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Client Experience Specialist

We're looking for a Client Experience Specialist to support and strengthen the end-to-end client journey across active engagements. This is an execution-focused role with strong ownership over structured communication, lifecycle coordination, and experience consistency.

You'll work closely with the Client Experience Leader (CEL), delivery teams, and cross-functional stakeholders to ensure client interactions are aligned, proactive, and well-governed. This role is ideal for someone organized, process-driven, and comfortable managing structured communication across multiple teams.

Key Responsibilities

  • Support the Client Experience Leader (CEL) in managing client touchpoints across presales, delivery, and post-go-live stages.
  • Maintain structured documentation of client interactions, meeting notes, action plans, and follow-ups.
  • Ensure smooth handoffs between Sales, Delivery, and Support teams.
  • Prepare meeting agendas, QBR decks, and performance summaries for client reviews.
  • Track SLAs, milestones, and deliverables across projects under assigned accounts.
  • Maintain client health dashboards and monitor risk indicators.
  • Proactively identify potential risks and escalate concerns to the CEL.
  • Coordinate internal teams to ensure timely resolution of client issues.
  • Track renewal timelines and contract milestones to support experience continuity.
  • Support continuous improvement of client experience processes and governance workflows..


Success Metrics

  • Consistency and structure in client communication and documentation.
  • Timely tracking and resolution of client issues and escalations.
  • SLA adherence and milestone tracking accuracy.
  • Readiness and quality of QBR and executive reporting materials.
  • Improved client satisfaction and engagement levels.
  • Reliability and ownership of client experience coordination processes.


What We're Looking For

  • 3–6 years of experience in Client Success, Account Coordination, PMO, or Customer Experience roles.
  • Strong documentation and structured communication skills.
  • Comfortable coordinating across Sales, Delivery, Product, and Support teams.
  • Ability to track multiple workstreams and manage follow-ups independently.
  • Basic understanding of project lifecycle management and SLA governance.
  • Strong attention to detail and proactive risk identification mindset.
  • Comfortable preparing structured reports, dashboards, and executive summaries.
  • Ability to manage routine coordination with consistency and accountability..


Your Background

  • Bachelor's degree in Business, Management, Marketing, or a related field (preferred).
  • Experience working in fast-paced, multi-project environments.
  • Exposure to SaaS, retail technology, digital transformation, or consulting environments is a plus.
  • Comfort working with dashboards, spreadsheets, and reporting tools.
  • Willingness to learn, adapt, and grow within a structured client experience model.

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