
Client Success Implementation Specialist
4 days ago
Onboarding New Clients
- Kick-off client implementation
- Set up Client credentials/login in Software and Zoho
- Run sessions and train clients on how to configure and use the software
- Integrate software to their payroll via online or xml mapping
- Assist with employee data validation
- Work with the developers for enhancements, issues, and requests during implementation.
- Provide software rollout project template to clients
- Complete checklist and assist the client to Go Live
- Maintain in-depth knowledge of the software and ability to adapt to its changes
- Clarify customer requirements; probe for and confirm understanding of their implementation requirements
- Document complete and accurate the Core HR and Onboarding Requirements Definition
- Add client to CRM, Send welcome email & manual
- Obtain CSV data from the client, modify it in Excel, and import it to our software.
- Assist with employee data validation, and reporting setup (basic SQL)
- Provide software rollout project template to clients
- Complete checklist to Go Live
- Perform other tasks or duties assigned by the Client/Company Supervisor.
Live Website Chat - initial discussion with customer/lead
- Monitor & engage website visitors via Zopim chat popups
- Engage with Chat following a detailed script, answering questions about our software
- Follow the data collection process
- If the customer is interested, schedule a demonstration for BDM
- Update CRM & Report on weekly chat results
1st Level Support for our software
- Monitor for reported issues
- Provide email & text chat Support to customers
- Register & resolve 1st level issues
- Escalate 2nd level issues to consultants
Required Skills / Qualifications
- Knowledgeable in HR Processes and HRIS implementation
- Advanced Excel - eg. able to rapidly sort, filter, and realign data
- Slack or a similar team collaboration/project tool
- Customer support / technical support role
- Excellent Communication Skills
Desirable but Non-essential Experience
- Live web chats like Intercom and Zopim
- Salesforce
- Marketing Automation systems
- Supporting a software product
- Intermediate SQL experience - eg. writing queries, sorting data
Must be willing to work on a hybrid work setup at Clark, Pampanga (3x a week on Mondays, Wednesdays, Fridays)
Job Types: Full-time, Permanent
Pay: Php60, Php90,000.00 per month
Job Types: Full-time, Permanent
Pay: Php60, Php90,000.00 per month
Benefits:
- Health insurance
- Life insurance
- On-site parking
- Pay raise
Ability to commute/relocate:
- Clark Freeport Zone: Reliably commute or planning to relocate before starting work (Required)
Work Location: In person
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