Senior Executive - Client Solutions

Greytip Software Private Limited; Mumbai; Hybrid; INR 600,000 - 900,000; Full time

Job summary

Greytip Software Private Limited in Mumbai seeks a Senior Executive – Client Solutions to manage client relationships, capture business requirements, and coordinate effective solutions that drive satisfaction, retention, and growth.

You will work with sales, operations, product, technology, finance and support teams to translate client needs into actionable briefs, track progress, and ensure timely delivery while maintaining high service quality.

Qualifications

• Bachelor’s degree in Business Administration, Marketing, Communications, Management, or a related discipline.
• Relevant experience in client servicing, customer success, account management, business support, operations, or a similar client-facing role.
• Strong verbal and written communication skills with the ability to interact professionally with clients and internal stakeholders.
• Demonstrated ability to understand client needs and convert them into clear, actionable requirements.
• Strong coordination, organisation, follow-up, and task-management skills.
• Ability to manage multiple client requests and priorities while maintaining attention to detail.
• Strong problem-solving and analytical abilities, with a customer-focused approach to issue resolution.
• Proficiency in Microsoft Office tools, including Excel, Word, and PowerPoint; familiarity with CRM or ticketing systems is preferred.
• Ability to prepare professional reports, presentations, status updates, and client communications.
• Effective negotiation, influencing, and stakeholder-management skills.
• Ability to work independently as well as collaboratively in a fast-paced, service-oriented environment.
• Willingness to learn new products, processes, technologies, and industry practices.

Responsibilities

• Serve as a primary point of contact for assigned clients and respond to their queries, requests, and service-related concerns.
• Develop and maintain strong, professional relationships with clients through regular communication and timely follow-up.
• Understand client objectives, operational requirements, and challenges to recommend suitable solutions or service options.
• Coordinate with internal departments, including sales, operations, product, technology, finance, and support teams, to ensure effective solution delivery.
• Translate client requirements into clear internal briefs, action plans, and execution priorities.
• Track the progress of client requests, projects, and deliverables to ensure timely completion and adherence to agreed expectations.
• Monitor service quality and proactively identify potential issues, delays, or risks that may affect client satisfaction.
• Resolve client concerns by investigating issues, coordinating corrective actions, and providing clear updates until closure.
• Support client onboarding, implementation, product demonstrations, process briefings, and post-deployment engagement as required.
• Prepare and maintain client-related documentation, reports, trackers, presentations, proposals, and performance updates.
• Analyse client feedback, usage patterns, service data, and recurring concerns to identify opportunities for improvement.
• Contribute to client retention and business growth by identifying additional requirements and collaborating with relevant teams on suitable solutions.
• Participate in client meetings, review calls, business discussions, and internal coordination meetings.
• Ensure that all client interactions and service activities are recorded accurately in relevant systems, including CRM or account-management platforms.
• Follow established company policies, service standards, data-protection requirements, and escalation procedures.
• Support continuous improvement initiatives aimed at enhancing operational efficiency and the overall client experience.

Skills

Client servicing

Account management

Customer success

Operations

Stakeholder management

Education

Bachelor’s degree in business/related

Tools

CRM

Ticketing systems

Job description

Job Description: Senior Executive – Client SolutionsPosition Overview

The Senior Executive – Client Solutions is responsible for managing client relationships, understanding business requirements, and coordinating effective solutions that support client satisfaction, retention, and business growth. The role serves as a key link between clients and internal teams, ensuring that client needs are accurately understood, communicated, and addressed in a timely and professional manner.

The successful candidate will combine strong communication, problem-solving, relationship-management, and coordination skills to deliver a consistent and high-quality client experience.

Key Responsibilities

• Serve as a primary point of contact for assigned clients and respond to their queries, requests, and service-related concerns.
• Develop and maintain strong, professional relationships with clients through regular communication and timely follow-up.
• Understand client objectives, operational requirements, and challenges to recommend suitable solutions or service options.
• Coordinate with internal departments, including sales, operations, product, technology, finance, and support teams, to ensure effective solution delivery.
• Translate client requirements into clear internal briefs, action plans, and execution priorities.
• Track the progress of client requests, projects, and deliverables to ensure timely completion and adherence to agreed expectations.
• Monitor service quality and proactively identify potential issues, delays, or risks that may affect client satisfaction.
• Resolve client concerns by investigating issues, coordinating corrective actions, and providing clear updates until closure.
• Support client onboarding, implementation, product demonstrations, process briefings, and post-deployment engagement as required.
• Prepare and maintain client-related documentation, reports, trackers, presentations, proposals, and performance updates.
• Analyse client feedback, usage patterns, service data, and recurring concerns to identify opportunities for improvement.
• Contribute to client retention and business growth by identifying additional requirements and collaborating with relevant teams on suitable solutions.
• Participate in client meetings, review calls, business discussions, and internal coordination meetings.
• Ensure that all client interactions and service activities are recorded accurately in relevant systems, including CRM or account-management platforms.
• Follow established company policies, service standards, data-protection requirements, and escalation procedures.
• Support continuous improvement initiatives aimed at enhancing operational efficiency and the overall client experience.

Key Requirements

• Bachelor’s degree in Business Administration, Marketing, Communications, Management, or a related discipline.
• Relevant experience in client servicing, customer success, account management, business support, operations, or a similar client-facing role.
• Strong verbal and written communication skills with the ability to interact professionally with clients and internal stakeholders.
• Demonstrated ability to understand client needs and convert them into clear, actionable requirements.
• Strong coordination, organisation, follow-up, and task-management skills.
• Ability to manage multiple client requests and priorities while maintaining attention to detail.
• Strong problem-solving and analytical abilities, with a customer-focused approach to issue resolution.
• Proficiency in Microsoft Office tools, including Excel, Word, and PowerPoint; familiarity with CRM or ticketing systems is preferred.
• Ability to prepare professional reports, presentations, status updates, and client communications.
• Effective negotiation, influencing, and stakeholder-management skills.
• Ability to work independently as well as collaboratively in a fast-paced, service-oriented environment.
• Willingness to learn new products, processes, technologies, and industry practices.

Preferred Attributes

• Client-focused mindset with a strong commitment to service excellence.
• Professional, confident, and courteous communication style.
• Proactive approach to identifying and resolving client needs.
• Ownership, accountability, and strong execution discipline.
• Adaptability and composure when handling changing priorities or challenging situations.
• High level of integrity, confidentiality, and professional conduct.

Key Performance Areas

• Client satisfaction and quality of relationship management.
• Timely resolution of client queries and service issues.
• Accuracy and timeliness of client documentation and reporting.
• Effective coordination and delivery of client requirements.
• Client retention, engagement, and account growth support.
• Compliance with internal processes and service standards.

Employment Details

• Job Title: Senior Executive – Client Solutions
• Employment Type: Full-time
• Work Model: Office-based, hybrid, or as determined by business requirements
• Department: Client Solutions / Client Services
• Reporting To: Manager – Client Solutions or equivalent