Portfolio and Digital Success Leader

1 day ago

th Floor One West Aeropark Pampanga Philippines Ideagen Full time $30,000 - $60,000 per year


About Us

Location - Clark Freeport Zone, Pampanga, Philippines

Department - Customer

Function - Customer Success

Working Pattern - Hybrid

Benefits - Benefits at Ideagen

Salary - this will be discussed at the next stage of the process, if you do have any questions, please feel free to reach out

The Portfolio and Digital Success Leader manages the team of Portfolio Success Managers and Digital Success Managers in the Philippines and act as the onsite resource capable of monitoring the team in terms of performance and concerns.



Responsibilities

  • Manage a team of Digital and Portfolio Success Managers. Ensure that all accounts follow the programs rolled out. Promote learning and upskilling across the team. Establish and monitor KPIs. Ensure high-performance across the assigned ARR portfolio.
  • Develop, launch, and monitor comprehensive Customer Success strategies including activities surrounding product roadmaps, campaigns, adoption, satisfaction, expansion, and retention.
  • Collaborate with cross-functional teams to create cohesive, personalized digital experiences throughout the customer lifecycle
  • Implement, manage, and govern customer health scoring systems. Ensure that all systems and processes capture the same metric, following the same computation. Evaluate and measure digital programs against key targets for continuous improvement.
  • Assess and curate customer feedback and scores to accurately define strategies and make decision points.
  • Leverage data to monitor and drive usage, adoption metrics, ensure a segmented approach to engaging customers, and build proactive intervention processes.
  • Own retention metrics and renewal processes while identifying expansion opportunities within the existing customer base.
  • Engage customers as needed. Present relevant data including performance, usage, or trends.
  • Implement and optimize digital success journeys including onboarding, training, and adoption initiatives.
  • Stay abreast of industry trends and best practices in Customer Success including the adoption of AI and its benefit across the team.


Skills and Experience

  • 5+ total years in Customer Success with 3+ years as team leader/supervisor, experience with digital-led success models and SaaS businesses
  • Proven track record meeting retention targets, strong analytical skills, and experience with customer success platforms
  • Experience in compliance/regulatory software preferred (GRC, Quality Management, Risk Management)
About Ideagen

Ideagen is the invisible force behind many things we rely on every day - from keeping airplanes soaring in the sky, to ensuring the food on our tables is safe, to helping doctors and nurses care for the sick. So, when you think of Ideagen, think of it as the silent teammate that's always working behind the scenes to help those people who make our lives safer and better. Everyday millions of people are kept safe using Ideagen software. We have offices all over the world including America, Australia, Malaysia and India with people doing lots of different and exciting jobs.

We're building a future-ready team, and AI is part of how we work smarter. If you're curious, adaptable and open to using AI to improve how you work, you'll thrive at Ideagen 

What is next?

If your application meets the requirements for this role, our Talent Acquisition team will be in touch to guide you through the next steps.

To ensure a flexible and inclusive process, please let us know if you require any reasonable adjustments by contacting us at  All matters will be treated with strict confidence.

#LI-HT1 #LI-Hybrid #LI-Fulltime


  • Portfolio and Digital Success Leader

    3 weeks ago

    , , Philippines Damstra Technology Full time

    Overview Portfolio and Digital Success Leader – Location: Clark Freeport Zone, Pampanga, Philippines. Department: Customer. Function: Customer Success. Working Pattern: Hybrid. Role type: Permanent. Job ID: . Number of Openings: 1. Category: Customer Service/Support. Location - Clark Freeport Zone, Pampanga, Philippines About Ideagen Ideagen is the...

  • Revit Architect – Digital Twin Specialist

    4 weeks ago

    , Pampanga, Philippines Private Advertiser Full time

    We are looking for a Revit Architect with solid experience in Digital Twin creation and point cloud to Revit modeling . The successful candidate will work on projects involving highly detailed and accurate BIM models derived from laser scans or point clouds. This position is based in Angeles City, Pampanga , with a hybrid work setup (home + office) that will...

  • Specialist, Portfolio

    6 days ago

    , , Philippines AIA Hong Kong and Macau Full time

    AIA Digital+ is a Technology, Digital and Analytics innovation hub dedicated to powering AIA to be more efficient, connected and innovative as it fulfils its Purpose to help millions of people across Asia-Pacific live Healthier, Longer, Better Lives.If you are hungry and driven to play an active role in shaping a better tomorrow, we want to hear from you....

  • Digital Marketing Manager

    2 weeks ago

    , Metro Manila, Philippines Certified Digital Marketer Full time

    Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Certified Digital Marketer About the Role We’re looking for a Digital Marketing Manager who will take the lead in driving the CDM and CDP brands forward. This role is for a strategic, data-driven, and creative marketer who can translate insights into impactful...

  • Digital Marketing Manager

    3 weeks ago

    , Pampanga, Philippines HR Network Inc Full time

    Join to apply for the Digital Marketing Manager role at HR Network Inc 1 month ago Be among the first 25 applicants Join to apply for the Digital Marketing Manager role at HR Network Inc Get AI-powered advice on this job and more exclusive features. Key ResponsibilitiesCreative Excellence: Lead the conception and execution of visually stunning,...

  • Digital Marketing Manager

    3 weeks ago

    Pampanga, Philippines HR Network Inc Full time

    Key Responsibilities: Creative Excellence: Lead the conception and execution of visually stunning, brand-consistent creative content across all touchpoints. Strategic Branding: Drive cohesive and innovative branding strategies that elevate the company’s presence in the luxury space. Team Leadership: Build and mentor a high-performing creative and digital...

  • Portfolio Management Business Transformation Manager

    1 day ago

    Philippines AXA Full time ₱1,500,000 - ₱3,000,000 per year

    Proven track record of successfully leading process improvement initiatives within the insurance and/or financial services industry, with a focus on portfolio management and customer persistency. Demonstrated experience in implementing automation and digitalization strategies within a portfolio management context, leading to increased operational efficiency...

  • Portfolio Management Business Transformation Manager

    3 weeks ago

    , , Philippines myGwork - LGBTQ+ Business Community Full time

    Join to apply for the Portfolio Management Business Transformation Manager role at myGwork - LGBTQ+ Business Community 1 day ago Be among the first 25 applicants Join to apply for the Portfolio Management Business Transformation Manager role at myGwork - LGBTQ+ Business Community This job is with AXA Investment Managers, an inclusive employer and a member of...

  • Consultant - Portfolio Change and Management

    1 day ago

    Manila (One Ayala Tower ), Philippines ING Full time ₱900,000 - ₱1,200,000 per year

    Change Portfolio Consultant IIBackground on what ING is about:ING Hubs Philippines (ING Hubs PH) is an international part of the ING organization delivering services to many Business Units across the world for both Wholesale Banking and Retail Banking activities. Working for ING Hubs PH means working with the most diverse workforce and where no challenge is...

  • Concur - Digital Client Success Manager

    1 day ago

    Philippines SAP Full time ₱80,000 - ₱120,000 per year

    We help the world run betterAt SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging – but it matters. You'll find a place where you can be yourself, prioritize your...