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Designation: Account Director Team: Account Management
Grade: 6
Job Location: Mumbai/ Gurugram
Reporting Manager: Business Head
Job Purpose
The Account Director is responsible for maintaining a leadership position in the market by contributing to:
● Success of a set of assigned client accounts, leading to account renewals and upsells
● Building of capable, independent and motivated teams
● Accurate internal planning, budgeting and forecasting
Role Responsibilities & Deliverables
1. Strategic ● Create plans, budgets & forecasts for internal consumption and usage ● Review & vet decoded client briefs of existing clients every quarter and of new clients as they come in ● Create and communicate Annual Operating Plans (AOP) basis the clients’ decoded briefs. Update the AOP incase of significant modifications in the client’s brief or digital platform policies during the course of the year ● Create quarterly execution plans based on internal plans and decoded client briefs ● Update resource planning basis quarterly FTE and utilization mapping ● Maintain monthly client P&Ls ● Ensure achievement of billing targets by the team ● Ensure timely renewal of contracts. Identify any obstacles to contract renewal well in advance, and resolve (or escalate) the same
2. Communication & Coordination
● Monthly / Quarterly (as pre-defined) meetings with clients to build relationship, understand client’s strategic / growth plans and identify upsell opportunities ● Monthly communication with clients to provide updates and collect feedback ● Ensure timely and proactive response to client emails (by self and by team) Mumbai | Gurugram
3. Account Management
● Brainstorm (when required) with relevant teams for client pitches and execution of briefs ● Ensure accurate referencing and industry benchmarking by the team ● Upsell offerings to existing clients based on specifically identified needs of the client ● Strategic intervention and inputs to the competitor analysis process. Identify process improvements, new potential offerings and internal training needs basis the same
4. Finance ● Follow up with the client for any overdue payment and ensure it’s release incase the Associate AD isn’t able to ● Review quarterly financial trackers and update the management on the same. Provide necessary inputs and course correction where required
5. Team ● Hire capable, independent resources that can understand, communicate and execute client briefs accurately ● Create a team culture of research and self-development ● Work with the L&D team to structure training programs that directly impact work quality along with specific competencies
Core Competencies
1. Business & Financial Acumen ● Fluency in comprehending, tracking and maintaining financial data ● Keenness in understanding Client business with the aim at linking team efforts with Client revenue
2. Leadership & Team Management ● Lead by example & mentor team members ● Keep team members motivated at all times ● Ensure quality resources are brought on board ● Provide appropriate level of feedback concerning team progress (via performance reviews and on the job feedback) ● Train, mentor and motivate the team Mumbai | Gurugram
3. Industry Knowledge ● Monitor competitor offerings and identify potential business avenues ● Update self and the team on the latest industry trends
4. Customer Focus ● Keep client needs in mind while framing strategies ● Timely resolution of client escalations
5. Planning & Organizing ● Tactfully prioritise tasks and projects to manage work across brands ● Deliver quality work within deadlines with the available resources
6. Communication ● Excellent written and verbal skills ● Ability to clearly articulate complex ideas and strategies to clients and the team ● Ability to sell work and ideas, and respond positively to feedback
Desired Qualifications & Expereince
1. UG - Any Graduate - Any Specialization OR PG - Any PG Course – Any Specialization; Post Graduation Not Mandatory.
2. Candidates with 5+ years of work experience can apply. Should have preferably been involved in Client Servicing, Strategy and Execution – All three
3. Prior team management experience preferred
4. Proven & demonstrable experience of being able to work under pressure and multi-task. Should be comfortable with handling pressure since the role demands it
Role –Customer Success Executive (Post Sales)
Looking to grow in a customer success role in a dynamic and fast paced SaaS environment ? NuVeda is the perfect place for you to explore your interests, use your strength to leverage your customer relationship.
Who we are?
A three-time award winner for the best product from eLearning Industry (2022), NuVeda established in 2006, is a fast-growing SaaS company with offices in Minneapolis, Chennai & Bangalore.
What do we do?
As a strategic growth partner in learning and development, we help our Customers Design, Deliver & Manage all their learning interventions at scale, Measure the business impact and Monetize the learning assets.
