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Purpose and Key Responsibilities
The Client Success Executive serves as the operational backbone of client engagements, ensuring smooth execution across financial, logistical, and delivery-related processes. This role is pivotal in maintaining client satisfaction, mitigating risks, and identifying growth opportunities by coordinating internal teams and aligning client expectations with delivery capabilities and with ownership, to know all about the account and delivery, etc.)
Client Relationship & Health Monitoring
- Conduct and document Client & Team Health Checks
- Know, own, and manage all risks
- Attend and collaborate with the CSU lead on Quarterly Business Reviews (QBRs)
Growth & Strategic Enablement ( involved with CSU lead)
- Identify and action growth opportunities within accounts
- Client-side Promotions and COLAs
- Project Reallocations
- Margin refr...