Customer Success Specialist

1 week ago


Clark Freeport and Special Economic Zone Central Luzon, Philippines ConnectWise Full time

General Summary:

The Partner Success Specialist is responsible for leveraging deep business and industry knowledge to partners with customers to help them accelerate business value and ROI from their investment with ConnectWise. This role works in partnership with the Services & Support teams to build and maintain strong relationships that lead to increased value, retention, and the expansion of the organization's footprint.

Essential Duties and Responsibilities:

  • Provides support to the cross-functional teams, with a high attention to detail
  • Researches, analyzes, and documents findings
  • May influence others within the Partner Success team through the explanation of facts, policies, and practices
  • Ensures that partners derive maximum value from their investment in the ConnectWise platforms, utilize all of their licenses, identifies new opportunities, and collaborates with other ConnectWise stakeholders to ensure adoption and a successful renewal
  • Builds and nurtures relationships across accounts to solidify our partnership and commitment to the partners while penetrating the account deeper
  • Effectively networks within accounts in order to help partners achieve their objectives
  • Monitors partner usage data, health indicators, maturity score, renewal dates, and growth opportunities to translate into strategies for success
  • Evangelize the capabilities of ConnectWise across the entire platform
  • Develops an understanding of typical business challenges faced by partners and common objectives to appropriately map ConnectWise platform features and associated business benefits to address their needs
  • Identifies risks to the partner and looks to resolve to help the partner achieve their stated business goals
  • Navigates customer organizational structures to identify and build relationships with executives and stakeholders

Knowledge, Skills, and/or Abilities Required:

  • Ability to work independently on projects and processes with general supervision
  • Practical knowledge of applicable work area
  • Ability to situationally adapt and understand new technology/processes as per partner requirements
  • A strong customer focus and ability to effectively and quickly build relationships and establish trust, respect, and communication
  • Outgoing personality, detail oriented, and be able to work well under pressure
  • Technical acumen and business management skills
  • Working knowledge of ConnectWise product and platform features, capabilities, and best use
  • Strong knowledge of business processes (Sales, Marketing, Service, Support)
  • Ability to quickly grasp and distinctly explain technological and business concepts
  • Strong knowledge of the IT Service Provider market and business
  • Effective at leading and facilitating executive meetings and workshops

Educational/Vocational/Previous Experience Recommendations:

  • Bachelor's degree in related field or equivalent business experience
  • 3+ years of relevant experience
  • Preferred: 2+ years of SaaS industry experience

Working Conditions:

  • Onsite/Hybrid/Remote depending on location
  • 0-10% travel may be required


  • Clark Freeport and Special Economic Zone, Central Luzon, Philippines Knack RCM Full time

    The ideal candidate will have impeccable relational skills and can create win/win environments for all parties that he or she works with.This candidate will be responsible for providing an excellent customer service experience and help customers achieve their desired goals.ResponsibilitiesOwn overall relationship with assigned clientsEnsure retention and...

  • Accounts Specialist

    1 week ago


    Clark Freeport and Special Economic Zone, Central Luzon, Philippines RCBC Full time

    Job SummaryThe Account Specialist position offers an excellent opportunity to prepare for a successful career as a Relationship Manager. This role is ideal for developing skills in client engagement and account management and contributing to delivering comprehensive financial solutions.Why become an Account Specialist?Receive mentoring from an experienced...


  • Clark Freeport and Special Economic Zone, Central Luzon, Philippines ConnectWise Full time

    ConnectWise is an industry and Global leading software companywith over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helpsover 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely...

  • Self Pay Specialist

    2 weeks ago


    Clark Freeport and Special Economic Zone, Central Luzon, Philippines Ventra Health Full time

    Ventra is a leading business solutions provider for facility-based physicians practicing anesthesia, emergency medicine, hospital medicine, pathology, and radiology. Focused on Revenue Cycle Management, Ventra partners with private practices, hospitals, health systems, and ambulatory surgery centers to deliver transparent and data-driven solutions that solve...


  • Clark Freeport and Special Economic Zone, Central Luzon, Philippines Aprio Full time

    Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are...

  • Debt Collector

    1 week ago


    Clark Freeport and Special Economic Zone, Central Luzon, Philippines halkin global Full time

    Position Title:Debt Collection SpecialistEmployment Type:Full-timeEmployer:Client of Halkin Business Services (Halkin acting as recruitment partner)Role PurposeThe Debt Collection Specialist is responsible for managing and recovering outstanding accounts in a professional, compliant, and commercially focused manner. The role balances firm recovery outcomes...


  • Clark Freeport and Special Economic Zone, Central Luzon, Philippines Ventra Health Full time

    Ventra is a leading business solutions provider for facility-based physicians practicing anesthesia, emergency medicine, hospital medicine, pathology, and radiology. Focused on Revenue Cycle Management, Ventra partners with private practices, hospitals, health systems, and ambulatory surgery centers to deliver transparent and data-driven solutions that solve...


  • Clark Freeport and Special Economic Zone, Central Luzon, Philippines Travel + Leisure Co. Full time

    We Put the World on VacationTravel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun....

  • Project Manager

    1 week ago


    Clark Freeport and Special Economic Zone, Central Luzon, Philippines OSM GROUP Full time

    SummaryThe role of the project manager is to plan, execute, monitor and drive projects for successful achievements in terms of qualified deliverables (On Quality) within agreed schedule/timeline (On Time) within approved cost / budget (On Cost). This includes acquiring resources and coordinating the efforts of team members and third-party contractors or...


  • Clark Freeport and Special Economic Zone, Central Luzon, Philippines halkin global Full time

    Halkin Business Partnersis partnering with a growing organisation to recruit a skilledCredit Executiveto manage a high-volume ledger, drive timely collections, and keep the AR function running with accuracy and pace.If you're confident on the phone, strong with Excel, and thrive owning your accounts end-to-end, this role is built for you.The RoleYou'll be...