Client Engagement Associate

Job Summary
Responsible for managing client relationships throughout the customer lifecycle — from onboarding to retention. This role focuses on delivering a seamless client experience using the company's CRM & Salesforce system to track interactions, follow up effectively, and ensure client satisfaction and loyalty. The ideal candidate combines strong communication skills, CRM proficiency, and a data-driven mindset to engage clients, reduce churn, and maximize customer lifetime value (CLV).
Key Responsibilities
1. Client Relationship Management (CRM)
- Manage and maintain client records within CRM, ensuring accuracy and up-to-date information.
- Monitor client activity, engagement levels, and feedback through CRM dashboards and reports.
- Identify clients requiring attention (inactive, low engagement, or at-risk) and proactively reach out.
- Utilize CRM automation tools to streamline follow-ups, reminders, and communications.
2. Onboarding & Engagement
- Wel...