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Senior Customer Success Manager (Remote)

1 month, 2 weeks ago
Philippines
Full-time
Senior
Customer Success Manager
Customer and Technical Support
CRM
Apply Now
Global Finance Teams

Global Finance Teams

Global Finance Teams offers affordable accounting services in San Francisco and partners with businesses to establish finance teams in the Philippines, providing accounting outsourcing services and financial modeling expertise.

Diversified Financial Services
1-10
Founded 2019
View All Jobs 26

Description

  • Serve as one of the primary points of contact for assigned clients.
  • Conduct regular client check-ins to gather feedback and assess engagement health.
  • Monitor client satisfaction and proactively identify areas for improvement.
  • Coordinate with recruitment, operations, and leadership teams regarding client concerns or staffing updates.
  • Track employee performance feedback and escalate concerns when needed.
  • Help ensure timely resolution of operational or service-related issues.
  • Maintain client records, meeting notes, and engagement updates in internal trackers or CRM systems.
  • Prepare simple reports on client feedback, retention risks, and engagement status.
  • Support onboarding coordination for new clients and newly hired team members.
  • Assist leadership in improving internal processes and customer experience initiatives.
  • Follow up on pending action items and ensure commitments to clients are completed on time.
  • Monitor overall engagement health, including communication responsiveness, staffing stability, and client sentiment.

Requirements

  • Experience in customer service, account management, operations, or client success.
  • Strong communication and relationship-building skills.
  • Organized and detail-oriented with strong follow-through.
  • Comfortable handling client-facing conversations professionally.
  • Familiarity with Google Workspace, Microsoft Office, or CRM tools.
  • Experience in an outsourcing, staffing, or BPO environment is a plus.
  • Experience handling US-based clients is preferred.
  • Familiarity with project coordination or operations support is preferred.
  • Ability to prepare simple reports and presentations is preferred.
  • Experience gathering customer satisfaction feedback or conducting surveys is preferred.

Interested in this position?

Apply directly on the company website

Apply Now

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