CRM Manager
NerdWallet
Cloud
Customer Onboarding Specialist
MyPass Global
full-time
Posted on:
Location Type: Office
Location: Cebu • 🇵🇭 Philippines
Visit company websiteJob Level
Junior
Tech Stack
Cloud
About the role
- Efficiently process onboarding requests in adherence to business and service level requirements.
- Ensure the vendor onboarding program for new and existing asset owners is followed
- Coordinate with the Customer Success Managers to align onboarding steps and customer needs
- Create and configure customer portals tailored to customer-specific needs.
- Work with CS’s to highlight & resolve client-specific issues during onboarding
- Work with other cross-functional teams to highlight client issues
- Ensure any technical or operational issues encountered during onboarding are swiftly addressed
- Set up billing configurations in the industry portal
- Ensure that the customer’s portal is fully functional and compliant with their project-specific needs upon onboarding.
- Provide prompt and accurate responses to queries regarding onboarding, portal setup, features, and functionality.
- Capture and maintain customer data in the CRM to understand preferences and enable targeted marketing.
- Ensure that changes are properly communicated and documented to both customers and internal stakeholders
Requirements
- Minimum of 1 year of experience in communications, onboarding, customer service/support, sales account management, or customer success
- Proficiency with modern business software such as CRM tools, spreadsheet applications, and communication platforms
- Ability to work independently with a high degree of focus and self-discipline
- Demonstrated ability to manage multiple tasks and deadlines in a fast-paced environment
- Has exceptional Attention to Detail
- Ability to collaborate and communicate effectively with internal teams
- Experience in a project management or a customer-facing technical role with customer success training is an advantage
- Experience working within a SaaS environment is an advantage
- Familiarity with service integration concepts or cloud platforms is a significant advantage
- Previous exposure to the resources industry or HR/Logistics systems is an advantage
- Can work with high volumes of data and understands the importance of data accuracy to foster automation and future AI integration.
Benefits
- Accessible and friendly office in Cebu IT Park
- Celebrate You - Anniversary gifts as early as your first work anniversary!
- Be Healthy - Wellbeing policy with a strong focus on whatever makes you feel good from the inside out, and a company-sponsored Healthcare Insurance worth PHP 110,000.00.
- Work-Life Balance - Enjoy the right to disconnect with our 16 Paid Time Offs and 8 Compensatory Time Offs!
- Fuel Your Growth Journey - Unlocking your potential with a blend of in-person and online learning and development opportunities
- Get Rewarded and Recognized - Your impact to the business is seen and recognized through our Monthly Value Awards
- Be Comfortable - Casual Friday every day!
- We Love to Have Fun - Team outings, weekly lunches, team events, the list goes on…
- Generous Employee Referral Program - Rewards for referring top talent
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
onboardingcustomer portal configurationbilling configurationCRM data managementdata accuracyproject managementcustomer success trainingservice integration conceptsSaaS environmentcloud platforms
Soft skills
communicationattention to detailcollaborationself-disciplinetask managementdeadline managementproblem-solvingcustomer serviceindependenceadaptability
