We’re looking for a Client Experience Specialist to support and strengthen the end-to-end client journey across active engagements. This is an execution-focused role with strong ownership over structured communication, lifecycle coordination, and experience consistency.
You’ll work closely with the Client Experience Leader (CEL), delivery teams, and cross-functional stakeholders to ensure client interactions are aligned, proactive, and well-governed. This role is ideal for someone organized, process-driven, and comfortable managing structured communication across multiple teams.
Key Responsibilities
- Support the Client Experience Leader (CEL) in managing client touchpoints across presales, delivery, and post-go-live stages.
- Maintain structured documentation of client interactions, meeting notes, action plans, and follow-ups.
- Ensure smooth handoffs between Sales, Delivery, and Support teams.
- Prepare meeting agendas, QBR decks, and performance summaries for client reviews.
- Track SLAs, milestones, and deliverables across projects under assigned accounts.
- Maintain client health dashboards and monitor risk indicators.
- Proactively identify potential risks and escalate concerns to the CEL.
- Coordinate internal teams to ensure timely resolution of client issues.
- Track renewal timelines and contract milestones to support experience continuity.
- Support continuous improvement of client experience processes and governance workflows..
Success Metrics
- Consistency and structure in client communication and documentation.
- Timely tracking and resolution of client issues and escalations.
- SLA adherence and milestone tracking accuracy.
- Readiness and quality of QBR and executive reporting materials.
- Improved client satisfaction and engagement levels.
- Reliability and ownership of client experience coordination processes.
What We’re Looking For
- 3–6 years of experience in Client Success, Account Coordination, PMO, or Customer Experience roles.
- Strong documentation and structured communication skills.
- Comfortable coordinating across Sales, Delivery, Product, and Support teams.
- Ability to track multiple workstreams and manage follow-ups independently.
- Basic understanding of project lifecycle management and SLA governance.
- Strong attention to detail and proactive risk identification mindset.
- Comfortable preparing structured reports, dashboards, and executive summaries.
- Ability to manage routine coordination with consistency and accountability..
Your Background
- Bachelor’s degree in Business, Management, Marketing, or a related field (preferred).
- Experience working in fast-paced, multi-project environments.
- Exposure to SaaS, retail technology, digital transformation, or consulting environments is a plus.
- Comfort working with dashboards, spreadsheets, and reporting tools.
- Willingness to learn, adapt, and grow within a structured client experience model.
