Client Success Manager

Vector Link Infotech Solutions is looking for a Client Success Manager

Come join our team

Vector Link Infotech Solutions provides tech-enabled Property Management services to deliver simple and satisfying experiences for residents and investors.

Vector Link Infotech Solutions offers a Comprehensive Total Rewards Package of Benefits containing:

• Competitive Salary Package
• Night Shift Differential Pay for approved hours worked between 10:00pm and 6:00am
• Private Health Insurance with Dependent Benefits
• Paid Time Off
• Holidays
• 13th Month pay
• Paid Leaves after regularization

Salary: ₱48,000

Pay Frequency: Semimonthly

Position Hours: 40 Hours/Week

Work Location: Davao City – Work From Home

The Client Success Manager is a vital support to our Operations Managers and Client Advisors, ensuring a smooth and efficient experience for clients from first engagement through the onboarding experience while enhancing and extending our reputation for responsive client communications.

Essential Duties and Responsibilities

Lead Management and Sales Support:

• Process inbound lead flow (calls/submissions) and maintain accurate records in HubSpot
• Qualify leads according to established criteria and route to appropriate team members
• Schedule appointments/meetings between leads and Client Advisors
• Conduct follow-up communications with leads and deals according to established timelines
• Maintain nurture cycles for prospects at various stages of the sales funnel
• Generate and deliver precise rental property price estimates using our rental estimating software
• Assist Client Advisors with tracking sales activity and progress by maintaining accurate records in our CRM system
• Prepare client and property information for Client Advisor meetings

Outbound Lead Generation:

• Conduct outbound calls and email campaigns to prospective clients (both investors and agents)
• Follow up with real estate agent referral partners according to established schedules
• Track and report on outbound lead generation activities and results
• Identify opportunities to improve lead conversion rates

Client Onboarding Support:

• Assist Operations Managers with the client onboarding process, ensuring efficient collection and processing of required documentation
• Track the progress of new client onboarding, ensuring timely completion of all necessary steps
• Obtain, review, and manage client intake forms, legal documentation and agreements, and supporting documents
• Ensure proper completion of client tax forms, coordinating with the accounting department as needed
• Keep all onboarding stakeholders informed and up to date, including the client, Client Advisor, Onboarding Team, and Operations team
• Assist Client Advisors with onboarding when bottlenecks arise

Data Management and Quality Assurance:

• Ensure data perfection in HubSpot and other systems
• Maintain accurate client and property records for quote automation
• Perform regular audits of CRM data to ensure completeness and accuracy
• Identify and resolve data inconsistencies or gaps

Client Communication:

• Respond to client inquiries and requests in a timely and professional manner
• Build rapport with clients and foster strong relationships
• Proactively identify and address client needs
• Coordinate property evaluations with the Property Manager

What You Will Need to be Successful

• High School education or equivalent. College preferred
• Two to three years of customer service/call center experience.
• Excellent verbal and written English communication skills and strong organizational skills
• A customer-focused approach
• A professional and helpful demeanor is essential

Job Type: Full-time

Pay: Php48,000.00 per month

Benefits:

• Health insurance
• Life insurance
• Work from home

Application Question(s):

• Do you have a High School education or equivalent?
• Do you have a college degree?
• Do you have excellent verbal and written English communication skills?

Work Location: Remote