By building a strong relationship and foundation of trust and it can be possible through by understanding client goals, setting clear expectations, staying transparent and deliver consistently.

Start by remember when I have been a client in finance. There are lots of complaints that I had and exposed accordingly to my providers. Almost none of them were addressed successfully and that caused me to go from one finance company to another. Certainly there are things to keep, so I will star with it and adding my own experiences and from other professionals that complaint with me as well. That will bring key success factors in this role.

To keep clients satisfied during transitions, I focus on three pillars: clarity, collaboration, and empathy. Clear communication ensures alignment, involving clients fosters trust, and addressing concerns promptly builds confidence. This approach turns challenges into opportunities for stronger partnerships.

1. Research about the company,their structure,policies,decision makers and influencers 2. Set up structured team meetings to discuss your role and set expectations with the team and how all can contribute as a team. 3.Keep clients updated on your team's performance , achievements and challenges 4.Regularly seek feedback to improvise on your and team's performance. 5.Build trust within the team by taking charge of challenging situations and providing effective solutions. 6. Obtain professional certification in your new field/domain to improve practical knowledge and keep yourself updated.

When transitioning to any new role, support function especially you need to : -Take time to know your client, and needs (formal and informal meetings, coffee break…) -Deep dive to know the exact needs, sometimes make confusions about finances KPI or tool, so you are the expert, if you listen well you will be able to propose the right solution. (My example and experience is from HR data, forecasting KPIs 😅) -Give deadlines and follow your client to give help if needed during the first collaborations to set him/her in the right path You can do it! 🙌🏼