31 Client Relationship Manager jobs in Patna

Job Summary:

The Client Relationship Officer will be stationed at the client’s location and will be responsible for day-to-day servicing of the Group Mediclaim and GPA policies. The role involves close coordination with the client’s regional team, insurance companies, internal team and TPAs to ensure smooth policy administration, enrolments, claims processing, and grievance handling.

Key Responsibilities:

• Act as the single point of contact for the client’s HR team on insurance matters.
• Manage enrolments and endorsements under the GMC and GPA policies.
• Prepare and validate enrolment data in insurer-specific formats.
• Attend and organize enrolment seminars and workshops during renewals.
• Monitor reimbursement claims and coordinate with TPA to maintain timely settlements (TAT adherence).
• Conduct periodic review meetings with the client to discuss pending claims and resolve escalations.
• Maintain and update Claim MIS; generate regular reports for internal and client use.
• Make product-related presentations during client training or awareness sessions.
• Resolve member grievances through calls and emails within defined TATs.

Required Skills & Qualifications:

• Graduate in any discipline
• 2–3 years of relevant experience in the insurance industry (preferably in group policies).
• Good verbal and written communication skills.
• Ability to make presentations and conduct training/workshops.
• Proficiency in MS Excel, PowerPoint, and Word.
• Good liaisoning and relationship management abilities.
• Sound knowledge of GMC/GPA policy wordings, claims settlement processes, and required documentation.
• Ability to work under pressure with a strong customer-service orientation.

Job Summary:

The Client Relationship Officer will be stationed at the client’s location and will be responsible for day-to-day servicing of the Group Mediclaim and GPA policies. The role involves close coordination with the client’s regional team, insurance companies, internal team and TPAs to ensure smooth policy administration, enrolments, claims processing, and grievance handling.

Key Responsibilities:

• Act as the single point of contact for the client’s HR team on insurance matters.
• Manage enrolments and endorsements under the GMC and GPA policies.
• Prepare and validate enrolment data in insurer-specific formats.
• Attend and organize enrolment seminars and workshops during renewals.
• Monitor reimbursement claims and coordinate with TPA to maintain timely settlements (TAT adherence).
• Conduct periodic review meetings with the client to discuss pending claims and resolve escalations.
• Maintain and update Claim MIS; generate regular reports for internal and client use.
• Make product-related presentations during client training or awareness sessions.
• Resolve member grievances through calls and emails within defined TATs.

Required Skills & Qualifications:

• Graduate in any discipline
• 2–3 years of relevant experience in the insurance industry (preferably in group policies).
• Good verbal and written communication skills.
• Ability to make presentations and conduct training/workshops.
• Proficiency in MS Excel, PowerPoint, and Word.
• Good liaisoning and relationship management abilities.
• Sound knowledge of GMC/GPA policy wordings, claims settlement processes, and required documentation.
• Ability to work under pressure with a strong customer-service orientation.

Job Summary:

The Client Relationship Officer will be stationed at the client’s location and will be responsible for day-to-day servicing of the Group Mediclaim and GPA policies. The role involves close coordination with the client’s regional team, insurance companies, internal team and TPAs to ensure smooth policy administration, enrolments, claims processing, and grievance handling.

Key Responsibilities:

• Act as the single point of contact for the client’s HR team on insurance matters.
• Manage enrolments and endorsements under the GMC and GPA policies.
• Prepare and validate enrolment data in insurer-specific formats.
• Attend and organize enrolment seminars and workshops during renewals.
• Monitor reimbursement claims and coordinate with TPA to maintain timely settlements (TAT adherence).
• Conduct periodic review meetings with the client to discuss pending claims and resolve escalations.
• Maintain and update Claim MIS; generate regular reports for internal and client use.
• Make product-related presentations during client training or awareness sessions.
• Resolve member grievances through calls and emails within defined TATs.

Required Skills & Qualifications:

• Graduate in any discipline
• 2–3 years of relevant experience in the insurance industry (preferably in group policies).
• Good verbal and written communication skills.
• Ability to make presentations and conduct training/workshops.
• Proficiency in MS Excel, PowerPoint, and Word.
• Good liaisoning and relationship management abilities.
• Sound knowledge of GMC/GPA policy wordings, claims settlement processes, and required documentation.
• Ability to work under pressure with a strong customer-service orientation.

Must be comfortable working late hours, as the main geography is the USA.

About OrbitShift

OrbitShift is an AI-led SaaS Product transforming enterprise consultative technology sales. With a top-notch team of leaders from Amazon, McKinsey, IIT, IIM and Stanford, we’ve raised $8.5M from marquee investors like PeakXV (Sequoia Surge). and Stellaris Venture Partners. We’re currently expanding our teams across India & USA.

About the role

We’re looking for a rockstar Account Management professional looking to join a dynamic, fast-paced environment, work closely with cross-functional teams, carrying 7+ years experience of handling big-ticket enterprise clients in US and Europe geographies.

