Client Success Manager and Intake Specialist

2 weeks ago

Mandaluyong City, National Capital Region, Philippines 56dfa38a-307c-44f7-a25f-a5703ad0a61a Full time ₱400,000 - ₱600,000 per year
  • Manage all current clients, including picking up phone lines, onboarding new clients, completing demos, ensuring all contracts are signed, and keeping client files up to date.
  • Must be able to work in the office at least 3 days per week.
  • Provide clients with access to Helport or the live monitoring system and conduct demos with them.
  • Assist with marketing for new clients by engaging in digital marketing and utilizing the referral program to attract new clients from existing ones.
  • Follow up with marketing leads and convert them into new clients.
  • Produce and update policies and procedures.
  • Conduct market research and develop plans and ideas to enhance operational efficiency.
  • Conduct monthly satisfaction surveys with all clients.
  • Manage all marketers in setting goals and milestones for them.
  • Strong communication skills, minimal or no accent, and a solid background in managing and supervising staff in an office setting are essential

Minimum Qualifications
Education & Experience

  • Bachelor's degree in Business Adminstration course, or a related field (preferred but not mandatory with proven experience).
  • Proven experience as a Client Onboarding engagement and protocols handling client facing inquiries and requests.
  • Previous experience in client success stories and onboarding projects such as defining the goals and identify risks and mitigating the gaps between the process advantage.

Technical Skills

  • Related certifications such si Six Sigma certification and HIPAA compliance.

Other Competencies

  • Excellent problem-solving skills and strong attention to detail.
  • Proven ability to deliver projects on time with minimal supervision.
  • Adaptable to changing project requirements and deadlines.
  • Strong communication and collaboration skills for both remote and on-site work.
  • Availability for the entire project duration and flexibility to adapt to project needs.
  • Experience in contractual or project-based work is an advantage.
  • Amenable to work in a hybrid setup.

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