Client Experience Specialist

2 days ago

Manila, National Capital Region, Philippines inDinero Full time ₱900,000 - ₱1,200,000 per year

Job Summary

The Client Experience Specialist is responsible for the entire client lifecycle, from post-sale activities like quarterly business reviews and renewals to client health initiatives. Exceptional communication, project management, and customer service skills are essential to deliver consistently positive client experiences as a dedicated client partner.

Roles and Responsibilities

  • Serves as a strong advocate for our clients to ensure that Indinero maintains high customer satisfaction.
  • Responsible for client renewals, ensuring that customers are provided with and utilize renewal, upsell, and expansion opportunities.
  • Manages client information by preparing content and regularly updating CRM and project work items in Karbon and Hubspot.
  • Collaborates with colleagues to identify ways to continuously improve and streamline our services.
  • Drives progress toward business solutions that result in mutually beneficial outcomes for all parties involved.
  • Serves as an escalation point for challenges that impact customer success and retention rates, and effectively escalates them further to the Director of Client Success.
  • Collaborate with cross-functional teams to guarantee that customer needs are met or exceeded. This includes, but is not limited to, partnering with Sales and Service teams.
  • Identify creative solutions to both client and internal challenges and promote knowledge-sharing across all internal disciplines.
  • Serve as a strong advocate for a productive and empowering working environment.
  • Manage multiple projects simultaneously, ensuring robust integration across the organization.
  • Uphold a strong working knowledge of all services, consulting subject matter experts as needed.
  • Complete other duties as assigned by management.

Required/Demonstrated Skills:

  • Strong interpersonal skills and the ability to create positive environments for collaboration.
  • Consultative and collaborative approach to building strong relationships.
  • Partnership with clients to optimize the use of services and technology solutions, ensuring value realization.
  • Willingness to support across all business functions as a dedicated team player.
  • Embodiment of company culture and contribution to a positive team experience.

Qualifications

  • 2+ years of experience in client success, client experience, project management, account management or a similar client service role.
  • Excellent client and project management skills, with a consultative and collaborative approach.
  • Impeccable written and verbal communication skills.
  • Detail-oriented and analytical.
  • A strong team player who thrives in a multi-tasking environment and can adjust priorities quickly.
  • Consistently demonstrates a strong work ethic, a commitment to results, and a positive attitude.
  • Comfortable working under pressure and skilled at creative problem-solving, setting and maintaining appropriate timelines, and communicating complex concepts to both internal and external stakeholders.
  • Action-oriented, capable of driving motivation and synergy across departments to achieve overarching goals.
  • Capable of leading highly effective interactions
  • CRM experience
  • Bachelor's degree
  • Industry experience in accounting (preferred)

  • Client Service Specialist IV

    4 days ago

    Manila, National Capital Region, Philippines Chase- Candidate Experience page Full time ₱900,000 - ₱1,200,000 per year

    If you enjoy being at the leading edge of delivering exceptional service and ensuring client satisfaction, you have found the right team.As a Client Service Delivery Specialist IV within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support. Your primary focus will be to address client inquiries,...

  • Client Connectivity Services Specialist

    4 days ago

    Manila, National Capital Region, Philippines DTCC Candidate Experience Site Full time

    Are you ready to make an impact at DTCC?Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills...

  • Client Onboarding

    4 days ago

    Manila, National Capital Region, Philippines Chase- Candidate Experience page Full time ₱1,440,000 - ₱6,000,000 per year

    Join our team as a Client Service Manager and lead a dynamic team to deliver exceptional client service. Shape the future by implementing strategic initiatives for Payments clients and partnering with technical teams globally. Unlock your potential and make your mark by ensuring client satisfaction and safeguarding team performance through effective training...

  • Client Onboarding

    4 days ago

    Manila, National Capital Region, Philippines JPMC Candidate Experience page Full time ₱900,000 - ₱1,200,000 per year

    Join our team and shape the future of client account management. Be at the heart of our documentation process, ensuring seamless account openings for our commercial clients. Unlock your potential with us and make your mark in a dynamic and innovative environment.As a Client Onboarding Documentation Analyst within Commercial Bank, you will be responsible for...

  • Client Operations Associate I for Client Onboarding

    2 days ago

    Manila, National Capital Region, Philippines JPMC Candidate Experience page Full time ₱900,000 - ₱1,200,000 per year

    Join our dynamic Client Operations team and be at the forefront of innovation in the banking industry. This role offers an exciting opportunity to engage with clients, address inquiries, and optimize service operations, all while contributing to our culture of excellence and efficiency.As a Client Operations Associate I within our team, you will play a...

  • Client Onboarding Associate

    1 week ago

    Manila, National Capital Region, Philippines JPMC Candidate Experience page Full time ₱900,000 - ₱1,200,000 per year

    If you're ready to make a meaningful impact and grow your career in a dynamic, collaborative environment, we invite you to join our team and help shape the future of Treasury Services.As a Client Onboarding Associate within the Treasury Services Team, you are responsible for implementing all new Treasury Services cash management business within agreed...

  • Client Implementation Specialist

    1 week ago

    Manila, National Capital Region, Philippines Safeguard Global Full time ₱900,000 - ₱1,200,000 per year

    Why join Safeguard Global?We want to help you"Work in Any Way" - that means, making time for family, commitments, and life outside, so that you can have the best of both worlds. When you own what you do and are driven to deliver, you have the flexibility to decide where and how you work. Our positions aren't just remote and hybrid first—they break free...

  • Client Tax Associate II

    4 days ago

    Manila, National Capital Region, Philippines JPMC Candidate Experience page Full time ₱900,000 - ₱1,200,000 per year

    Are you seeking to join a team where you can have the opportunity to thrive and grow?   We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team. As a Client Tax Associate II in the Tax Operations team, you will have the opportunity to thrive and grow by facilitating meetings with management or...

  • Client Support Specialist

    4 days ago

    Manila, National Capital Region, Philippines MicroSourcing Full time ₱250,000 - ₱500,000 per year

    Discover your 100% YOU with MicroSourcingPosition:Client Service SpecialistLocation:Ortigas, PasigWork setup & shift:Onsite | Day shiftWhy join MicroSourcing?You'll have:Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance...

  • US Tax Client Specialist

    4 days ago

    Manila, National Capital Region, Philippines PERMITTED LLC Full time ₱102,725 - ₱105,144 per year

    About TaxValetWe're not just a tax company. We're an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn't fulfilling and enjoyable, what's the point? At our company, our Core Purpose is to "transform negative emotions into something positive for our clients, partners, and each other". It just...