Requirements (Skills & Qualifications)

Experience & Education

• An MBA from a top Institute
• 7+ years of experience in account management, client success, or business development
• Proven track record of managing key client accounts and meeting/exceeding revenue or retention goals

Core Competencies

• Strong relationship-building and interpersonal skills; able to engage with senior stakeholders
• Excellent written and verbal communication, with the ability to present complex ideas clearly
• Strategic thinking with the ability to identify growth opportunities within existing accounts
• Strong negotiation and problem-solving abilities
• Data-driven mindset: ability to leverage basic tools to perform data analysis
• High emotional intelligence and ability to handle challenging client situations with diplomacy
• Organized, detail-oriented, and capable of managing multiple accounts simultaneously
• Understanding of the industry, market trends, and client business models

Personal Attributes

• Proactive and self-motivated with a strong sense of ownership
• Customer-first mentality with a focus on long-term relationships
• Team player who can collaborate across sales, marketing, operations, and product teams.
• Resilient under pressure and adaptable to changing priorities

Responsibilities (Key Duties)

Client Relationship Management

• Serve as the primary point of contact for assigned clients, ensuring their needs are met and expectations exceeded
• Develop a deep understanding of each client’s business, industry, and strategic goals
• Build long-term relationships to increase client loyalty and retention
• Coordinate with internal teams (product, operations, support) to deliver client satisfaction on time and within scope
• Escalate and resolve issues quickly to maintain trust
• Launch digital and offline marketing campaigns to build trust amongst the captive user base

Account Growth & Revenue

• Identify upsell, cross-sell, and renewal opportunities within existing accounts
• Develop account plans and growth strategies to achieve revenue targets
• Collaborate with sales teams to close expansion deals

Performance Tracking & Reporting

• Track key account metrics such as adoption, usage, engagement, and satisfaction.
• Prepare regular reports and conduct review meetings with clients to demonstrate value
• Use data and feedback to suggest improvements in service delivery.

Strategic Advisory

• Act as a trusted advisor, bringing industry insights and best practices to help clients achieve their goals.
• Anticipate client needs and proactively offer solutions or recommendations.

Internal Collaboration

• Share client feedback with product and leadership teams to influence roadmap decisions.
• Coordinate with marketing for case studies, testimonials, or joint initiatives.

Why choose OrbitShift

• We’re a lean team with a flat hierarchy
• Now is the best time to join as we’ve already cracked the code on a product that customers love, but are early-stage enough offering unparalleled learning opportunities
• High ownership & transparency
• Fast-tracked growth and career progression
• You get to build for and sell to an international enterprise customer base
• Remote work setup & flexible work hours
• Competitive salary & equity
• Health Insurance for employees & their families

*OrbitShift is an equal-opportunity employer. Candidates will not be discriminated against based on race, ethnicity, color, religion, caste, sex, gender identity, sexual orientation, national origin, veteran, or disability status.

Role: Account manager 

Remote 

Timings : 5pm-2am

Manage and grow strategic accounts. As well as Add new Logos.

You will be responsible for directing the organic growth strategy across a strategic account portfolio, including vision setting, annual account planning, identification of key growth opportunities, proactive client value creation and overall financial health of accounts within your portfolio. The Client Partner will be responsible for driving profitable growth from the account by developing strategic client relationships and ensuring customer satisfaction through world-class delivery. The goal is to make the client successful and committed to Bradsol’s long term through a trusted advisor relationship.

You will also be responsible to Prospect new Leads, nuture them and Convert them into Customers.

DO:

- At least 3+ years of experience in selling IT Services in Tier-1 or Tier-2 competitive organizations.

- Strong knowledge of global delivery model (GDM) and methodologies. Should be familiar with cross selling various service lines for customers

- Ability to present and interact at all levels, and have consultative sales capability.

- Ability to work and collaborate across other teams in various service lines and anchor together for the account.

- Exposure to delivery, sales or pre-sales roles will be required

- Should have managed a multi-million USD account, across various geos.

- Strong Account Management - building and managing client relationships at the all levels.

- Carry targets on revenue, bookings and OM.

- Get involved in resolving any people management issue within Bradsol teams

- Generating leads by interacting with the customers in various lines of business to expand our footprint.

- Presenting and publishing the proposals (proactive ones as well as responses to RFP/RFIs)

- Work closely with senior customer team (CIO, VPs and Directors) to suggest, advice, evaluate, and prime business growth

Role: Key Account Manager

Industry Type: IT Services & Consulting

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Enterprise & B2B Sales

Education

UG: Any Graduate

PG: Any Postgraduate

• Develop and maintain strong, long-lasting relationships with key clients.
• Understand client needs and requirements, and provide tailored solutions to meet their objectives.
• Develop and execute strategic sales plans to achieve sales targets and expand our customer base within assigned accounts.
• Act as the main point of contact for assigned key accounts, ensuring client satisfaction and addressing any issues or concerns promptly.
• Collaborate with internal teams, including marketing, product development, and customer support, to ensure seamless client experience.
• Identify opportunities for upselling and cross-selling within existing accounts.
• Prepare and deliver regular reports on account status, sales performance, and forecasts.
• Conduct market research and competitor analysis to identify new business opportunities.
• Negotiate contracts and close agreements to maximize profitability.
• Stay updated on industry trends and best practices in sales and account management.
• Provide feedback to product and marketing teams based on client interactions and market insights.

• Bachelor's degree in Business Administration, Marketing, or a related field.
• Minimum of 5 years of experience in sales, account management, or business development, with a proven track record of meeting or exceeding targets.
• Exceptional communication, interpersonal, and negotiation skills.
• Strong understanding of sales principles and customer relationship management (CRM) software (e.g., Salesforce).
• Ability to build rapport and trust with clients at various levels.
• Strategic thinking and problem-solving capabilities.
• Self-motivated and able to work independently in a remote setting.
• Excellent organizational and time management skills.
• Proficiency in Microsoft Office Suite.
• Experience in B2B sales is highly preferred.