take tasks off their plate and see them through to closure.

Activities That Drive These Outcomes (illustrative, not exhaustive)

• Keep CRM/ERP and account records up to date, down to client-specific details.
• Support the weekly account snapshot by gathering and verifying data on runway, headcount, and invoicing
• Help prepare client paperwork, including security questionnaires, vendor onboarding forms, and due diligence documents
• Track action items from client meetings, monthly readouts, and QBRs, and follow up until they're closed
• Assist in maintaining account plans and stakeholder maps.
• Coordinate with People Success and recruiting on staffing updates when needed
• Document repeated tasks and processes so they're easy for others to follow
• Flag inconsistencies, gaps, or risks to your Account Manager early

Requirements

What You'll Bring

• A technical or engineering background (degree or equivalent exposure), with curiosity about how software teams' work
• Strong attention to detail. You notice when numbers don't match or a field is missing
• Thoroughness in your work and a habit of double-checking before calling something done
• Comfort handling documentation, forms, and structured data
• Strong verbal and written communication
• An ownership mindset: you take tasks to closure without needing reminders
• Good organizational skills and the ability to manage multiple tasks and deadlines
• Familiarity with spreadsheets. Exposure to CRM or ERP tools is a plus, but not required

What You'll Gain

• Hands-on exposure to how client accounts are managed at a software craft consultancy
• Mentorship from experienced Technical Account Managers
• A clear path to a full-time role based on your performance

What We Value 

• Extreme ownership – you take responsibility for outcomes and drive work end-to-end
• Ability to execute independently and define problems, not just solve assigned tasks
• A strong product mindset – willingness to talk to customers, understand problems deeply, and define direction when needed
• The ability to build trust and sell value, not just deliver output
• High standards, autonomy, and bias toward action. 

Benefits

Life at Incubyte   

We are a remote-first company with structured flexibility. Teams commit to shared rhythms during core hours, ensuring smooth collaboration while maintaining autonomy. Twice a year, we come together in person for a co-working sprint and once a year for a retreat - with all travel expenses covered.  

Our environment is built for crafters: pairing, refactoring, experimenting with AI, and pushing the boundaries of software excellence. We are all lifelong learners, and our work is our passion.  

Perks 

• ​Dedicated learning & development budget. 
• Sponsorship for conference talks. 
• Comprehensive medical & term insurance. 
• Employee-friendly leave policies. 
• Home Office fund 
• Medical Insurance

We are hiring a Client Account Manager to build strong client relationships and ensure smooth delivery of E2M’s services. You will be the primary contact for our agency partners—helping them see value, resolving challenges, and supporting long-term retention and growth.

Key Responsibilities

• Serve as the main point of contact for assigned clients
• Ensure clients receive maximum value from E2M services
• Deliver an excellent client experience and manage escalations
• Coordinate with project managers, developers, designers, and SEO teams for timely delivery
• Gather feedback and represent client needs internally
• Drive renewals, retention, and account growth
• Track account health, budgets, timelines, and profitability
• Build trusted relationships and provide strategic guidance
• Identify risks early and implement solutions
• Collaborate across teams for a seamless client journey

Requirements

• 3–5 years of experience in a digital, creative, or web agency
• Experience managing or delivering web/digital projects
• Strong understanding of web technologies and digital marketing (no coding required)
• Ability to handle multiple accounts and priorities
• Clear and professional communication skills
• Proven record in client retention, growth, and profitability
• Strong relationship-building and stakeholder management skills
• Familiarity with tools like ClickUp, Basecamp, or similar (preferred)
• Ability to work independently and collaboratively
• Experience working with Sales/Pre-sales/Account teams
• Strong presentation skills and attention to detail
• Experience working with North American clients and time zones

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office