Client Success Executive

7 days ago

Cebu City, Central Visayas, Philippines Bai Finance Group of Companies Full time ₱400,000 - ₱600,000 per year

About the Role

The Client Success Executive plays a key role in managing and nurturing relationships with our business clients, including BVS, Baikada, and corporate partners. This position ensures a seamless, end-to-end client experience — from loan processing to service delivery — while coordinating closely with internal teams and referral partners to drive satisfaction and business growth.

Key Responsibilities

  • Serve as the primary point of contact for assigned clients, ensuring high-quality service and timely support.
  • Coordinate with internal teams and external partners to deliver efficient loan and service processing.
  • Maintain accurate client records and performance metrics in CRM systems.
  • Identify opportunities for account growth and process improvement.
  • Uphold compliance with company policies and industry standards

Qualifications

  • Bachelor's degree in Business, Marketing, Finance, or related field.
  • 2–3 years of experience in client management, sales, or financial services.
  • Strong communication, relationship management, and problem-solving skills.
  • Proficiency in CRM tools (e.g., Salesforce, HubSpot) and MS Office applications.
  • Highly organized with strong attention to detail and client focus

Join us and help shape exceptional client experiences that drive long-term partnerships and business success

Job Type: Full-time

Benefits:

  • Flexible schedule
  • Flextime
  • Work from home

Work Location: In person

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