Account Specialist

Esusu

Account Specialist managing SMB customer onboarding, engagement, renewals, and reporting for Esusu’s inclusive fintech and data platform. Improving account health, adoption, retention, and customer lifecycle processes.

Posted 8/7/2026full-timeRemote • 🇵🇭 PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer lifecycle management within SaaS environments, focusing on onboarding, customer engagement, and retention strategies. Proficient in utilizing Salesforce and data analysis tools to enhance customer experience and drive product adoption.

Highest-signal resume keywords

Customer Lifecycle ManagementProject ManagementSalesforce ProficiencyOnboarding Software CompetencyCustomer Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Lifecycle ManagementProject ManagementData AnalysisOnboarding SoftwareSaaS Experience

Soft Skills

Excellent CommunicationInterpersonal SkillsProactive Problem-SolvingCustomer-Centric ApproachOrganizational Skills

Tools & Technologies

SalesforceCRM SystemsData Analysis Tools

Industry Keywords

SaaSSubscription-Based BusinessCustomer SuccessCustomer EngagementOperational Efficiency

About the role

Key responsibilities & impact

Lead onboarding calls for new SMB customers, gather and validate required documentation and data, coordinate internal implementation tickets, and ensure successful platform launches
Serve as the primary point of contact for SMB customers throughout their lifecycle
Address customer questions and provide guidance
Host customer training sessions to drive product adoption, user engagement, and customer success
Help drive customer renewals and expansion opportunities
Deliver regular impact reports and dashboards highlighting program performance, value, and return on investment
Manage ongoing customer requests and post-onboarding account activities in accordance with company standards
Monitor adoption trends, satisfaction, and retention risks
Develop strategies to improve customer outcomes
Evaluate and improve customer lifecycle processes to increase operational efficiency and enhance customer experience

Requirements

What you’ll need

Experience in customer lifecycle management within a SaaS or subscription-based business environment
Strong project management and organizational skills
Ability to manage multiple timelines and accounts simultaneously
Excellent communication and interpersonal skills
Proven track record building and maintaining strong customer relationships in customer-facing roles
Proficiency in Salesforce and other CRM systems
Competency with onboarding software and data analysis tools
Proactive, customer-centric approach to problem-solving and process improvement

Benefits

Comp & perks

Competitive Salary – Aligned with your experience and the PH market, administered through our Employer of Record (EOR)
Remote first work environment
12 vacation days
12 sick leaves
1 birthday leave
5-day work anniversary leave available after the first year
Comprehensive HMO via Maxicare
Government-Mandated Benefits – Includes SSS, PAGIBIG, PhilHealth, 13th Month Pay, Night Differential, Overtime, and Holiday Pay
Laptop and essential work equipment provided
In-person and virtual team get-togethers