Customer Success

Customer Success Account Manager – Finstro

We are looking for an Customer Success Account Manager to join our team Full Time. The Customer Success Account Manager will act as client advocate and work with internal departments to ensure that client needs are understood and satisfied. Responsibilities include handling all client queries, requests and complaints, maximising revenue by offering relevant features or alternative product or service and being a critical resource in improving the overall client experience.

Key Responsibilities:

• Act as a primary point of contact for key customers and manage communications across multiple channels.
• Handle all incoming calls or emails relating to all Finstro's products and services from Active clients.
• Ask relevant open-ended questions to understand client requirements and maximise revenue by offering relevant features or alternative product or service to client.
• Keep records of calls and note useful information / Enter and update customer information in the database.
• Coordinate with internal teams (Sales, Marketing, Support, Product) to ensure a consistent and effective customer experience.
• Act as a client advocate with a focus on improving the client experience.
• Identify upselling or cross-selling opportunities and contribute to revenue growth.
• Resolve complaints and preventing additional issues by improving processes.
• Manage own portfolio of accounts and be accountable for increased utilisation.

Experience and Skills Required:

• 5+ years of client relationship management, customer service, sales and/or account management experience in the financial services or similar industry.
• Excellent communication and people skills; comfortable presenting products or services across multiple channels.
• Ability to learn about products/services and describe them to prospects.
• Strong negotiation skills with the ability to resolve issues and address complaints.
• Experience in client or portfolio or account management.
• Excellent customer service and rapport-building; sales experience is a nice-to-have.
• Ability to cross-sell and support customer retention.
• Ability to work in a fast-paced environment and meet deadlines.
• Good knowledge of CRM software and telephone systems.

The role is based in Manila, Bonifacio Global City, Taguig. Candidates must be willing to work full time onsite during probation; transition to Flexible Work Arrangements may be possible subject to mutual agreement with the manager.

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Role Type: Customer Success

Location: Manila, Philippines

Posted 1 day ago

At NiCE, we challenge our limits and strive to lead in customer success. The Director of Customer Success oversees a hybrid team of Professional Services Managers and Individual Contributors, delivering world-class business and technical account management.

Key Responsibilities:

• Be a senior leader in the matrix organization of Customer Success; collaborate with Professional Services, Technical Support, and other teams.
• Lead a team of global employees with MD, Philippines Operations and regional leaders.
• Develop and execute retention strategies and renewal processes; partner with Sales on product penetration.
• Improve overall support and delivery experience; oversee CIP processes and performance with Partner Success Team.
• Define functional roles, processes, technology needs, and KPIs; mentor and coach teams.
• Oversee client adoption of NICE products; manage accounts and ensure competitive advantage.
• Recruiting and staffing responsibilities; travel as needed; on-call availability.
• Adhere to Code of Ethics and NICE policies.

Qualifications:

• Bachelor's Degree preferred; MBA optional.
• 12+ years in customer service, contact center, or B2B technology; 5+ years in management; remote team leadership preferred.
• Public speaking, analytics, and cross-functional collaboration experience.
• Willingness to travel up to 50% and strong comfort with executive stakeholder engagement.

This advertiser has chosen not to accept applicants from your region.

Role Type: Director; Location: Philippines

Posted 1 day ago

Role focuses on renewals, lifecycle management, growth opportunities, executive engagement, training, forecasting, and cross-functional collaboration. Responsibilities include maintaining data in Salesforce, delivering forecasts, and driving adoption and retention.

What You’ll Do:

• Renewal ownership and negotiations; mitigate churn.
• Define success plans and engagement cadences; drive adoption and retention.
• Identify cross-sell and upsell opportunities; partner with Sales/BD for expansion.
• Engage executives; tailor value narratives; coordinate with Training Specialists.
• Territory planning, health scores, risk/expansion hypotheses; forecast renewals and expansions.
• Maintain Salesforce data; provide dashboards; train customers on product use.
• Prepare customer insights for internal teams and customers.

Qualifications:

• Bachelor's degree; 12+ years in CS/Account Management/SaaS preferred; experience managing remote teams.
• Strong communication, stakeholder management, and data-driven decision making.
• Willingness to travel up to 50% and experience in customer success models.

Location vary by posting; schedule often includes night shifts or remote options depending on role.

This advertiser has chosen not to accept applicants from your region.

Role is client-facing (70% with clients, 30% internal) and focuses on onboarding, relationship building, and ensuring satisfaction. Responsibilities include check-ins, performance reviews, and opportunity identification for upsell/cross-sell.

What You'll Do:

• Check-ins with client stakeholders; manage service volume and dashboards.
• Provide executive-level relationship management; conduct quarterly business reviews.
• Identify upsell/cross-sell opportunities; collaborate with Sales on renewals.
• Maintain client satisfaction and renewals; resolve issues with cross-functional teams.

What We Look For:

• 3+ years in account management or customer-facing roles; health/wellbeing market experience preferred.
• Strong communication, stakeholder management, and problem-solving abilities.
• Ability to work onsite in Alabang, Muntinlupa; strong public speaking and relationship-building skills.

PLEASE DON'T APPLY IF YOU ARE OUTSIDE THE PHILIPPINES. We are located in Muntinlupa City.

This advertiser has chosen not to accept applicants from your region.

Note: This document consolidates multiple postings that may have regional restrictions. If you need a tighter, single-posting version, I can tailor to one role and location.