Client Success Associate

A. Company Overview

Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine’s Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune’s inaugural list of the 300 Most Innovative Companies.

Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients.

B. About Your Role

We are looking for an Associate - Client Servicing to join our Brand Communication team. In this role, you will act as the bridge between clients and internal execution teams, ensuring seamless communication, timely delivery, and alignment of deliverables with client expectations. You will play a key role in driving client satisfaction, account growth, and overall project success.

If you're passionate about digital marketing, client relationship management, and strategy execution, and thrive in a fast-paced, collaborative, and growth-driven environment, we’d love to hear from you!

The ideal candidate is proactive, analytical, detail-oriented, and an exceptional communicator—someone who builds strong client relationships, anticipates challenges, and ensures operational excellence across all touchpoints.

C. Key Responsibilities

• Manage client relationships by setting clear expectations, maintaining regular communication, and ensuring all deliverables are aligned with the agreed scope.
• Coordinate with internal teams—designers, animators, visualizers, content creators, and marketers—to ensure timely and high-quality delivery of campaigns and services.
• Develop and present performance reports, strategy decks, and monthly updates to clients to demonstrate progress and opportunities for improvement.
• Identify account growth opportunities, propose up-selling and cross-selling strategies, and contribute to client retention and revenue expansion.
• Analyze competitors and market trends to provide strategic recommendations and innovative digital marketing ideas to clients.
• Ensure smooth execution of day-to-day operations including pitch presentations, campaign planning, and performance tracking.
• Monitor project timelines, budgets, and deliverables to ensure optimal utilization of resources and client satisfaction.
• Seek timely feedback from clients, address queries or escalations proactively, and ensure issue resolution within agreed timelines.
• Collaborate with internal leadership and creative teams to improve service delivery standards and develop new digital strategies.

D. Required Qualifications & Experience

Education :

Experience

Essential technical skills

Preferred but not mandatory skills or experiences

E. Benefits & Perks

F. Job Details