Executive - Client Servicing

Your Profile

• Support onboarding activities including account setup, configuration checks, and user training coordination.
• Respond to client queries, log issues, and follow through with Product/Tech teams to ensure timely resolution.
• Track platform usage, identify basic adoption gaps, and share insights with the internal Account Manager.
• Prepare weekly/monthly reports, usage summaries, and documentation for internal and client review.
• Maintain updated records of client communication, tickets, and SLA compliance.
• Escalate challenges promptly and ensure clients are kept informed on progress.
• Assist in capturing feedback, feature requests, and common usability issues.

Your Checklist

• 12 years of experience in Client Service, Customer Success, Support, or Operations within a SaaS or tech environment.
• Good understanding of SaaS workflows, ticketing systems, and basic troubleshooting.
• Strong communication skills, with the ability to interact confidently with client users.
• Proficiency in MS Excel, reporting tools, and CRM/ticket management platforms.
• Detail-oriented, organized, and able to handle multiple client requests concurrently.