Customer Engagement: Represent the company with professionalism in client meetings, calls, presentations, and proposal negotiations—be the trusted face of the brand.
Directly responsible for interfacing and engaging with clients on a day-to-day basis with the objective to grow and protect the clients’ wealth for the enjoyment of their successors and their heirs with consultative process
Track programme metrics (inputs, outcomes, feedback) and founder progress to prepare regular updates and post-programme reports for programme leadership and management decision-making.
Ability to work independently and manage multiple workstreams in a fast-paced, dynamic environment while maintaining focus on long-term strategic outcomes.
Assist hotels with user access and account issues across systems introduced during the Power of M transition (e.g., login failures, role/access provisioning, MFA/SSO issues), following approved access processes.
Manage the daily operations, maintenance and support of enterprise HR Information Systems (HRIS), ensuring smooth system performance and timely resolution of technical issues.
Identify upselling and cross-selling opportunities across Microsoft 365, Azure, Dynamics 365, Power Platform, Copilot and Microsoft Security solutions.
Support for Client Onboarding & Account Servicing: Assist RMs in the onboarding of new clients and managing account servicing needs, ensuring a smooth and efficient process.
Build and own the product measurement framework, using core metrics such as retention, conversion, and ARPU to make rigorous, data-driven decisions on both user experience and monetization.
Serve as the primary contact for senior stakeholders, technology leads, vendors, and regional/head office counterparts, ensuring effective governance through steering committees, decision forums, approvals, and reporting.