Account Manager

• Manages a full block of clients
• Deliver professional and trusted service to clients and brokers
• Build solid relationships both internally and externally
• Provide high-quality service to a block of clients
• Meet service quality and productivity standards
• Resolve or negotiate solutions to client issues
• Document and track client discussions or complaints
• Proactively educate clients on new product features
• Provide accurate client administration by processing financial transactions
• Monitor, control and minimize outstanding suspense account items
• Contribute to the improvement of work systems

Client Account Representative

• **What You’ll do**
• **Account & Partnership Management**
• - **Act as the primary relationship manager for assigned partner accounts**
• - **Drive high levels of partner satisfaction, retention, and account growth**
• - **Deliver partner-facing initiatives and ensure successful implementation of programs**
• - **Maintain accuracy and integrity of data used for reporting and decision-making**
• **Business Development**
• - **Build and expand relationships with key decision-makers across banking and financial institutions**
• - **Identify and develop new partnership opportunities aligned with growth strategies**
• - **Contribute to pipeline development and expansion of financial inclusion initiatives**
• **Performance & Reporting**
• - **Monitor and report on account performance, program execution, and impact metrics**
• - **Provide insights on funding utilization and forecast progress against plans**
• - **Support data-driven decision-making across internal and external stakeholders**

Partnership Account Manager – Banking, Financial Services

• Proactively identify emerging and established creators across TikTok, Meta (Facebook + Instagram), YouTube, Snap, Twitch, and Pinterest.
• Track content trends, creator trends, and highlight any shifts you’re seeing about how creators are using new platform features.
• Build and maintain curated creator rosters by vertical for use in pitching and rapid campaign responses, primarily focusing on creators based in North America.
• Monitor creator momentum, growth, and audience sentiment using internal tools and platform insights.
• Evaluate creators using both qualitative measures (authenticity, storytelling, brand alignment) and quantitative data (engagement rate, reach, growth).
• Conduct thorough brand safety checks, including content review, audience integrity, and historical brand partnership analysis.
• Partner with internal teams to ensure shortlist accuracy and alignment with strategic objectives.
• Lead the creation of indicative creator lists that show how campaign ideas can come to life.
• Translate creative briefs into actionable sourcing frameworks that reflect diversity across platforms, audience demographics, and storytelling styles.
• Prepare polished, client-ready creator proposals including rationale and gain the ability to provide estimated pricing and performance context.
• Act as a point of contact for early-stage creator relationships to support future partnerships.
• Stay ahead of platform algorithm changes, creator economy shifts, and monetization trends.
• Provide context and insights to internal teams to inform negotiation and partnership strategy.
• Utilize relationships with top talent agents and agencies to ensure we are tapping into the latest and greatest talent options.
• Use CRM and talent management systems (e.g. Sprout Social, IQ Data, Waves) to organize and tag creator data.
• Support continuous improvement of Influencer’s sourcing database, tagging systems, and best practices.
• Help evolve our sourcing framework and technology stack to improve efficiency and scale.

Creator Partnerships Executive

• Develop and execute local growth initiatives across the Philippines
• Drive customer acquisition campaigns focused on freelancers, creators, remote workers, and global professionals
• Identify scalable growth opportunities across online and offline channels.
• Help improve activation and retention for users in the Philippine market.
• Support the growth of key Raenest products, including: Global Accounts, USD Cards, Stablecoins, International Transfers
• Build relationships with: Freelance communities, Creator communities, Startup ecosystems, Universities, Coworking hubs, Tech and Stablecoins communities, Employer, payroll and BPO platforms
• Identify strategic partnerships that can drive awareness, trust, and distribution
• Support partnership discussions, negotiations, activations, and follow-through
• Help grow Raenest’s local community presence online and offline
• Organise meetups, webinars, workshops, creator sessions, and ecosystem events
• Work with creators, influencers, and community leaders to increase visibility
• Help localise Raenest’s messaging and positioning for the Philippine market
• Gather customer insights and market feedback to improve campaigns and product experience
• Monitor local market trends, competitors, and customer behaviour.
• Track campaign performance and partnership outcomes
• Share weekly growth updates and actionable market insights
• Work closely with internal teams to improve the customer experience for Philippine users

Growth & Partnerships Lead

• Execute sales and business development strategies to meet revenue and pipeline targets
• Build strong market understanding to identify target customer segments, partnership opportunities, and growth levers
• Drive pipeline growth through outbound prospecting, networking, partnerships, and inbound lead conversion
• Source, pitch, and support onboarding of channel partners (brokers, insurers, TPAs, and other distributors)
• Drive partnership sales enablement by equipping partners with the right materials, training, and ongoing support to generate qualified leads
• Collaborate with partners on go-to-market initiatives and joint value propositions
• Support the development of scalable sales and partnerships processes, including playbooks, collateral, and workflows
• Track leads, opportunities, and performance using CRM tools (e.g., HubSpot), ensuring accurate reporting and visibility
• Work closely with Marketing to align on targeting, messaging, and lead generation efforts
• Partner with internal teams (Product, Clinical, Marketing) to refine offerings and improve customer and partner outcomes
• Contribute to continuous improvement of sales and partnerships processes using data and performance insights