Our Vision & Culture
With a vision to build the "Google of Learning", we thrive in an open and honest organization culture where Autonomy, Alignment to Purpose, Integrity, Continuous Learning and Development are fostered to be future ready.
Why us?
We promise you an ambitious career path, compensation & benefits as per the industry standards and a team of high pots who pushes you to your limitless potential.
Role Summary
We are looking for people with the right mix of compassion, communication skills, and technical knowledge to get the job done.
- As a Customer Success Executive, you will partner closely with the Director of Customer Success, Implementation and Onboarding team and product team to ensure our customers realise the maximum value from their investment.
- Build and maintain strong professional relationships with our domestic and global customers with the support of the team to coordinate operational tasks.
- This is a highly collaborative role, which requires excellent organization, clear communication and a passion for using data to drive successful partnerships.
Keen to know more about how you could contribute?
- Maintain a detailed knowledge of our offering and the impact they can create for our customers.
- Coordinating and maintaining a detailed list of all tasks and communication with the client.
- Working closely with other cross-functional team members to translate business needs and product requirements into new solutions for customers.
- Manage the process of creating review reports which will include : consolidating and maintaining reporting format, proof reading and pulling standard reports.
- Maintaining a task and discussion tracker to manage the timelines and go live details of the ongoing projects.
- Schedule regular/day-to-day client and internal meetings to understand the requirements, challenges and adoption status.
- Assisting the onboarding team for any new business set up activity that might arise from accounts.
- Proactively spot and correct any issues that could affect customer satisfaction or retention.
- Help CS Team drive customer references and case studies, and produce reports and presentations to explain insights and results to marketing professionals.
- Keep yourself updated about new products and services that could be of value to customer’s business.
- Co-ordinate with the QA team and Product team for timely closure of tickets and help the customer understand the usage.
- Handle customer escalations and ensure closure of the issues.
Desired Skills
- Any graduate/masters/engineering in computer science who is ambitious, energetic, and highly motivated to learn and grow in a fast-paced environment.
- -2 years of relevant experience in B2B customer facing roles.
- Knowledge of the SaaS ecosystem (good to have).
- Good communication skills, problem solving skills, solution oriented, logical thinking, analytical thinking, highly organized and active, proactive and learning ability will be highly desired.
- Account management and client relationship skills is preferred.
Technical Customer Support
- Ability to work in team environment
- Familiarity with customer service software (CRM,ticketing systems) for chat and call process.
- Ability to work flexible hours ,including evenings and weekends.
- Earlier experience into chat and call support process.(Technical support experience)
- Customer oriented approach and ability to adapt different situations
- Hands on experience on MS office suite.
- Ability to multitask and problem solving skills
- 0-2 years of experience
- Excellent communications skills written and verbal.
Responsible for :
- Respond to customer queries via chat or phone in a timely and professional manner.
- Proactively responding on tickets or issues.
- Resolve customer queries or issues with required solutions
- Coordinate with internal teams for query resolution.
- Provide required information about products and services offered by Provakil.
- Update customer information and issue details in ticketing platform
- Analysing the challenges faced by clients and passing the details to technical team.
- Should be aware of product feature updates.
- Flexible in working shifts
Requirement:
- Respond to customer queries or technical issues via email in a timely and professional manner.
- Resolve customer complaints or issues by providing appropriate solution or alternatives.
- Should have knowledge of API integration, cloud based tool.
- Interact with cross team to get the issues resolved.
- Hands on experience on CRM or any ticketing system.
- Should be able to lead meetings and training sessions.
- Worked in customer facing environment.
- Troubleshoot technical issues at level 1 and level 2 .
- Handled customer escalations and worked on escalation matrix
- Provide weekly status on ticket received and resolved
Additionally,
Excellent communication verbal and written.
Handled enterprise client issues in previous experience.
Bachelor’s degree in CS or IT or related field.
