Customer Success Manager
New
C
CASAccounting services
Location: Philippines; Secondary Locations: Argentina, Brazil, Chile, Colombia, South Africa, Mexico; Workplace: Remote, Comfortable working US business hours (or overlap) from homeContractManager
SalaryMonthly flexible stipend (CAS Flex Perks)
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Job Details
- Languages
- Clear written and spoken English
- Experience
- 2 to 3 years in a customer-facing role such as customer success, account management, or client services
- Required Skills
- SalesforceDocumentationCustomer SuccessHubSpotSlackNotionAccount ManagementProcess improvement
Requirements
- Have 2 to 3 years of experience in a customer-facing role such as customer success, account management, or client services.
- Communicate clearly in written and spoken English and explain complex ideas simply.
- Show strong attention to detail and a client-first mindset.
- Have an interest in process improvement, documentation, and operational efficiency.
- Be familiar with tools such as Slack, Notion, HubSpot, or Salesforce.
- Be organized, responsive, and able to manage multiple clients.
- Be comfortable working US business hours or overlap from home.
- Work full-time as an independent contractor with exclusivity; do not hold other part-time or freelance engagements once hired.
- Preferred: accounting or finance exposure, or curiosity about the space.
- Preferred: experience creating training content such as guides, videos, or email sequences.
Responsibilities
- Lead onboarding calls and explain how working with CAS works to new clients.
- Coordinate setup among clients, the placement team, and newly placed team members.
- Flag early risks to client success and escalate them quickly.
- Conduct proactive check-ins, answer client questions, and identify gaps.
- Run regular reviews, trainings, and Q&A sessions over video calls.
- Create guides, templates, and email sequences to help clients get value.
- Identify opportunities to expand each client's team and support their growth.
- Gather client feedback and share it with leadership.
- Document best practices and reusable engagement templates.
- Improve internal workflows and support team projects.
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