Client Partnership Specialist

7 days ago

Biñan, Calabarzon, Philippines beBeeCustomerSuccess Full time ₱350,000 - ₱500,000
Job Title: Customer Success Professional

We are seeking a skilled professional to fill this customer-facing role. The ideal candidate will be responsible for ensuring our clients achieve their desired outcomes while using our services.

This involves leading new client onboarding, proactively managing client relationships to ensure satisfaction and growth, and efficiently handling various client requests and support needs. Your role is crucial in fostering long-term client partnerships and identifying opportunities for mutual success.

The key areas of focus include:

  • New Client Onboarding:
    • Lead the internal team to prepare for client kick-off meetings.
    • Review client requirement lists and manage clarification issues.
    • Ensure all relevant data, including KYC and client profiles, is prepared for kick-off.
    • Categorize and classify clients (e.g., VIP levels).
    • Manage set expectations and create work plans with clients, including milestones and target dates for projects.
  • Client Success Management:
    • Ensure internal teams and VAs are aligned for seamless service delivery, especially when multiple VAs are supporting a client.
    • Conduct regular client health checks and follow-ups.
    • Facilitate internal team recurring meetings to review client status.
    • Identify and manage risks and gaps, applying action plans for corrective actions and notifying relevant stakeholders.
    • Track project plan targets and milestones.
    • Identify potential client business growth opportunities and suggest additional services.
    • Coordinate relevant training for VAs supporting clients if knowledge gaps are identified.
    • Organize client surveys and health check meetings.
    • Handle client complaints and lead the core team to resolve problems.
    • Manage holiday greetings, promotions, and course communications for clients.
    • Identify potential future re-opening opportunities at the end of a contract.
    • Ensure a smooth transition to replacement VAs in case of VA resignations.
    • Manage escalation paths for critical client issues.
  • Client Requests & Support:
    • Handle new client requirements or additional support requests.
    • Coordinate new service requests, including the provision of additional VAs.
    • Manage requests for upskilling of VAs.
    • Coordinate changes in schedule or hours as requested by clients.
    Required Skills and Qualifications
    • Bachelor's degree, preferred
    • Fluent English language skills
    • At least 1-2 years of experience in customer service or client handling roles via chat, email, and calls
    • Strong experience and proficiency in client-facing roles
    • Good time-management skills
    • Available for a full-time job
    • Willingness to undergo training and adapt to new processes
    Key Responsibilities

Main Device Requirements:

  • Processor: Core i3 or Ryzen 3 and above (5th Gen) or AMD equivalent
  • RAM: 8 GB and above
  • Storage: 112 GB
  • Internet Connectivity: 20 MBPS and above (both for Download and Upload Speed)

Backup Device Requirements:

  • Processor: Core i3 or Ryzen 3 and above (5th Gen) or AMD equivalent
  • RAM: 4 GB
  • Storage: 112 GB
  • Internet Connectivity: 10 MBPS

Note: Mobile phones or tablets are not accepted for this role.

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