Boldr

Senior Client Success Specialist

Boldr

full-time

Posted on:

Origin:  • 🇵🇭 Philippines

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Job Level

Senior

About the role

  • Boldr is the first global B-Corp dedicated to delivering world-class client experiences and creating dignified, meaningful work.
  • Coordinate account management and product development for Employer of Record (EOR) clients; own tools and processes.
  • Represent Boldr to strategic clients and advocate for client needs within operations.
  • Set high standards for client support and drive continuous improvement in communications and delivery.
  • Client Management: execute account management for assigned clients (1–5 team members), act as point of contact, lead escalations, conduct business reviews, develop account plans, collect feedback, and identify upsell/cross-sell opportunities.
  • Administrative Support: manage CRM/HubSpot pipelines, support documentation of client expenses for billing, manage contracts (MSAs/SLAs), and support the GE team.
  • Internal Project Management: drive cross-functional initiatives, create and update process documentation, identify and implement process improvements, coordinate meetings, and follow up on action items.
  • Expected to mentor and support team members and evolve the role as the company grows.

Requirements

  • Curious and authentic, just like us! #beboldr.
  • Analytical and critical thinker with attention to detail.
  • Passionate about client satisfaction.
  • Make-it-work approach to solving business problems.
  • Strong rapport-building with internal and external stakeholders.
  • Confident in making independent client-facing decisions balancing priorities.
  • Willingness to mentor and support team members.
  • Basic understanding of the Outsourcing Industry or strong desire to learn.
  • Eagerness to learn Boldr services (Customer Support, Data Management, Sales Enablement, Content Moderation, Sales).
  • Eagerness to learn partner industries (E-Commerce, SaaS, Finance, Real Estate).
  • Strong grasp of Google Suite.
  • Experience with HubSpot or other CRM systems; familiarity with ATS, HRIS, timekeeping/payroll tools is a major plus.
  • Strong verbal, written, and grammatical English fluency.
  • Around 3 to 5 years of work experience; client-facing experience is a major plus.
  • Proven experience analyzing client data, identifying trends, and recommending solutions.