Implementation Specialist

• Provide Level2 operations support of IP based services
• Carry out effective & quality customer service on all International IP services
• Resolve customer issues by providing technical support
• Provide 2nd level support to the NOCs
• Work with the core engineering team to resolve higher level problems
• Participate in Migrations and support of additional products as needed
• Provide support within a global team to ensure proper handover of tasks

Senior IP Customer Engineer

Customer Success Manager

• End-to-End File Processing & Lodgement: Prepare, structure, and submit loan applications through ApplyOnline (AOL), ensuring complete accuracy and compliance before submission.
• Serviceability & Credit Analysis: Run initial serviceability assessments using Quickli and individual lender servicing calculators; review lender policies to flag potential credit issues early.
• Document Management & Quality Control: Issue client welcome packs, collect and review financial documentation for accuracy, and maintain organized, audit-ready client files.
• Pipeline & Conditions Management: Monitor pipeline status, submit pricing requests, order property valuations, and proactively resolve outstanding lender conditions to prevent delays.
• Stakeholder Coordination: Maintain clear, professional communication with clients, lenders, Business Development Managers (BDMs), conveyancers, and solicitors throughout the loan process.
• Settlement Execution: Coordinate pre-settlement and settlement logistics, verifying that all financial requirements are fulfilled for a smooth settlement day.
• Practice Administration & CRM Maintenance: Manage the Principal Broker’s calendar, appointments, and daily tasks while keeping the CRM continuously updated.

Mortgage Broker Assistant, myCRM Experience

• Manage the shared customer support inbox, responding to member enquiries with professionalism, empathy, and efficiency
• Resolve account access issues, payment enquiries, booking changes, scheduling concerns, and general platform support requests
• Support coaches with platform navigation, onboarding, offboarding, scheduling, and day-to-day operational questions
• Deliver an exceptional customer experience while maintaining high service standards
• Identify recurring platform issues and convert them into clear, structured development tickets
• Liaise with the development team by documenting bugs, reproducing issues, and verifying completed fixes
• Test platform improvements before release and communicate updates back to members and coaches
• Recommend enhancements to workflows, platform functionality, and customer communications
• Work every submission from our phone reception service (member questions, tech problems, coach messages) arriving in the support inbox, to the same standards and response times as any other support request
• Call members when a problem is faster to solve with a quick outbound call than a long email thread; inbound calls are handled by our reception service
• Keep CRM records tidy where reception bookings and member interactions touch GoHighLevel: correct tags, correct pipeline stages, nothing orphaned
• Maintain accurate internal documentation and knowledge bases using Notion
• Coordinate onboarding and offboarding processes for coaches and team members
• Support employer onboarding projects and operational rollouts
• Continuously identify opportunities to improve processes, documentation, automation, and operational efficiency
• Utilise AI tools to improve productivity, communication quality, and workflow efficiency

Member Success Manager / Customer Success Specialist

• Hold a portfolio of client-assistant pairings
• Treat every inbound inquiry with urgency
• Run onboarding for new clients and assistants
• Own 30-day success check-ins and follow-ups
• Take lead on win-back conversations

Client Success Specialist

• Own and manage a portfolio of accounts, segmented by size, growth potential, and health status
• Maintain a minimum 99% logo retention and 102%+ NRR through proactive identification and closure of expansion opportunities
• Track MRR retention and MRR growth across your book — you understand and can speak to the dollar value of every account
• Monitor leading indicators of account health: login frequency, task assignment rates, communication patterns, VA utilization, and email engagement signals
• Navigate renewals 60–90 days before expiration, addressing concerns and negotiating terms proactively
• Identify clients with additional hiring needs, build data-driven ROI cases for expansion, and guide clients toward solutions they haven’t yet articulated
• Facilitate QBRs for growth and enterprise accounts with data-driven presentations showing value delivered: time saved, cost efficiencies, productivity gains
• Assess quality of client outreach — not just frequency, but whether your touchpoints are generating alignment, trust, and forward momentum

• Manage 15–20 virtual assistants across multiple clients simultaneously
• Run daily stand-ups and coach EAs in real-time when issues arise
• Build and execute personalized development plans for each team member
• Track performance metrics including response times, client satisfaction, and quality scores
• Jump in hands-on when clients need immediate support — you're a player-coach, not just a manager
• Lead video calls with international clients (US, Australia) daily
• Partner with clients to optimize EA workflows and stay ahead of their evolving needs
• Manage smooth transitions during team changes, EA replacements, and client handovers
• Support EA offboarding and account transition checklists when pairings end
• Develop and maintain SOPs for key EA functions
• Monitor performance across HubSpot, Slack, Discord, Cloudtalk, ChatGPT, Workspace, and Penthouse daily
• Support client onboarding calls as needed and follow the handover SOP when accounts transition to a new Account Lead
• Flag billing discrepancies and relay client billing questions to the billing team — you coordinate, not calculate
• Submit a daily Account Lead Pulse (ALP) report following any internal note or escalation
• Maintain clean, accurate records on all team and client activity
• Use technology proactively to solve problems and stay organized

