Client Services Executive
4 days ago
Job Overview:
- Hybrid setup either Makati or Cebu
- Early morning shift (3 AM to 12 noon Manila time)
- 3 to 4 years of IT account management in SaaS environment
Key Responsibilities:
1. Client Engagement & Support
- Serve as a key contact for assigned IT/BPO clients, ensuring timely communication and support across service engagements.
- Participate in client meetings and technical discussions to understand project requirements and relay feedback to internal teams.
- Assist in preparing client presentations, reports, and business reviews to highlight performance and identify improvement areas.
- Support client retention and satisfaction by addressing inquiries, resolving issues, and ensuring consistent service quality.
2. Service Coordination & Delivery
- Collaborate with internal teams (Sales, HR/TA, IT Operations, Finance, etc.) to ensure client requirements are clearly documented and met.
- Support client and employee onboarding activities, including coordination of technical implementations and migrations.
- Monitor service delivery metrics and assist in identifying trends or issues that may impact client satisfaction.
- Use CRM tools (HubSpot) and Microsoft Office Suite to track client interactions, manage documentation, and generate reports.
3. Project & Process Support
- Assist in managing small-scale client-facing projects, ensuring timelines and deliverables are met.
- Contribute to process improvement initiatives by identifying inefficiencies and suggesting enhancements.
- Maintain organized records of client communications, project milestones, and service performance.
4. Growth & Learning
- Stay informed about industry trends, client technologies, and service offerings to better support client needs.
- Identify opportunities for upselling or cross-selling in collaboration with senior account managers.
- Participate in training and development programs to build technical and client management skills.
To apply, you must be an expert on the following requirements:
Qualifications:
- Education:
Bachelor's degree in Business, IT, Communications, or a related field. - Experience:
3–4 years in client services, account management, or project coordination, preferably in IT or BPO environments. - Technical Understanding:
Familiarity with IT services, technical terminology, and project workflows. - Communication:
Strong verbal and written communication skills, with the ability to engage technical and non-technical stakeholders. - Tools:
Proficient in CRM platforms (Hubspot) and Microsoft Office (Excel, PowerPoint, Outlook). - Organization:
Excellent time management and attention to detail; able to manage multiple tasks and priorities. - Teamwork:
Collaborative mindset with the ability to work independently and within cross-functional teams. - Client Focus:
Passionate about delivering high-quality service and building client trust.
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