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

• 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

• 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

• 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

• 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

• Respond to customer inquiries and support requests in a professional and timely manner.
• Troubleshoot and resolve CRM-related issues.
• Gather and document information necessary to investigate and resolve concerns.
• Escalate complex issues when necessary.
• Deliver a positive customer experience through clear and effective communication.
• Assist new users with account setup and platform onboarding.
• Conduct support and training sessions via virtual meetings.
• Provide guidance on platform features, functionality, and best practices.
• Create instructional materials and video tutorials as needed.
• Build and configure CRM assets, including automations and workflows, email campaigns, funnels and landing pages, forms and surveys, appointment booking systems, online courses and client portals, and websites and related digital assets.
• Create, update, and maintain knowledge base articles and support documentation.
• Identify recurring issues and develop resources to improve user self-service.
• Track and manage assigned tasks and projects.
• Maintain organized records and project updates.
• Collaborate with team members to support business objectives and client success.

CRM Support & Implementation Assistant

• Own and deliver defined Customer Success initiatives that improve efficiency, consistency, and scalability across the lifecycle.
• Take scoped problems and drive them through structured design, implementation, and adoption.
• Bridge operational execution and structured problem-solving, ensuring initiatives are delivered with quality, cross-functional alignment, and measurable impact.

Project Lead, Customer Success

• Serve as the primary contact for a portfolio of clients using HubSpot.
• Develop and maintain strong, long-term client relationships.
• Understand client business objectives and tailor HubSpot solutions to meet those needs.
• Guide clients through onboarding and ensure successful implementation of HubSpot tools.
• Provide ongoing support and training on HubSpot’s features and best practices.
• Identify opportunities for clients to optimize HubSpot use and drive business growth.
• Monitor client usage and success metrics, proactively addressing any issues.
• Identify upsell and cross-sell opportunities to increase client spending and satisfaction.
• Regularly communicate with clients to review progress, gather feedback, and update on new features.
• Prepare and present reports on client performance and ROI from HubSpot.
• Collaborate with internal teams to resolve client issues and deliver exceptional service.

• Serve as the main point of contact for members throughout their licensure journey
• Build strong, long-term relationships with candidates as they progress through the ARE and continuing education programs
• Celebrate member milestones and create positive customer experiences
• Encourage customer loyalty and help turn members into brand advocates
• Identify opportunities for membership renewals, upgrades, and additional services
• Spot potential firm or group membership opportunities from individual member interactions
• Support long-term business opportunities in partnership with the sales team
• Contribute to customer retention, account growth, and overall member success
• Assist candidates with ARE preparation, study planning, memberships, and platform navigation
• Proactively engage inactive or at-risk members to help them stay on track toward licensure
• Deliver thoughtful, empathetic, and professional customer support
• Work alongside AI tools and systems to improve customer experience and team workflows
• Identify process improvements, recurring issues, and opportunities for automation
• Help improve support resources, workflows, and operational processes
• Share customer feedback and insights with product and marketing teams
• Identify trends and opportunities to improve onboarding, engagement, and retention
• Help the company better understand the needs of architecture candidates and firms

Customer Growth & Success Manager

• Manage and maintain the RealNex CRM database
• Update property listings, contact records, and lead information accurately
• Monitor incoming lead inquiries and respond promptly via email, text, or CRM messaging
• Qualify and route leads as needed
• Track lead activity and maintain detailed notes within the CRM
• Follow up with prospects regarding available commercial properties
• Ensure all client and property information remains organized and up to date
• Assist with pipeline management and lead tracking
• Generate reports and provide updates on lead activity when requested
• Support the broker with administrative CRM-related tasks

RealNex CRM & Lead Management Specialist – Commercial Real Estate

• Establish and maintain a governance model for multiple client accounts within the assigned portfolio.
• Lead the team by allocating resources, assigning responsibilities, coordinating, communicating, and participating in activities necessary to achieve company and client goals.
• Oversee staffing, production and process improvement efforts, and program financials to ensure key objectives are met.
• Ensure Peak Support’s policies, and procedures, as well as the clients, are followed.
• Work alongside multiple individuals in preparing weekly, monthly, and quarterly business reviews and presenting the data to the client.
• Conduct business reviews with Clients and Peak Support Executives (Weekly, Monthly, Quarterly) to evaluate historical trends and ensures that action plans are integrated into the process improvement initiatives.
• Evaluate the performance of each client and partners with support members and the Cabinet (WFM Training, Quality Assurance, and Business Analytics) to implement glidepaths or cure plans for any underperforming metric or task.
• Create strategic plans for process improvements, headcount planning, and other account-specific requirements.
• Partner with the Client Success Executive to identify opportunities for new business with existing clients and account growth.
• Remain engaged with the IT and Technology team to ensure that all tools are running efficiently (internal and client-side) and that security and compliance measures are being followed.
• Help in promoting team engagement through planning, coordinating, communicating, and participating in engagement, rewards and recognition activities.
• Responsible for the performance, growth, and development of all direct reports (Team Leads, Training, and Quality and other roles required to promote overall account performance).

Client Success Manager

• Maintain current clients and grow customer base
• Keep accurate correspondence records and update client details
• Provide process improvement recommendations
• Establish and maintain a governance model for client accounts
• Oversee staffing, production, and process improvement efforts
• Conduct business reviews and present data to clients
• Evaluate client performance and implement plans for improvement
• Partner with Client Success Executive for account growth

• Guide new clients through onboarding and ensure confidence in systems.
• Proactively monitor client projects and address roadblocks.
• Build relationships with clients to encourage repeat business.
• Maintain clear communication with clients and internal teams.
• Ensure quality standards and security in client data handling.

Client Success Specialist – US Client-Facing

• Manage service booking enquiries across multiple platforms
• Schedule and process service bookings in the CRM system
• Maintain and update customer profiles and records accurately
• Respond to customer enquiries in a professional and timely manner
• Conduct post-service follow-ups to measure customer satisfaction and experience
• Perform general administrative duties to support the service department
• Provide reception coverage when required
• Assist with ad hoc administrative tasks and projects as directed

Customer Success Manager jobs in Philippines

See all jobs on JobTailor

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

Hubspot CRM Expert

Digital Customer Success Manager

GoHighLevel Automation Specialist – CRM, Funnels, AI Systems

Customer Success Manager

Customer Engagement Assistant

CRM Support & Implementation Assistant

Project Lead, Customer Success

Customer Success Manager

Customer Growth & Success Manager

RealNex CRM & Lead Management Specialist – Commercial Real Estate

Client Success Manager

Client Success Manager

Client Success Specialist – US Client-Facing

CRM Administrator