Senior Executive - Client Services and Retention

We Are Team Rocket
Full-timeColombo, Sri Lanka

The Senior Executive, Client Services and Retention role at We are Team Rocket is a strategic position responsible for managing lead generation campaigns, client relationships, and ensuring long term client retention through data-driven decision-making and operational excellence.

Responsibilities:

  • Client Account Management - Own and manage client accounts end-to-end, ensuring proactive communication, strong relationship management, and high client satisfaction.
  • Performance Analysis and Strategic Reporting -Lead the preparation of detailed client reports, analyze performance metrics, and provide actionable insights and strategic recommendations.
  • Database and Information Management - Oversee and maintain accurate, well-structured client databases, ensuring data integrity, consistency, and accessibility across systems.
  • Project Leadership and Coordination - Coordinate and lead cross functional execution of client deliverables, ensuring timelines, quality standards, and performance benchmarks are met.
  • Client Retention and Growth - Drive client retention strategies through regular performance reviews, presentations, and proactive problem solving while identifying opportunities for account expansion.
  • Process Optimization and Tool Management - Work across multiple platforms, CRM systems, and automation tools to streamline workflows, improve efficiency, and enhance service delivery.

What we are looking for;

  • Minimum 3+ years of experience in client services, account management, marketing operations, or a related field.
  • Bachelor’s degree in Business, Marketing, Management, or a relevant field.
  • Strong analytical skills with the ability to interpret complex data and translate it into actionable insights.
  • Excellent communication and presentation skills with experience handling client interactions independently.
  • Proven experience working with databases, spreadsheets, CRM systems, and automation tools or have the ability to learn on the job.
  • Strong project management and organizational skills with the ability to manage multiple accounts simultaneously.
  • Exceptional attention to detail, especially in technical and data driven environments involving multiple platforms and automation systems.
  • Strong problem solving and critical thinking abilities with a proactive mindset.

Preferred Additional Qualifications:

  • Experience in B2B marketing, SaaS, or outreach driven environments.
  • Familiarity with LinkedIn outreach tools, email automation platforms, or data enrichment tools.

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