Build strong business relationships with their respective accounts by ensuring that client needs and expectations are consistently met and exceeded.
Manage client complaints and resolve issues effectively and in a timely manner, turning challenges into opportunities for long-term partnerships.
Manage client usage through proper planning and setting realistic expectations, including increasing usage of under-utilized accounts by working closely with the Executive Assistants.
Leverage sales experience to identify and capitalize on opportunities for growth within existing accounts.
Conduct sales calls to potential clients, presenting MySigrid’s offerings and converting leads into business opportunities.
Promote MySigrid’s values and help maintain a positive working environment for all staff.
Perform daily health checks on each account’s mailboxes to ensure smooth operations.
Provide immediate support to all staff relevant to his/her clients, including guidance on processes, SOPs, and daily operations.
Assist and monitor staff in day-to-day management of work focused on inbox clean-up, task scheduling, and time management.
Assist and monitor staff in cases of mistakes and learning opportunities, ensuring incidents are promptly reported and resolved.
Provide coaching and training to staff to promote continuous improvement and professional development.
Ensure the quality of work for all staff, including specialists, by performing weekly quality audits in compliance with SOPs.
Ensure that client preferences and information are captured and stored securely in line with SOPs and data protection policies.
Identify process and knowledge gaps and offer short-term and long-term solutions to address these gaps.
Conduct initial checks of requested leave dates, ensuring no resource shortages and forwarding them to the manager for final approval.
Assist management in the roll-out of new processes, policies, or projects as required.
Take on additional responsibilities assigned by the manager to promote growth and continuous improvement within the team.
Requirements
Highly organized
Strong drive to succeed
Excellent communication and interpersonal skills
Demonstrate leadership qualities
High computer literacy and ability to learn new software
Knowledge of customer success processes
Patient and an active listener
At least 1 year in the Customer Service/Success supervisory/team lead role