Client Experience Specialist
H
Hunt StDebt Advisory Firm
Metro Manila, Philippines, AU business hours (approx. 9 AM - 5 PM, Monday to Friday Philippines Time)Full-TimeMiddle
Salary2700 AUD per month
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Job Details
- Languages
- Professional written English
- Required Skills
- SalesforceHubSpot
Requirements
- Execution discipline: Follow clear processes and instructions, complete tasks on time.
- Self-starter who works independently, managing task queue without prompting.
- Strong attention to detail, organized by nature, notices inconsistencies.
- Confident on the phone with clients, comfortable calling directly to walk through forms, chase documents, conduct check-in calls.
- Comfortable with technology and systems: Works across multiple platforms (HubSpot, Mystro, Claude AI, OneDrive, CoreLogic).
- Proactive communicator: Responds promptly, provides updates without being asked, asks clarifying questions.
- Professional written English: Polished, clear, error-free communication using Australian English conventions.
- Experience in a technology-forward, client-centric business.
- Demonstrated meticulous CRM usage (HubSpot, Salesforce, or similar) for task management, pipeline tracking, and client communication.
- Proven phone-based client communication: Confident calling customers, building rapport, resolving issues over the phone.
- Strong follow-up track record with references attesting to reliability.
- Experience working Australian hours for an Australian business.
Responsibilities
- Mystro Pre-Fill: Set up client profiles, pre-fill forms, send document collection invites within 1 hour of discovery call notes being logged.
- Document Collection & Reconciliation: Monitor incoming documents, cross-reference against checklists, chase outstanding items, review documents and contact client within 2 hours of receipt.
- Document Follow-Up Process: Manage automated follow-up sequence, intervene with phone calls for non-responses.
- File Setup & Sensitive Information Redaction: Set up client file structures and redact sensitive personal information.
- Credit Checks: Pull credit reports via Equifax/illion portal.
- Valuation Ordering: Order property valuations across CoreLogic and Valocity platforms.
- Strategy Prep Handover: Move deals to Strategy Prep stage with zero rework required after all documents are received, file set up, redaction complete, and credit pulled.
- 9-month repricing outreach to all eligible clients.
- 12-month and 24-month check-in coordination: identify eligible clients, prepare briefs, schedule calls.
- Refer-a-Friend reward processing (gift cards, charity donations).
- Uber voucher delivery for new purchase settlements.
- Monthly BrokerEngine-to-HubSpot settlement reconciliation.
- Daily pipeline health checks using structured queries.
- Pricing request routing to the appropriate strategist.
- Referral partner communication: Update partners on client progress at key milestones.
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