
Customer Success
5 days ago
WIZ.AI Makati, National Capital Region, Philippines
Customer Success & Solutions ConsultantWIZ.AI Makati, National Capital Region, Philippines
About the Role
As a Customer Success & Solutions Consultant, you’ll play an integral role throughout the entire customer lifecycle — from early solutioning and onboarding, to project delivery, and long-term account success. This is a client-facing role that blends elements of presales, solution delivery, and customer success . You\'ll work closely with internal teams and enterprise clients to ensure a seamless experience, delivering real impact with our AI-driven solutions.
OverviewAs a Customer Success & Solutions Consultant, you’ll play an integral role throughout the entire customer lifecycle — from early solutioning and onboarding, to project delivery, and long-term account success. This is a client-facing role that blends elements of presales, solution delivery, and customer success.
Key Responsibilities- Design AI Talkbot solutions for large enterprise customers, aligning product capabilities with customer business needs to highlight value and secure buy-in.
- Define product and service scope, establishing clear boundaries for solution integration, customization, and the interface between the company\'s products and customer systems.
- Lead project management for delivery and on-site integration projects, including requirement communication, project planning, team coordination, progress promotion, leadership, and risk management until final delivery.
- Maintain regular client engagement through quarterly business reviews and product training.
- Manage change requests and incident responses per SLA, utilizing product and client business knowledge for effective problem-solving.
- Analyze usage data and business metrics to enhance product adoption and prevent churn.
- Identify and address gaps between client expectations and solution performance, mobilizing internal resources or leading optimization efforts as needed.
- Understand customer needs and conduct upselling based on customer fit and growth stage.
- Degree in Business Management, Technology, or related fields.
- More than five years of experience in consulting, account management, presales, software project management or solution-related work.
- Prior experience and understanding of fintech, banking, telecommunications or martech industries, or enterprise service or enterprise sales experience would be a plus.
- Strong sense of creating value for customers, excellent systematic and logical thinking ability, ability to quickly understand the product and the customer\'s original business system.
- Strong communication and interpersonal skills; ability to engage C- and D-level stakeholders.
- Fluency in English and local language (Filipino) is required. Competency in spoken and written Mandarin would be a strong advantage.
- Ability to articulate complex ideas clearly and concisely.
- Dedication to understanding customer goals and delivering value-added solutions.
- Capability to analyze customer issues and develop workaround solutions.
- Adaptable and thrives in a fast-paced, high-growth environment.
- Capability to manage multiple customer accounts simultaneously.
- Exposure to diverse projects across fintech, martech, and enterprise AI domains.
- Direct client-facing experience from day one with hands-on support.
- Opportunities for cross-functional collaboration with Product, R&D, and Commercial teams.
- Structured onboarding and career development to help you grow into a future Solutions Leader or Strategic CSM .
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