Account / Relationship Management - Non Voice
CleartaxJob Highlights
Required Skills
Job Description
Role Summary: We are seeking a dedicated and organized Account / Relationship Manager (Non-Voice) to join our growing team. This role is crucial in ensuring client satisfaction and retention by providing exceptional support and managing client accounts effectively. You will be the primary point of contact for clients, addressing their queries and ensuring they receive the full value of our services.
Key Responsibilities:
- Manage a portfolio of client accounts, building strong and lasting relationships.
- Act as the primary point of contact for clients, addressing inquiries and resolving issues via email and chat.
- Onboard new clients and guide them through our platform and services.
- Proactively identify client needs and provide solutions to enhance their experience.
- Educate clients on new features and best practices to maximize their use of our services.
- Monitor client account health and take proactive steps to prevent churn.
- Collaborate with internal teams (sales, product, support) to ensure seamless client experience.
- Maintain accurate client records and update CRM systems.
- Gather client feedback and provide insights to improve our products and services.
About Cleartax
ClearTax is India's leading financial services platform, founded in 2015. It started with a focus on simplifying tax filing for individuals and businesses and has since expanded to offer a comprehensive suite of financial solutions including GST compliance, investments, wealth management, and business accounting software. ClearTax aims to empower Indians with easy-to-use financial tools and expert advice, making financial management accessible and efficient.
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