Client Success Specialist – VA Team Coaching

• Seamless Onboarding: Guide new customers through the onboarding process, ensuring a smooth transition and quick adoption of RemotePass.
• Strategic Relationship Management: Build and nurture strong connections with key stakeholders, acting as a trusted partner to help them achieve their goals.
• Customer Advocacy: Serve as the primary contact for customers, addressing inquiries and ensuring swift resolution of issues.
• Proactive Account Management: Monitor account health and engage customers to identify and implement opportunities for enhancement and growth.
• Insight-Driven Feedback: Collect and analyze customer feedback to provide actionable insights that shape product development.
• Retention and Growth Leadership: Drive customer loyalty and uncover opportunities for upselling or cross-selling RemotePass services.
• Cross-department Collaboration: Collaborate with Sales, Operations, Product, and Engineering teams to deliver an exceptional customer experience while supporting growth and retention objectives.
• Value Optimization: Foster business growth and profitability by ensuring customers realize the full value of RemotePass's services.

Senior Customer Success Manager

• Lead end-to-end implementation projects, acting as the primary point of contact from point-of-sale to a fully operational, live product and ensuring a seamless client experience;
• Conduct deep-dive discovery sessions to understand clients' procurement and financial processes and translate business requirements into customized, optimized product workflows;
• Manage timelines, deliverables, and technical alignment, guiding clients through data mapping, validation, and migration of vendor lists, budgets, item catalogs, and other business data into the platform;
• Keep both internal teams and client-side stakeholders on track with strict deadlines, managing risks and unblocking technical dependencies;
• Deliver high-impact interactive workshops and onboarding sprints for key client stakeholders, enabling them to operate the platform independently;
• Create tactical, highly structured enablement resources (deployment playbooks, configuration guides, short video workflows) to standardize the implementation process;
• Partner with Sales, Product, and QA teams to escalate technical blockers and translate client feedback into actionable product improvements.

Implementation Consultant, Fluent English – B2B Client Onboarding

• Manage, maintain, and optimize the company's existing HubSpot CRM environment
• Review current CRM setup and identify opportunities to improve efficiency and user adoption
• Design, build, and optimize HubSpot workflows and automations
• Streamline business processes by reducing manual tasks through automation
• Maintain CRM data quality, ensuring contacts, companies, deals, and pipelines remain accurate and organized
• Develop and maintain dashboards and reports that provide meaningful business insights
• Monitor CRM performance and recommend improvements based on best practices
• Collaborate with internal stakeholders to understand operational needs and implement CRM solutions
• Troubleshoot HubSpot-related issues and continuously improve system performance
• Stay up to date with new HubSpot features and recommend enhancements that benefit the business

Hubspot CRM Expert

Customer Advocate

• - You will interact with customers across multiple channels (SMS, email, chat, phone) to provide and process accurate, valid, and complete information with the highest degree of empathy, courtesy, and professionalism.
• - Handle customer consultation calls, technical troubleshooting, escalations, and complex investigations.
• - Troubleshoot product or service-related issues by investigating root causes, collaborating with internal teams, and ensuring timely resolution.
• - Perform problem tracking and ensure that issues are properly prioritized, documented, tracked, and resolved.
• - Proactively identify customer needs and offer thoughtful solutions, accommodations, or next steps—whether through direct support or referral to other teams..
• - Ensure proper and timely escalation of issues to meet internal and external expectations.
• - Identify opportunities and recommendations for continuous process improvement.
• - Identify patterns in customer feedback or pain points and surface actionable insights to improve tools, content, or processes.
• - Participate in initiatives that help scale support operations, optimize workflows, and enhance the overall customer experience.
• - You are expected to deliver service excellence and maximize customer satisfaction.
• - Work with the external team to stay updated on product and service knowledge.

