Client Success Manager
2 days ago
JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:
Customer Advocacy & Relationship Management
- Respond to every customer comment, message, and inquiry within 4 hours (target: 2 hours)
- Conduct 10-15 proactive customer check-ins weekly beyond reactive support
- Identify and execute 5+ "surprise and delight" moments weekly for strategic accounts
- Document customer wins, testimonials, and success stories in real-time
- Transform complaints into loyalty-building opportunities with over-delivery
- Create and maintain personalized touchpoint calendar for each customer segment
- Systematically convert advocacy-ready customers into referral sources
- Capture and organize customer feedback to inform product and service improvements
Analytics, KPIs & Optimization
- Monitor, track, and report on customer success KPIs:
- Response time and resolution rate
- Customer satisfaction scores (CSAT/NPS)
- Customer retention and churn rates
- Referral generation and conversion rates
- Testimonial and case study capture rate
- Support ticket volume and trending issues
- Customer engagement frequency and depth
- Customer journey progression (satisfied → advocate conversion)
- Analyze customer interaction data weekly and monthly to identify patterns, wins, and improvement opportunities
- Test and refine customer communication approaches based on response data
- Make clear, data-driven recommendations to optimize customer experience and increase advocacy
- Share regular performance updates with leadership team, including actionable next steps
- Identify early warning signs of customer dissatisfaction and intervene proactively
- Track ROI of customer advocacy program (referrals, testimonials, word-of-mouth impact)
Community & Engagement
- Respond promptly and empathetically to all comments, DMs, and community interactions
- Foster strong relationships that turn casual customers into community members
- Identify and surface customer questions, pain points, and feature requests to inform strategy
- Create opportunities for customer-to-customer connection and peer support
- Amplify customer wins and success stories across community channels
- Moderate and nurture community spaces with warmth and strategic intent
- Recognize and celebrate customer milestones and achievements
- Turn engagement moments into deepened loyalty and advocacy opportunities
Content & Communication
- Draft and send personalized customer communication (welcome sequences, check-ins, milestone celebrations)
- Create and maintain customer-facing resources (FAQs, guides, best practices)
- Develop case studies and success stories from customer wins
- Collaborate with marketing to ensure customer voice informs content strategy
- Write and distribute customer newsletters with value-driven content
- Craft social proof content (testimonials, reviews) for marketing use
- Ensure all customer communications reflect brand voice and exceed expectations
Systems & Operations
- Maintain accurate customer records and interaction history in CRM
- Use Airtable to track customer journey stages, touchpoints, and advocacy opportunities
- Manage customer success workflows in Basecamp (tasks, deadlines, follow-ups)
- Utilize to monitor customer engagement and platform usage
- Deploy ManyChat for customer service automation while maintaining personal touch
- Update and optimize customer communication templates and workflows
- Create and maintain SOPs for repeatable customer success processes
- Build scalable systems that maintain high-touch feel as customer base grows
Workflow & Collaboration
- Collaborate with leadership to align customer success strategy with business goals
- Attend daily standups and weekly team reviews with performance updates
- Communicate proactively about customer trends, risks, and opportunities
- Take ownership of customer success metrics and continuous improvement
- Coordinate with sales team on referral handoffs and advocacy opportunities
- Partner with product/service delivery teams to resolve customer issues
- Share customer insights that inform business development and innovation
EXPERIENCE AND SKILLS REQUIRED:
Professional Experience:
- 3-5 years in Client Success, Customer Success, or Community Management roles with demonstrated results
- At least 1 year of Leadership experience, managing and training team members.
- Proven track record of turning customers into advocates - measurable referrals, testimonials, and word-of-mouth growth
- Solid experience building and managing customer relationships with exponential engagement growth
- Experience with customer service automation tools (ManyChat, chatbots, CRM systems) while maintaining personalized service
- Demonstrated ability to manage high-volume customer interactions without sacrificing quality or response time
- Background in data-driven decision making - tracking KPIs, analyzing trends, and making strategic recommendations
Core Competencies:
- Exceptional relationship builder - naturally warm, empathetic, and skilled at making customers feel heard and valued
- Proactive problem-solver - anticipates needs before they're voiced and prevents issues before they become complaints
- Systems thinker - builds scalable processes while maintaining high-touch, personalized customer experience
- Data literacy - ability to analyze performance data (CSAT, NPS, retention rates, engagement metrics) and make clear, actionable recommendations
- Ownership mindset - takes full responsibility for outcomes, doesn't wait to be told what needs doing
- Highly organized - manages multiple priorities, deadlines, and customer touchpoints without dropping balls
- Tech-savvy - quick to learn new tools and platforms; comfortable with AI tools to enhance productivity
- Coachable and Open to Feedback
- Integrity - Say what you mean, mean what you say
Communication Excellence:
- Excellent English communication skills, both written and verbal (essential for customer-facing role)
- Exceptional writing ability - crafts clear, warm, and persuasive messages that build trust and loyalty
- Active listening skills - reads between the lines to understand unstated needs and concerns
- Professional video presence - comfortable conducting customer check-ins and relationship calls via Zoom
Technical Proficiency:
- Project management tools: Basecamp, Airtable, or similar platforms
- Community/membership platforms: or similar customer management systems
- Automation tools: ManyChat, email automation, chatbot platforms
- Design tools: Canva Pro for creating customer-facing visuals
- Analytics tools: Google Sheets/Excel for data tracking and reporting
- Google Suite: Docs, Sheets, Slides for documentation and collaboration
- AI tools: Experience using AI to enhance efficiency, drafting, and customer insights
Personality & Work Style:
- People person - genuinely energized by human interaction and helping others succeed
- Ambitious & growth-oriented - sees this role as a stepping stone to leadership
- Detail-oriented - nothing falls through the cracks; follows through on every commitment
- Resilient & positive - maintains composure and optimism when dealing with frustrated customers
- Self-motivated doer - doesn't need micromanagement; takes initiative and runs with it
- Customer-obsessed - finds genuine joy in exceeding expectations and creating "wow" moments
Preferred Background:
- Prior experience in business coaching, personal development, marketing, or related industries is a significant advantage
- Experience with customer advocacy programs, referral systems, or community-building initiatives
- Background in high-performing teams with clear metrics and accountability
- Experience working remotely with distributed teams across time zones
Tools Proficiency Preference:
- Canva Pro - Customer-facing visuals and celebration graphics
- Basecamp - Task management, projects, team collaboration
- Airtable - Customer data tracking, touchpoints, success metrics
- - Platform engagement and customer activity monitoring
- ManyChat - Customer service automation with personalized touch
- - Customer resource links management
- Google Suite - Documentation, reporting, collaboration (Docs, Sheets, Slides)
- Zoom - Customer check-ins, team meetings, relationship building
- Survey/Feedback Tools - CSAT/NPS measurement
TECH REQUIREMENTS:
- Computer - at least i5 or equivalent with 8gb RAM
- Dual Monitor is required
- Internet Speed - At least 100 MBPS Download speed
- HD Camera and Headset with Noise Cancellation
Bonus (after 90 days):
- Paid Time-off (20 days per year)
- Internet speed upgrade reimbursement
- Generator Bonus
Job Type: Full-time
Schedule: 9:00 AM - 5:00 PM EST or 8:00 AM - 4:00 PM EST
Salary Range: PHP 40,000- PHP 70,000 monthly, Depending on experience
What's on Offer?- Opportunity within a company with a solid track record of performance
- Leadership Role
- Fantastic work culture
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