Senior Client Partner

2 days ago

Makati City, National Capital Region, Philippines beBeeCustomer Full time ₱600,000 - ₱900,000
Job Title

We are seeking a seasoned Client Partner to ensure our clients achieve their desired outcomes while utilizing our services.

Your role is crucial in fostering long-term client relationships and identifying opportunities for mutual success. You will lead new customer onboarding, proactively manage client relationships to ensure satisfaction and growth, and efficiently handle various client requests and support needs.

Key Responsibilities
  • New Customer Onboarding:
    • Lead the internal team to prepare for client kick-off meetings.
    • Review client requirement lists and clarify any issues.
    • Ensure all relevant data, including KYC and customer profiles, is prepared for kick-off.
    • Categorize and classify customers based on their VIP levels.
    • Manage expectations and create work plans with customers, including milestones and target dates for projects.
  • Client Success Management:
    • Align internal teams and VAs for seamless service delivery, especially when multiple VAs support a client.
    • Conduct regular client health checks and follow-ups.
    • Facilitate internal team recurring meetings to review client status.
    • Identify and manage risks and gaps, applying action plans for corrective actions and notifying relevant stakeholders.
    • Track project plan targets and milestones.
    • Identify potential client business growth opportunities and suggest additional services.
    • Coordinate training for VAs supporting clients if knowledge gaps are identified.
    • Organize client surveys and health check meetings.
    • Handle client complaints and lead the core team to resolve problems.
    • Manage holiday greetings, promotions, and course communications for clients.
    • Identify potential future re-opening opportunities at the end of a contract.
    • Ensure a smooth transition to replacement VAs in case of VA resignations.
    • Establish escalation paths for critical client issues.
  • Client Requests & Support:
    • Handle new client requirements or additional support requests.
    • Coordinate new service requests, including the provision of additional VAs.
    • Manage requests for upskilling of VAs.
    • Coordinate changes in schedule or hours as requested by clients.

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