Business Development Manager – Partnerships

• Build and maintain strong relationships with key client stakeholders
• Identify and qualify upsell and cross-sell opportunities to all targeted client accounts - with a primary focus on upselling to the existing B2B client base
• Develop and execute strategic plans to grow and expand SAVii’s existing B2B accounts, with a focus on upselling and cross-selling SAVii and Gotyme payroll services
• Handle contract renewals to ensure continuity, account retention, and portfolio growth
• Collaborate with Sales, Marketing, Product, and other relevant stakeholders to structure proposals, secure approvals, and close expansion deals
• Work closely with Relationship Managers to design and implement strategic account approaches that strengthen client partnerships, drive engagement, and maximize business opportunities
• Track and forecast account growth pipeline; meet assigned portfolio revenue and uptake targets
• Monitor client performance, usage trends, and account health to identify expansion opportunities or potential risks
• Monitor client satisfaction and proactively address client questions or concerns, risks to retention and account stability
• Keep CRM and all relevant tools well-documented and updated with stakeholder maps, engagement records, and opportunity movement
• Adhere to company policies, standards, and confidentiality protocols in handling client and business information
• Perform additional duties as assigned to support overall client success and business growth

Senior Relationship Manager

• Manage and enhance the work relationship with the partner restaurant chains through regular, personal contact with the restaurant manager
• Renegotiate the contracts conditions such as commission rate or minimum basket size with restaurant manager on a regular basis
• Convince restaurant manager to implement the backlink on their website and/or a splash page to convert online traffic into additional orders
• Design and improve the aftersales process by streamlining the operations and the CRM system
• Find and convince the best partner restaurants to join the corporate menu booklet and monitor the order evolution as well as customer experience after integration
• Negotiate exclusive deals with the best partner restaurants in order to increase the orders and at the same time safeguarding the relationship quality to the partner restaurant
• Ensure that all partner restaurants maintain a high customer experience and brief them on how to even improve it

Associate, Account Management, South Luzon – Cavite

• Coach and mentor Customer Success Managers (CSMs) to improve customer satisfaction, retention, and relationship management
• Conduct quality reviews on customer interactions (calls, emails, task updates) and provide detailed feedback
• Develop and deliver coaching plans tailored to individual performance metrics and team goals
• Collaborate with leadership on team skill development, training needs, and continuous improvement
• Lead training sessions and skill refreshers to reinforce best practices and performance standards
• Maintain standardized coaching documentation and feedback tools
• Track, report, and analyze coaching effectiveness and performance trends

Account Manager – Coach

• Scour the web and databases to build hyper-targeted prospect lists of 100+ qualified leads weekly
• Craft and send personalized cold emails using tools like Hunter.io or Apollo for verification and scaling
• Set up and manage affiliate programs: recruit partners, negotiate deals, track commissions, and optimize for ROI using simple dashboards
• Qualify leads in HubSpot or similar CRM, nurture them with automated sequences
• Analyze campaign data weekly; track metrics like reply rates, conversion funnels, and CPL to refine tactics and hit aggressive targets

Influencer & Creator Partnerships Manager

• Own and exceed monthly and quarterly ARR targets by driving the adoption of key add-on products such as Dynamic Pricing, Smart Locks, QuickBooks Online (QBO), and Insurance.
• Collaborate with regional CSMs (for Mid-Market/Enterprise) to identify expansion opportunities within their portfolios.
• Act as the commercial expert, leading the sales cycle for add-ons and upsells identified by the CS team.
• Maintain a high-integrity, accurate forecast and pipeline in Salesforce.
• Manage a high volume of opportunities simultaneously, with clear next steps and close dates.
• Execute targeted outbound campaigns, making large quantities of calls, emails, and demos daily to a global portfolio of existing customers to generate new expansion pipelines.
• Lead discovery calls, product demonstrations, and commercial negotiations, effectively overcoming objections to close deals.
• Manage the commercial aspects of the customer relationship post-sale.
• Develop and execute targeted business strategies for your portfolio, managing the full sales process from initial scoping to contract closure with operational rigor.
• Act as a crucial feedback loop to the Product, Marketing, and Sales teams, sharing insights from customer conversations to inform product strategy and go-to-market motions.

• Serve as a primary escalation point for complex customer concerns related to crypto transactions and account issues.
• Work closely with cross-functional teams to investigate and resolve customer issues efficiently.
• Oversee and support the handling of daily customer inquiries, ensuring accurate and professional responses.
• Monitor ticket queues and team performance to ensure service level agreements are met.
• Prepare weekly and monthly reports tracking team performance and operational pain points.
• Stay updated on new product features and train the team appropriately.
• Develop strategies to improve customer experience and support quality.

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