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Client Success Partner

What’s a Client Success Partner anyway?
Picture yourself as the go-to person who makes sure everything runs smoothly between clients, staff, and operations. You’re the one who helps people get started, supports them while they’re here, and guides them through when it’s time to move on. Basically—you keep the engine running and make sure no one falls through the cracks.

If you like solving problems, keeping things organized, and being the steady hand when things get a little tricky, this role might be perfect for you.

Here’s what you’ll be doing:

Onboarding:

  • Help new staff settle in smoothly—contracts, expectations, and first-day prep.
  • Make sure logins, tools, and welcome info are ready to go.
  • Run onboarding sessions to introduce house rules and client guidelines.
  • Keep background check requirements in check.

Offboarding:

  • Handle exits with care—proper notice, smooth transition, no loose ends.
  • Support staff through the process and pass on reprofiling recommendations.
  • Wrap things up with a complete checklist so nothing gets missed.

Day-to-day Operations:

  • Be the go-to person for staff questions and concerns.
  • Work with tech teams to keep attendance and reports updated.
  • Check in with clients and staff to make sure expectations are clear.
  • Review and approve hours worked, making sure productivity stays on track.
  • Team up with the Client Success Manager to improve staff experience.
  • Keep trackers and HubSpot tickets up-to-date and accurate.

Special Tasks:

  • Help prepare reports for clients.
  • Jump into ad-hoc projects or client requests when needed.

What We’re Looking For:

  • A natural problem-solver who can think on their feet.
  • Great at juggling multiple tasks without breaking a sweat.
  • Confident in having tough conversations when needed.
  • A team player who can adapt quickly in a fast-paced environment.
  • Open to feedback and always looking to improve.

Qualifications:

  • 2+ years of experience in client relations, customer success, or a related role.
  • Strong English communication skills (written and spoken).
  • Remote/BPO experience is a plus.
  • Highly organized, detail-oriented, and adaptable.
  • Comfortable working independently in a remote setup.

Work Setup:

  • Schedule: 6:00 AM – 3:00 PM MNL Time
  • Start Date: ASAP
  • Work Arrangement: 100% Remote (Independent Contractor)

👉 In short: If you’re someone who can keep things smooth, organized, and people-focused, we want you on our team!

Client Success Partner

Job Category

Human Resources and Recruitment

Job Type

Full Time (35 hours or more per week)

Work Schedule and Timezone

6:00 AM - 3:00 PM Manila Time

Published on

Apr 08 2025