Senior Customer Advocate – Project-based

• Act as part of the Digital Customer Success team to support PayScale's largest and highest volume customer base (our SMB and Mid-Market customers).
• Work when post-sale through renewal to drive product adoption and value realization. Partner closely with all other post-sales customer experience teams (onboarding, support, and renewal managers) to ensure customer is getting value from Payscale products.
• Act as a product and a compensation expert for our customers, providing best practices to ensure customer loyalty.
• Respond to high volume of inbound customer requests to help better utilize their account and subscription.
• In this role, you will be working with customers via email and Zoom calls.
• Leverage Gainsight technology to set follow up tasks and manage next steps.
• Meet internally to act as 'voice of the customer' with our Product, Support, and other teams across the business.
• This role does not handle a dedicated book of business, but instead works within a team serving our Digital Customers.

Digital Customer Success Manager

• Design, build, test, deploy, document, and optimize advanced GoHighLevel solutions across multiple brands, products, and business units.
• Collaborate with Marketing, Sales, Operations, Product, Customer Success, Partnerships, HR, and Executive Leadership.
• Improve customer lifecycle automation and optimize lead routing, sales pipelines, and customer communication.
• Leverage AI to improve workflow design, automation planning, documentation, QA, and customer journey mapping.
• Partner across functions to deliver intelligent systems that enhance customer journeys.

GoHighLevel Automation Specialist – CRM, Funnels, AI Systems

• Execute onboarding strategies aligned with company and client objectives
• Configure and customize POS systems, including menu-building based on client requirements
• Accurately handle client data entry and system configuration
• Deliver clear, friendly verbal support and training to customers
• Troubleshoot client issues and collaborate with internal/external teams to resolve them efficiently
• Provide ongoing external support for both technical POS concerns and general customer service needs
• Adapt to a shifting work schedule as needed

POS Implementation and Onboarding Specialist

• Manage the end-to-end implementation process for new clients
• Conduct discovery sessions to understand client business goals, portfolio structure, and reporting requirements
• Configure client accounts, dashboards, reporting settings, and user permissions
• Coordinate data integration and system setup activities
• Develop implementation timelines and ensure milestones are completed on schedule
• Deliver onboarding sessions, product demonstrations, and training workshops
• Educate clients on key performance metrics including occupancy, ADR, RevPAR, booking pace, market trends, and competitive benchmarking
• Act as the primary implementation contact for clients during onboarding
• Coordinate with Customer Success, Product, Engineering, and Support teams to ensure seamless deployments
• Track implementation progress and communicate status updates to stakeholders
• Support client adoption and engagement during the initial onboarding period.

• Manage and grow relationships with a portfolio of customers, acting as their primary point of contact
• Engage proactively to understand each customer's goals and challenges, and build clear, measurable success plans
• Ensure high retention, renewal, and satisfaction levels across the full customer lifecycle
• Monitor customer health metrics, track success KPIs, and report customer outcomes to leadership
• Identify churn risk early and lead recovery plans; identify and progress expansion and upsell opportunities
• Maintain complete, accurate customer and renewal data in HubSpot
• Advocate for the customer inside and provide structured product feedback to the team
• Onboard new customers: configure their account, run training, and drive successful adoption
• Conduct regular check-ins, account reviews, and quarterly business reviews (QBRs) via zoom to assess progress and plan next steps
• Own renewals and maintain accurate renewal forecasts
• Identify upselling and cross-selling opportunities, partnering with Sales to grow accounts
• Manage customer inquiries and tickets in HubSpot Service Hub, meeting SLA targets
• Log all communication, risks, actions, and renewal activity in HubSpot, and use that data to prioritise outreach
• Serve as the liaison between customers and internal teams (Product, Sales, Support), and manage escalations to fast resolution

Onboarding Specialist

• Manages end-to-end offer letter initiation, documentation completion and hiring administration in line with approved terms, timelines and compliance requirements.
• Coordinates background checks and pre-employment requirements, ensuring candidate consent, regulatory compliance, timely follow-ups and review results for red flags for escalation to hiring managers or People partners.
• Acts as the primary point of contact for candidates throughout pre-boarding such as liaising of queries related to offers, benefits and start dates with the recruiter and/or hiring manager.
• Ensures all pre-employment screenings (e.g., drug tests) are completed and proceed with the hiring process in the ATS and the HRIS.
• Coordinates with IT and the hiring manager to ensure equipment and access permissions are ready for the first day.

