About the Role
The Client Experience Apprentice (CEA) plays a critical role in ensuring clients achieve their goals, feel supported, and stay engaged with the company's services or solutions. Acting as the main point of contact post-onboarding, the CEA is responsible for building strong relationships, guiding clients through their lifecycle, resolving issues proactively, and driving long-term value and satisfaction.
This role is ideal for a strategic and empathetic communicator who thrives on helping clients succeed, improving retention, and contributing to a high-performance client experience team.
Key Responsibilities
Daily Role-Play and Skills Enhancement
- Participate in daily role-plays.
- Hyperbound customer service drills.
- Simulate challenging service situations and proper handling, communication techniques, and resolution strategies.
- Absorb real-time feedback to participants with emphasis on tone, empathy, listening, and professionalism.
- Practice key soft skills including active listening, emotional regulation, positive scripting, and problem-solving.
Client Conversations & Relationship Management
Conduct regular client check-ins via calls, video meetings, or emails to assess satisfaction, usage, and evolving needs.Build rapport with decision-makers and day-to-day client contacts to foster trust and engagement.Act as the client’s main point of contact for inquiries, feedback collection, and success planning.Proactive Account Monitoring
Schedule and document client interactions (weekly, bi-weekly, or monthly) based on client tier and lifecycle stage.Track client activity, service delivery, and feedback trends to identify opportunities or risks.Collaborate with internal teams (growth, operations and support) to coordinate responses and service enhancements.Client Feedback & Issue Resolution
Capture insights from client conversations related to satisfaction, service quality, complaints, or suggestions.Escalate concerns or unresolved issues to the appropriate teams for quick resolution.Follow up to ensure closure and client satisfaction post-resolution.Reporting & CRM Updates
Maintain accurate records of client interactions, concerns, and action items in the CRM or client success platform.Assist in preparing client status reports or summaries for internal stakeholders or business reviews.Track engagement metrics and check-in completion rates across your portfolio.Success Metrics
# of client conversations and check-insResolution timeClient satisfaction score (CSAT)Reporting
Client Experience Trainer