Remote Enterprise Client Support Specialist

20 hours ago

Pulong Santa Cruz, Calabarzon, Philippines beBeeClientSuccess Full time $80,000 - $131,000
About the Position

PlanOmatic is looking for a Client Success Specialist to join our team, focused on providing proactive support across all enterprise-level accounts.

This role will work with our Enterprise Client Success Manager and ensure that our full enterprise portfolio is receiving consistent, high-quality attention that strengthens relationships and drives retention.

Key Responsibilities
  • Manage daily communications, responding quickly to client requests, questions, and needs.
  • Participate in client-facing meetings with our Client Success Manager.
  • Review and keep a close eye on account data and performance.
  • Regularly review account performance metrics (turn time, etc.) to ensure smooth management of the day-to-day client order experience.
  • Create and modify account-specific reports that highlight health and performance of the client.
Requirements
  • Fluency in English, both verbal and written.
  • Ability to consistently work in the Mountain Standard Time Zone (USA) - hours are 8am - 5pm.
  • Consistent access to high-speed internet and reliable equipment (laptop with a working camera and audio).
  • 2+ years of client-facing or account support experience (Enterprise SaaS or services industry preferred).
  • Strong problem-solving and communication skills.
  • Strong sense of urgency and proactivity.
  • Prior experience working in a client-facing role.
  • Ability to multitask and manage priorities in a fast-paced environment.
  • Detail-oriented with a proactive approach to client support.
Benefits
  • A culture that supports and celebrates a healthy work-life balance for everyone.
  • 6 sick days per year.
  • 20 days of PTO annually.
  • Celebrate and be celebrated with PlanOmatic peers through our Bonusly rewards program.
What We Offer

We pledge to continuously believe in our people and invest in our talent. This starts with our unique and supportive company culture, competitive compensation, and is continued with our other benefits:

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