What you will do:
- Processing customer request in a timely and comprehensive manner to ensure customer satisfaction with Inbound and Outbound calls/emails/chat
- Highlighting issues through feedback and recommending changes in workflows, procedures and service levels to meet customer needs and ensuring quality service always
- Growing and nurturing customer relationships on every interaction that results in measurable Customer value
- Documenting necessary account information and offering custom solutions that benefit the customer
- Delivering extraordinary results measured by customer satisfaction, effectiveness, efficiency and quality
- Balancing customer interests with the interests of company
- Resolving all customer queries and following established problem ticket recording procedures as appropriate
- Gathering relevant information from customers as required and updating it accurately to facilitate the decision process
What you need to have:
- Any graduate with demonstrable experience of 2-4 years
- Needs proactiveness and anticipation to understand customers problems
- Adaptability to customer's need and requirement
- Should be a problem solver
- Should be a go-getter, with high drive and ownership
- Should have good communication and listening skills
- Should have sound English language skills (written and verbal) with good typing speed
Their services are available across the globe, with over 65% of their client base being from US, UK, and Canada. The company's primary focus is on Ayurveda and taking the ancient knowledge to anyone who wishes to bring back balance to their health and apply the tools in their everyday life.
- Maintaining a positive, empathetic, and professional attitude toward customers at all times.
- Serving customers by providing product and service information and resolving product and service problems.
- Attracting potential customers by answering product and service questions and suggesting information about other products and services.
- Knowing company's products inside and out so that queries can be handled well
- Handling queries from international customers on call, email & social media.
What you need to have:
- Candidate should be ready to work during night shift (US working time)
- Experience of providing support to international customers on call or chat process preferred
- Excellent fluency in spoken English
- Proven work experience of Customer interactions.
- Capable of speaking in American accent (preferred)
- In-dept understanding of customer service practices
- Excellent written and verbal communication skills in English
- Teamwork and motivational skills\Ability to handle multiple tasks, work in a fast- paced environment and meet deadlines.
- Should have Good follow up skills
- Should be Honest and Self Disciplined
- Excellent Team player and Quick learner
- Graduate
- English Hons. (Preferred)
ABOUT US
Zolve’s mission is simple: we want to make financial products accessible to everyone. Zolve offers the ambitious a plethora of products to simplify banking in the US, such as:
- A Bank Account you can create from anywhere in the world in under five minutes
- A high-limit Credit Card that helps build a healthy credit score
- Easy, lightning-fast, cross-border money transfers with the best rates in the market
We believe: that if space tourism is real, so is reaching for the stars.
RESPONSIBILITIES
- Responsible for driving customer excellence & bringing the customer perspective to all business decisions
- Work with cross-functional teams (business, product, design, content, marketing etc.) and wear the hat of the customer to constructively challenge the teams and to develop a customer-first mindset and implement customer focused strategies
- Own and drive the overall NPS metric for Zolve
- Consistently scan the market for best practices, best in class journeys, best in class customer delighter elements etc. and own market intelligence from a customer experience perspective
- Understand the competitive landscape and be an expert on our competition and how they are positioned
- Obtain insights into customers’ usage of current products, untapped opportunities and customer personas, through interviews, surveys, and sales data
- Collaborate with product management and marketing communications to develop product positioning and messaging that resonate with our target customer personas.
- Serve as a customer evangelist within the organization
REQUIREMENTS
- 1. Obsessed with improving customer experience 🙂
- 2. Obsessed with improving customer experience 🙂
- 3. Obsessed with improving customer experience 🙂
- 4-6 years of B2C product experience
- Preferably has worked or studied in the US
- A creative and quantitative thinker
- Significant attention to detail
- Demonstrable experience collaborating with cross-functional teams, across geographies, and taking ownership of key metrics
- Excellent presentation, written, and verbal communication skills
Headquartered in Mumbai, our client employs over 300 professionals and operates out of 6 locations in West & South India. They are one of the leading players and trusted name in the chosen markets for over 18 years with diverse promoter experience in Banking and FMCG with 40+ years of cumulative Banking / Risk management experience and assuring legality with the process in place.
