Client Success Advocate

7 days ago

Rizal, Philippines beBeeCustomer Full time ₱720,000 - ₱1,022,000

Job Title: Client Success Advocate

Role: Full Time, 40 hours per week, Remote Work Option

Overview:

We seek a proactive and client-focused professional to support our team in delivering exceptional client experiences on our platform.

Responsibilities:

• Proactive Outreach: Conduct regular outreach across a diverse portfolio of clients to ensure they are fully utilizing our platform. Gather insights for future enhancements.

• Account Management & Support: Independently manage client communications and needs for lower-tier and less complex accounts, ensuring each feels supported and operational on the platform.

• Onboarding Support: Assist new clients with account setup, introductory training, and initial troubleshooting inquiries. Over time, handle end-user onboarding independently, allowing CSMs to focus on executive stakeholders.

• Collaboration: Work closely with CSMs 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.

• Engagement Tracking: Monitor platform usage to identify issues or improvement opportunities, working with CSMs to address these and promote client engagement.

• Presentation Preparation: Assist in creating quarterly business review (QBR) presentations by developing Google Slide/PowerPoint decks highlighting client health/engagement scores, emerging trends, and the value clients gain from our platform.

• Client Support: Serve as an initial point of contact for client inquiries, escalating complex issues to CSMs or other teams as necessary to ensure timely resolution.

Qualifications:

• Proven experience in customer support, account management, or similar roles

• Strong organizational skills with attention to detail

• Excellent communication and interpersonal skills, especially for remote interaction

• Proficiency with CRM software and productivity tools like Google Workspace, Microsoft Office

• Familiarity with data analysis tools is a plus

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