● Onboarding: This involves creating a roadmap for client success with the product. Onboarding also sets the tone for the relationship and ensures the client feels supported from day one.

● Platform Training: This involves becoming a platform expert yourself to be able to objectively map and provide solutions to customer problems via the strengths of the platform.

● Building Client Relationships: This needs understanding client business models and aligning product value with their goals. It requires tailoring communication styles and strategies to meet the client's needs.

● Preventing Customer Churn: Identifying and addressing potential churn threats is crucial. It involves understanding the root cause of client dissatisfaction and developing effective solutions.

● Spotting More Opportunities: Recognizing opportunities for further business is a skill, and it requires a deep understanding of the client's evolving needs. Ensuring they know how additional products or services of the platform can benefit them is part of this.

● MBA, BCom, MCom, Finance or similar courses.

● Communications Skills to be top notch to handle situations on the fly without mumbling in front of a customer

● Technology Proficiency to understand GenAI, Automation, Social Media Integrations amongst other technical integrations to propose and discuss with customers.

● Strategic Thinking to identify and build long term relationships towards customer’s success and in turn benefit the platform.

● Empathy and Patience towards customers, ability to pick up a phone and talk to the customer any time needed and do it repeatedly if needed to ensure the customer understands the benefit wherever possible.

● Problem solving mindset to ensure that the customer problems are looked at from different perspectives to arrive at a solution.

● Creative and Technology Oriented to learn and understand what is new in the area of Generative AI, how large businesses are adopting it.