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 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 Experience Manager

    4 days ago

    Manila, National Capital Region, Philippines West Full time $60,000 - $80,000 per year

    This role will be based out of Notified Office located on the 14th Floor, AIA Tower (formely Philam Life Tower), 8767 Paseo de Roxas, Bel-Air, Makati City. Our expectation at this time, is that you would work from our office on Tuesdays, Wednesdays, Thursdays with flexibility to work from home on Mondays and Fridays.Job Summary: Client experience managers...

  • 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 Experience Manager

    4 days ago

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

    A LITTLE BIT ABOUT BoldrBoldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. We are a global team, united by our desire to connect diverse people with common values for bolder impact.  We employ just over a thousand team members across...

  • Servicing Travel Advisor IV, Private Client Services

    4 days ago

    Manila, National Capital Region, Philippines Chase- Candidate Experience page Full time ₱1,440,000 - ₱5,200,000 per year

    Embark on your travel career journey and become an essential part of our team, delivering outstanding service to travel clients while upholding our reputation for excellence.As a Service Travel Advisor IV in Chase Travel, you will contribute significantly to delivering extraordinary customer service to our travel clients and exceeding their expectations....

  • Client Experience Advocate

    1 week ago

    Manila, National Capital Region, Philippines Tyler Technologies Full time ₱150,000 - ₱250,000 per year

    DescriptionOverviewThe Client Experience Advocate is an entry-level client support role, serving as the first point of contact for client questions, issues, and service needs. As part of a regional team, Advocates deliver responsive, high-quality support while building foundational knowledge across the Tyler ERP Pro product suite. Advocates are expected to...