Client Success Specialist, Dedicated Account

Overview

Client Success Specialist, Dedicated Account – PlanOmatic. This remote role is available only in the Philippines.

PlanOmatic provides quality photography, floor plans and 3D to the Single-Family Rental industry with speed and at scale, nationwide. With a network of photographers across the US, PlanOmatic serves property management companies and single-family rental owners/operators. As a client-centric company, PlanOmatic offers integrations and business intelligence for its partners to streamline their operations and marketing workflow. With a mission to show 1 million people their home for the first time, PlanOmatic continuously improves its solutions to lead innovation in the real estate industry.

• Inc. 5000 honoree for fastest-growing privately held companies in the U.S in 2015, 2016, 2017 and 2018.
• Denver Business Journal Small Business (20-29 employees) Award Winner in 2016.
• Colorado Companies to Watch honoree in 2018.
• HousingWire Tech100 Real Estate honoree in 2020.

PlanOmatic's culture is centered around creating a safe and supportive environment at work, with investments in Health & Wellness, Diversity & Inclusion, Sustainability and Philanthropy.

We celebrate and strive for an inclusive space for BIPOC, women, LGBTQ+ communities, and other marginalized groups, and remain committed to diversity, equity, inclusion and belonging.

PlanOmatic is looking for a Client Success Specialist to join our Client Success team, focused exclusively on supporting our largest enterprise account. This role works with the Enterprise Client Success Manager to ensure the largest client receives consistent, high-quality support that strengthens relationships and drives retention. This role is relationship-focused, proactive, and may involve special project management.

Location/Timing: Remote opportunity – available only in the Philippines. Reports to: Client Success Manager. Schedule: Monday – Friday, 8am – 5pm MST (USA). Role Structure: Remote opportunity – Philippines.

• Client Success – Manage daily communications for the largest client, respond quickly to requests and needs, partner with the Client Success Manager to execute account strategy and meet performance objectives.
• Client Meetings – Participate in client-facing meetings with the Client Success Manager.
• Account Health & Performance – Monitor account data and performance metrics; create and modify account-specific reports; communicate health status to the client and internal teams.
• Client Standards & Expectations – Act as SME for client guidelines and ensure expectations are met.
• Quality Assurance – Serve as internal QA resource, identify order issues and coordinate corrections with post production and partner teams.
• Client Support – Coordinate with Client Support and Operations to drive corrective actions and proactive cross-team communication.
• CRM Utilization – Use HubSpot to manage client interactions and updates.
• Client Centricity – Capture client feedback and advocate for client needs across departments.
• Special Projects – Participate in special projects as needed.
• Innovation & Workflow Automation – Identify and advocate for process improvements.

• Fluency in English, both verbal and written.
• Ability to work in Mountain Standard Time Zone hours (8am–5pm).
• Consistent access to high-speed internet and reliable equipment (laptop with camera and audio).
• 2+ years of client-facing or account support experience (Enterprise SaaS or services preferred).
• Strong problem solving and communication skills; proactive and with a sense of urgency.
• Prior client-facing experience; ability to multitask in a fast-paced environment.
• Detail-oriented with proactive client support approach.
• Familiarity with project management platforms (ClickUp, Asana, Monday.com) is a plus.

• 30-minute call with Head of People
• Take Home Exercise
• 1-hour interview with Client Support Manager and Head of People
• 30-minute interview with Director of Client Success & Operations

• Healthy work-life balance culture
• 6 sick days per year
• 20 days of PTO annually
• Bonusly rewards program
• Compliance with local and national laws in the Philippines

Referrals increase your chances of interviewing at PlanOmatic. Get notified about new Customer Success Specialist jobs in Metro Manila.