Client Success Specialist

Location: Quezon City, PH, Night Shift (Following U.S. Eastern Time Zone)Full-TimeMiddle

Salary65,000 - 80,000 PHP per month

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Job Details

Experience: 4-5 years of experience in Account Management, Customer Success, Client Services roles
Required Skills: Microsoft Office SuiteCustomer SuccessHubSpotGoogle WorkspaceAccount Management

Bring 4-5 years of experience in Account Management, Customer Success, or Client Services roles.
Have experience handling customer communications, renewals, billing inquiries, and order processing; this experience is preferred.
Bring experience in the MSP, IT services, SaaS, or technology industry.
A bachelor’s degree is preferred but not required when supported by relevant experience.
Use CRM platforms such as HubSpot, ConnectWise, or LMX, or similar systems.
Use Microsoft Office Suite or Google Workspace.
Have experience with ticketing and service management systems.
Quoting processing systems such as CW CPQ, QuoteWerks, TD Synnex, or Ingram are preferred.
Use communication platforms such as Microsoft Teams, Zoom, or Slack.
Demonstrate client request management, issue resolution, billing and invoice support coordination, quote creation, and order processing skills.
Manage CRM data, renewals, pricing communications, NPS/CSAT follow-up, reporting, documentation, and accurate records.

Manage non-service-oriented inbound client requests, including billing and invoice issues, general problem resolution, and simple quote requests; resolve them or route them with clear documentation.
Follow up with clients after projects or service interactions to encourage NPS/CSAT survey completion, log feedback, and escalate detractor responses.
Maintain accurate CRM records for accounts, contacts, and opportunities.
Support Account Managers with SBR preparation by compiling data, building decks, and scheduling meetings.
Process basic orders and quote requests for small customers and Account Managers, including workstations and peripherals.
Manage Microsoft renewal notifications, communicate pricing changes using TDSYNNEX as the distributor, and track renewal timelines.
Escalate renewal issues to Account Managers or Service Operations as needed.
Serve as the primary contact for customers with less than $1,500 MRR who are not assigned to Account Managers, handling their general requests and communications.
Set up a proactive outbound cadence to connect with each small customer.

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