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The CSM supports the full account management process from preparation to post-summit follow-up. The role focuses on call scheduling, quality control, training support for new account managers, and maintaining accurate documentation for senior leadership. You’ll make sure every client interaction is handled to company standards and that internal teams stay aligned. This is an in‑person role based in our Andheri East, Mumbai office.
Job Responsibility:
Schedule Welcome-On-Board, Prep & Debrief calls for Senior Directors and their clients
Track all upcoming calls and ensure everything is booked on time
Monitor that calls happen on time and all invites are accepted
Audit calls from newly trained account managers to ensure account management process matches company standards
Spot-check senior directors’ calls periodically and capture strong examples for training resources
Score all Welcome-on-Board, Prep, Debrief & Touch Base calls according to company-defined objectives
Provide detailed call notes, actionable feedback, and recommendations
Send scorecards to Sales Reps and Senior Management promptly
Send additional feedback and training links when low scores occur
Ensure sales reps update all required reports with rebook opportunities and onsite outcomes
Keep personal & internal tracking reports always updated (call dates/times, scores, if calls happened etc.)
Ensure new Account Managers clearly understand best practices and can run calls independently
Provide high quality written feedback after every scored call
Monitor their progress, share training notes, and keep the SP head informed for transparency
Identify failing accounts or underperformance and recommend reassignment if needed
Support ongoing training by developing targeted notes, examples, and learning materials
Requirements:
Bachelor’s degree (minimum) & master’s degree is considered an advantage
Fluency in English (both written and spoken)
Background in English-language education is considered an advantage
Work Experience in analysis, research, sales, account management, or customer relations is an advantage
Strong communication skills
Sharp attention to detail
Ability to manage follow-up cycles and keep others accountable
Highly organized with strong ownership of deadlines