Client Portfolio Manager

1 week ago

Barcelona, Philippines beBeeCustomer Full time ₱4,000 - ₱7,000
Account Professional

The primary function of this role is to oversee a portfolio of small to mid-market clients, driving product adoption and revenue growth through strategic guidance and customer relationship management.

This position involves analyzing engagement data, leading business reviews, and proactively addressing needs to maximize long-term value for the organization.

Key Responsibilities:
  • Manage a portfolio of approximately 30–100 small to mid-market customers to drive product adoption, lead renewal negotiations, and meet growth goals.
  • Develop and maintain executive relationships with key customer stakeholders, providing a high-quality experience and creating promoters.
  • Implement, train, and coach customers on best practices to ensure adoption goals are met and maintained.
  • Analyze user engagement data, identify actionable insights, and report regularly on key performance indicators.
  • Lead annual or semi-annual business reviews with key stakeholders, positioning yourself as a strategic advisor to drive continued value from our products.
  • Identify areas for improvement in the customer experience and create new processes to maximize success in the small to mid-market segment.
  • Continually assess, document, and analyze customer progress toward revenue goals and results.
  • Monitor customer health, proactively address issues, and act as an escalation point for critical matters.
Requirements:
  • Bachelor's degree relevant to the position.
  • Two or more years of professional experience in a sales or account management style position.
  • Proven history managing a portfolio of similar-sized clients.
  • Technical proficiency on SaaS products.

As an Account Professional at a dynamic organization, you will be part of a passionate team that is committed to making a positive impact. We offer a unique opportunity to work with a variety of clients and develop your skills and expertise in account management. If you are a motivated and results-driven individual who is looking for a challenging and rewarding role, we encourage you to apply.

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