San Francisco Bay Area-based accounting & finance outsource service company.
Senior Customer Success Manager
Location
Philippines
Posted
8 days ago
Salary
0
Seniority
Lead
No structured requirement data.
Job Description
Senior Customer Success Manager
Global Finance Teams
Role Description - Serve as one of the primary points of contact for assigned clients - Conduct regular client check-ins to gather feedback and assess engagement health - Monitor client satisfaction and identify areas for improvement proactively - Coordinate with recruitment, operations, and leadership teams regarding client concerns or staffing updates - Track employee performance feedback and escalate concerns when needed - Help ensure timely resolution of operational or service-related issues - Maintain client records, meeting notes, and engagement updates in internal trackers or CRM systems - Prepare simple reports on client feedback, retention risks, and engagement status - Support onboarding coordination for new clients and newly hired team members - Assist leadership in improving internal processes and customer experience initiatives - Follow up on pending action items and ensure commitments to clients are completed on time - Monitor overall engagement health including communication responsiveness, staffing stability, and client sentiment Qualifications - Experience in customer service, account management, operations, or client success - Strong communication and relationship-building skills - Organized and detail-oriented with good follow-through - Comfortable handling client-facing conversations professionally - Familiarity with Google Workspace, Microsoft Office, or CRM tools - Experience in outsourcing, staffing, or BPO environment is a plus Requirements - Experience handling US-based clients - Familiarity with project coordination or operations support - Ability to prepare simple reports and presentations - Experience gathering customer satisfaction feedback or conducting surveys
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