Accounts Experience Specialist

Responsibilities of Accounts Experience Specialists:

• •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.