Kalaivani Raji

Client Management:

• Develop and maintain strong relationships with existing clients.
• Act as the primary point of contact for clients, addressing their needs and concerns promptly.
• Regularly check in with clients to ensure satisfaction and identify any areas for improvement.

Rebooking and Upselling:

• Identify opportunities to rebook clients for additional services.
• Upsell services to existing clients by understanding their evolving needs and presenting suitable solutions.
• Achieve quarterly sales targets through rebooking and upselling activities.

Onboarding / Reporting

• Effectively onboard new clients, ensuring a seamless transition and integration of our services.
• Conduct onboarding sessions to educate clients on our offerings and how to maximize their value - META & Google KPI's
• Ensure all necessary documentation and agreements are completed accurately and timely.
• Analyze campaign data to identify trends, insights, and areas for improvement.
• Provide clients with clear, actionable recommendations based on report findings.

• Responsible for helping define the content and processes for Customer Success now and through future growth
• Partner with an Onboarding Specialist to ensure a smooth handoff of the client through the initial setup of ClickDimensions
• Serve as the marketing automation and best practices consultant for new customers by guiding them through ClickDimensions Success Planning with the goal of understanding their goals and helping them successfully align ClickDimensions with their goals
• Define and agree upon customer success with customer
• Proactively monitor client accounts based on their defined success plans and provide guidance/advice based on marketing best practices as needed
• Prepare and conduct regular success checkpoints and QBRs (quarterly business reviews) with key client contacts to ensure adoption of and success with ClickDimensions, provide recommendations for improvement, as well as continued re-alignment of customer goals
• Actively manage a book of customers efficiently, remaining organized and prioritizing customer escalations appropriately
• Responsible for identifying at-risk accounts and implementing effective response actions to ensure customer success, satisfaction retention with ClickDimensions
• Communicate with account management throughout the customer lifecycle to identify areas of cross

Work with a dynamic team and is responsible for managing, maintaining and growing a targeted client base. In this role, the target market is small and mid sized businesses in Malaysia and Singapore