Client Engagement Specialist

1 week ago

Hagonoy, Central Luzon, Philippines beBeeCustomerSuccess Full time $40,000 - $60,000

Job Overview:

We are looking for a detail-oriented and customer-focused individual to join our team in supporting client success managers and enhancing the experience of clients on our platform.

Key Responsibilities:

  • Conduct proactive outreach across a diverse client portfolio to ensure clients are fully functional on our platform and gather valuable insights for future product updates.
  • Manage communications and account needs for lower-tier and less complex accounts, ensuring each client feels supported and fully operational on the platform.
  • Support onboarding for new clients, including account setup, delivering introductory training, and addressing initial troubleshooting inquiries.
  • Collaborate with Client Success Managers to support day-to-day account activities such as user outreach, growing share of wallet, capturing client feedback for platform improvements, and addressing client needs by directing them to the appropriate support channel.
  • Monitor platform usage to identify any issues or improvement opportunities, working closely with Client Success Managers to address these and promote client engagement.
  • Assist in creating quarterly business review presentations for Client Success Managers by developing Google Slide/PowerPoint decks, highlighting client health/engagement scores, emerging trends, and the value clients gain from our platform.
  • Serve as an initial point of contact for client inquiries, escalating complex issues to Client Success Managers or other teams as necessary to ensure timely and effective resolution.
  • Identify potential sales leads through client interactions, supporting sales initiatives by identifying affiliate outreach and other strategies.

Required Skills and Qualifications:

  • Proven experience in customer support, account management, or a similar role
  • Strong organizational skills with a detail-oriented approach
  • Excellent communication and interpersonal skills, especially for remote interaction with diverse clients
  • Proficiency with CRM software and productivity tools
  • Familiarity with data analysis tools is a plus
  • Ability to work collaboratively in a remote, team-oriented environment across time zones

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