Client Engagement – Associate

Year    MH, IN, India

Job Description

Position: Client Engagement MIS - Associate



Department

: Client Engagement

Location

: Navi Mumbai (Full-Time, On-Site)

Reporting To

: Head - HR Culture & Organizational Excellence / Head - Client engagement

Key Responsibility Areas (KRA):



1. Client Relationship Monitoring & Reporting



Design and maintain a

comprehensive annual reporting format

to track client engagement history, key touchpoints, renewal cycles, and satisfaction levels. Maintain a centralized

Client Engagement MIS Dashboard

capturing relevant data points and follow-up actions.

2. Training Coordination & Tracking



Log and track

all training sessions conducted

, including: Participant lists (internal & client-side) Training objectives and content Session feedback and improvements Maintain accurate session records to support performance tracking and renewal conversations.

3. Client Feedback & Engagement



Conduct

regular client feedback interactions

via calls and monthly email check-ins. Maintain well-structured documentation of all feedback, suggestions, and concerns. Coordinate with internal teams to ensure timely resolutions and service quality improvements.

4. Client Meetings & Communication



Schedule, attend, and document

in-person client meetings

(both at client offices if necessary and Biltrax premises). Share key discussion points and action items with internal stakeholders for prompt execution.

5. Requirement & Delivery Documentation



Maintain detailed documentation of each client's service requirements, delivery timelines, and outputs. Ensure all service records and expectations are submitted ahead of

resubscription or renewal discussions

, accompanied by updated proposals.

7. Client Gifting & Special Occasion Datasets



Maintain an updated

database of client birthdays and key milestones

. Ensure timely dispatch of

personalized gifts or greetings

to enhance client engagement and relationship value.

8. Internal Reporting & Monthly Presentations



Prepare structured

monthly client engagement reports and presentations

for internal reviews Biltrax Core Team. Include insights such as client feedback trends, query response analytics, training impact, and renewal status.

Ideal Candidate Profile:



2-4 years of experience in

client servicing, post-sales coordination -MIS roles

Strong proficiency in

Excel/Google Sheets, CRM tools, and data management

Excellent verbal and written communication, with strong documentation and presentation skills Highly organized, responsive, and client-focused, with attention to detail Experience in a B2B or construction-tech environment is a plus
Job Type: Full-time

Pay: ₹30,000.00 - ₹40,000.00 per month

Work Location: In person

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Job Detail

  • Job Id
    JD3973425
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year