1. DESCRIPTION OF ACCOUNTABILITIES AND MEASURES:

 

 

ACCOUNTABILITIES

 

 

KPIs

 

 

 

 

Client Retention & Growth Tactical Plans(V&H) Implementation

By:

• Utilize CRM (Hubspot) to manage leads and pipeline to meet targets
• Regular cadence with clients to understand their needs and business opportunities
• Grow business of existing client
• 100% Hubspot Utilization for all leads
• 100% Schedule adherence to Scheduled client meetings
• 12% overall growth across existing clients

 

 

 

 

 

 

Client Contract Renewal Management

By:

• Ensure that all client contract renewals are discussed 3 months in advance of the contract end date
• Ensure all client contracts are aligned with all Government policies through alignment with HR team
• 100% adherence of contract renewals 45 days before end of contract.
• Ensure 100% adherence of all renewed contracts to Govt. policies

 

 

 

 

 

 

Account Forecasting & Insights

By:

• Create updated Month on Month forecasting aligned to MA
• Partner with client counterparts to ensure alignment on forecasted numbers.
• Provide business insights on how to further increase Net Revenue
• 95% Accuracy of forecasted new business, Retained and growth accounts

 

 

 

 

 

 

Client Onboarding

By:

• Ensure alignment with internal teams on client onboarding
• Ensure alignment with client on all expectations upon client onboarding
• Ensure all departments have a copy of all client contract cover document
• 100% scheduling of Internal and External Kickoff meetings within 10 days of contract signing

 

 

 

 

 

 

 

Client Offboarding

By:

• Ensure alignment with internal teams on client offboarding
• Ensure alignment with client on all expectations upon client offboarding

 

 

 

• 100% scheduling of Internal and External Kickoff meetings within 10 days of contract signing

 

 

 

 

OTHER DUTIES & RESPONSIBILITIES

By:

• Other tasks and responsibilities as may be deemed necessary to deliver client expectations and internal company needs as may be assigned by Management.
• Collaboration work with Internal teams, clients and other allied partners to achieve over all goals of Q2 HR Solutions and QQI.
• To perform other duties and responsibilities as may be assigned by Management