Talent Acquisition Specialist

Customer Retention Specialist

• Make outbound calls to customers — save accounts, offer solutions, and close retention conversations with confidence (~100 calls per day)
• Upsell and cross-sell relevant products based on customer needs and purchase history (50% success rate from connected calls)
• Handle inbound inquiries via live chat and phone — order updates, returns, exchanges, refunds, and product inquiries
• Coordinate with internal teams and 3PL partners to resolve shipping or fulfillment issues
• Maintain accurate and complete customer interaction records
• Identify recurring issues and suggest improvements to processes or templates
• Meet or exceed performance targets for response time, resolution rate, and customer satisfaction
• Perform other customer experience–related tasks as assigned (responsibilities are not limited to the above and may evolve based on team needs and performance)

Customer Retention Associate – Voice

• Monitor and manage three primary email inboxes: Catering, Info, and Soul Mates enquiries.
• Respond promptly to customer enquiries in each inbox, providing accurate and helpful information.
• Ensure all customer communications are logged and tracked appropriately.
• Answer incoming calls related to catering follow-ups, delivery orders, general enquiries, and loyalty program queries.
• Maintain a professional and friendly tone during all customer interactions.
• Handle basic dispute resolution, ensuring customer concerns are addressed calmly and effectively.
• Assist with monitoring and responding to Google reviews, ensuring timely and appropriate replies.
• Handle enquiries from third-party delivery platforms such as Doordash and Uber Eats.
• Update store information, including catering requirements, delivery radius, contact information, and hours of operation.
• Collaborate with team members to ensure consistent and up-to-date information is available to customers.
• Manage the Soul Mates loyalty inbox, responding to customer enquiries regarding the loyalty program.
• Assist in maintaining customer satisfaction and engagement through proactive communication and support.
• Willing to provide occasional weekend support when required.

Customer Engagement Assistant

• Support the Talent Acquisition Operations function by contributing to the development and implementation of policies, programs, and practices.
• Acting as a subject matter expert and mentoring new TA Onboarding Specialists.
• Administering various People employee programs to meet organizational needs.
• Drafting, reviewing, and sending official employment agreements.
• Initiating, monitoring, and following up on background verifications and drug screenings.
• Collaborating with recruiters, hiring managers, IT, and external vendors to facilitate smooth onboarding.

Senior Talent Acquisition Specialist

• Manage a portfolio of approximately 6–10 active onboarding accounts.
• Serve as the primary point of contact from contract signing through onboarding completion.
• Conduct Getting Started Calls (GSCs) to assess practice workflows, specialties, staffing structure, learning preferences, and onboarding requirements.
• Establish onboarding expectations, milestones, and timelines.
• Manage all client communications via email, phone, and Zoom.
• Conduct regular client check-ins throughout the onboarding process.
• Monitor client satisfaction and proactively identify potential concerns.
• Escalate risks and issues to leadership when appropriate.
• Guide clients through go-live preparation and readiness.
• Deliver and/or coordinate the complete onboarding sequence, including: Getting Started Call (GSC) Billing Setup Call Account Configuration EHR Documentation Training Billing Training Insurance Training Specialty Training Dress Rehearsal
• Customize training sessions based on specialty, workflow, documentation requirements, and billing processes.
• Ensure clients achieve clinical and billing readiness prior to graduation.
• Provide same-day post-session recaps with SMART action items.
• Maintain accurate documentation of all onboarding activities in Momentum CRM.
• Coordinate with Revenue Cycle Management (RCM) teams to schedule and complete billing-related onboarding requirements.
• Verify completion of: EDI enrollment ERA setup CMPay/Fortis activation
• Coordinate with: CredEdge (Credentialing) PatientHub CMPay Billing Operations
• Ensure all onboarding workstreams remain aligned and on schedule.
• Identify onboarding scope discrepancies and communicate findings early in the implementation process.
• Participate in or lead graduation reviews.
• Deploy and monitor Fire Onboarding Surveys.
• Escalate client concerns identified through survey responses within 48 hours.
• Complete graduation readiness verification, including: EDI confirmation Active payment processing Billing training completion Dress rehearsal completion Client confidence assessment.
• Prepare and conduct account handoff to the Retention team.

Customer Success jobs in Philippines

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Senior IP Customer Engineer

Mortgage Broker Assistant, myCRM Experience

Member Success Manager / Customer Success Specialist

Client Success Specialist

Customer Success Manager

Client Success Specialist – VA Team Coaching

Senior Customer Success Manager

Implementation Consultant, Fluent English – B2B Client Onboarding

Hubspot CRM Expert

Senior Customer Advocate – Project-based

Digital Customer Success Manager

GoHighLevel Automation Specialist – CRM, Funnels, AI Systems

POS Implementation and Onboarding Specialist

Implementation Specialist

Customer Success Manager

Talent Acquisition Specialist

Customer Retention Associate – Voice

Customer Engagement Assistant

Senior Talent Acquisition Specialist

Onboarding Account Manager