- Networking with collection agencies
- Being responsible for Onboarding Internal Team
- Being responsible for Onboarding local Collection Agencies on behalf of partner client organization
- Being responsible for agencies Productivity & Efficiency
- Meeting Collection benchmarks for a given portfolio
- Being responsible for P&L Accountability
- Being active in Franchise Building and Relationship Management
- Handling Client Portfolio, performance
- Managing Product Profitability
What you need to have:
- Any Graduation
- Young & dynamic leaders with 3+ years of experience in managing rural markets
- Rigour for numbers
- Proven record of managing a team of 10+ people
- Ability to handle & deliver in challenging environments.
Primary/Essential Duties and Key Responsibilities:
- Proactively manage a portfolio of customers once the implementation phase is completed
- Develop and build strong relationships with key customer stakeholders
- Understand customers’ needs and priorities to optimize the use of the platform
- Identify new opportunities: up-sell, cross-sell, additional training
- Effectively communicate application features and product information for new releases and facilitate their adoption
- Be the voice of the customer and provide internal feedback on how we can better serve our customers
- Collaborate closely with various cross-functional teams (Product Management, R&D, Marketing and Sales) to drive better results
- Resolve billing and Support inquiries in a timely and productive manner
- Coordinate small customer projects
Required Qualifications:
- Well-organized and excellent time management abilities
- Proven ability to collaborate and build strong relationships with customers especially at the Executive level
- Exceptional oral and written communication skills and attention to detail
- Minimum 4-5 years experience
Travel Requirements:
We are hiring a Customer Service Representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a number of communication channels. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers.
Customer Service Representative Responsibilities:
- Maintaining a positive, empathetic and professional attitude toward customers at all times.
- Responding promptly to customer inquiries.
- Communicating with customers through various channels.
- Acknowledging and resolving customer complaints.
- Knowing our products inside and out so that you can answer questions.
- Processing orders, forms, applications, and requests.
- Keeping records of customer interactions, transactions, comments and complaints.
- Communicating and coordinating with colleagues as necessary.
- Providing feedback on the efficiency of the customer service process.
- Managing a team of junior customer service representatives.
- Ensure customer satisfaction and provide professional customer support.
Customer Service Representative Requirements:
- High school diploma, general education degree or equivalent.
- Ability to stay calm when customers are stressed or upset.
- Comfortable using computers.
- Experience working with customer support.
Responsible for planning, implementing and directing the sales activities of the company in a designated area to achieve sales objectives.
Duties and Responsibilities
- develop a sales strategy to achieve organizational sales goals and revenues
- set individual sales targets with the sales team
- delegate responsibility for customer accounts to sales personnel
- co-ordinate sales action plans for individual salespeople
- oversee the activities and performance of the sales team
- ensure sales team have the necessary resources to perform properly
- monitor the achievement of sales objectives by the sales team
- liaise with other company functions to ensure achievement of sales objectives
- evaluate the performance of sales staff
- provide feedback, support, and coaching to the sales team
- plan and direct sales team training
- assist with the development of sales presentations and proposals
- develop online sales platforms
- co-ordinate and monitor online sales activity
- investigate lost sales and customer accounts
- track, collate and interpret sales figures
- forecast annual, quarterly and monthly sales revenue
- generate timely sales reports
- develop pricing schedules and rates
- formulate sales policies and procedures
- help prepare budgets
- control expenses and monitor budgets
- maintain inventory control
- conduct market research and competitor and customer analysis
- analyze data to identify sales opportunities
- develop promotional ideas and material
- attend trade meetings and industry conventions
- cultivate effective business relationships with executive decision-makers in key accounts
Education and Experience
- business degree or related professional qualification
- experience in all aspects of planning and implementing sales strategy
- technical sales skills
- proven experience in customer relationship management
- knowledge of market research
- experience in managing and directing a sales team
- relevant product and industry knowledge
- solid understanding of digital sales platforms
- experience with relevant software applications
Key Competencies and Skills
- excellent written and verbal communication skills
- organization and planning
- problem analysis and problem-solving
- information management
- team-leadership
- formal presentation skills
- persuasiveness
- adaptability
- innovation
- judgment
- decision-making
- stress tolerance
Job Type: Full-time