• Map business processes to Dynamics 365 CRM capabilities. • Configure CRM modules (Sales, Customer Service, Marketing). • Customize CRM using JavaScript, HTML, and Plugins. • Design and implement Workflows, Custom Actions, and Business Rules. • Develop and deploy PCF (PowerApps Component Framework) controls. • Work with Virtual Tables to integrate external data sources. • Build and maintain Canvas Apps for tailored user experiences. • Integrate CRM with other systems using Web APIs and Azure services. • Optimize the use of out-of-the-box features and identify areas for custom development. • Document technical specifications, configurations, and user guides.

Role Description We are looking for a Customer Success - Renewals person who is excited about the below Mission and Outcome. - Mission: The main mission is to help Sleek achieve its revenue target by renewing all services in our existing clientele. - Outcomes: - Achieve renewal rate targets on a monthly basis, along with CSAT targets. - Conduct detailed investigations into the customer’s end-to-end interactions with Sleek, working cross-functionally with relevant departments to drive resolution. - Ensure a high level of customer satisfaction that supports trust, retention, and a seamless renewal. - Achieve cash collection targets on a monthly basis through renewal, upsell, and upgrades. - Have a good understanding of own pipeline, track it in a data-driven manner, prioritise ticket resolution to drive monthly targets. - Collaborate with cross-functional teams (accounting, corpsec, product, data) to improve renewal processes and share best practices with the team. Qualifications - Minimum of 8 years experience as Sales, Accounting or Customer Success Manager. - Located in the Philippines. Requirements - Sales Driven & Ownership: Reliability and accountability are important. - Humility: Open-mindedness to feedback and willingness to learn from others. - Structured Thinking & Target Focused: Ability to show sound judgement in complex business scenarios. - Data driven: Use sound data to support strategies and review success of initiatives. - Can have tough conversations in a positive way: Build empathy, trust, and great working relationships. - Excellent listener and clear communicator: Ability to effectively communicate with diverse nationalities. - Customer-centric: Act with the best interest of the customer in mind. - Problem Solving: Identify, diagnose, and resolve production issues quickly. - Collaboration-Driven: Thrive in a cross-functional team environment. - Autonomous/ Entrepreneurial: Proactively seek out and own solutions. Benefits - Humility and kindness: A culture of not taking ourselves too seriously and being able to laugh. - Flexibility: Work from home and the option to work fully remote from anywhere in the world for 1 month each year. - Financial benefits: Competitive market salaries, generous paid time off, and eligibility for employee share ownership plan. - Personal growth: Responsibility and autonomy with opportunities for training and development. - Commitment to social responsibility: Sleek is a proudly certified B Corp. Company Description Sleek makes the back-office easy for micro SMEs through proprietary software and AI, focusing on customer delight. We operate in three business segments: - Corporate Secretary: Automating company incorporation, secretarial, filing, Nominee Director, mailroom, and immigration processes. - Accounting & Bookkeeping: Redefining Accounting, Bookkeeping, Tax, and Payroll with our proprietary SleekBooks ledger and AI tools. - FinTech payments: Offering digital banking services to new businesses. Founded in 2017, Sleek has around 15,000 customers across Singapore, Hong Kong, Australia, and the UK, with approximately 500 staff. We have been recognized as one of the fastest growing companies in Asia.

• Conduct fact-driven research into corporate structures and projects to ensure CRM data reflects reality • Respond to 'Market Research Request' app inquiries about the global user base • Proactively collaborate with internal users to clarify request details, maintaining a high standard of service within a 24-hour SLA • Create and update records within the C4C CRM software to maintain high data quality standards • Interface with research partners (e.g., Industrial Info Resources - IIR) to clarify or correct information regarding global projects

Role Description The Client Success Manager serves as a trusted advisor to our clients, helping align technology services with business goals while driving client satisfaction, retention, and long-term success. This role ensures clients feel consistently supported, informed, and confident in our partnership through proactive communication, strategic and actionable Customer Business Reviews, and effective collaboration between clients and internal teams. The Client Success Manager plays a key role in maintaining high levels of client satisfaction, retention, and engagement by ensuring issues are escalated and resolved efficiently with strong follow-through. Duties and Responsibilities - Lead regular client meetings, including Customer Business Reviews (CBRs), operational reviews, and strategic planning discussions. - Serve as the primary relationship manager for assigned client accounts, ensuring high levels of client satisfaction and engagement. - Act as a liaison between clients and internal teams including Helpdesk, Engineering, Security, Projects, and Leadership. - Monitor client health, service trends, ticket activity, and engagement metrics to proactively identify risks and opportunities. - Coordinate and manage client onboarding activities to ensure a smooth transition into managed services. - Help clients understand service offerings, security recommendations, project roadmaps, and technology best practices. - Drive accountability internally by following up on open issues, escalations, projects, and client concerns. - Identify opportunities for process improvement and enhanced service delivery. - Maintain accurate documentation of client meetings, action items, and strategic initiatives within CRM and ticketing systems. - Support account growth by identifying additional client needs and collaborating with the sales and leadership teams. - Stay informed on evolving technology, cybersecurity trends, and MSP best practices. Qualifications - 3+ years of experience in Client Success, Account Management, Customer Experience, or MSP account management. - Strong communication and presentation skills with the ability to lead executive-level client conversations. - Experience conducting Customer Business Reviews (CBRs) or customer strategy meetings. - Ability to build trust and maintain strong long-term client relationships. - Strong organizational and project coordination skills with the ability to manage multiple priorities simultaneously. - Comfortable working in a fast-paced technology services environment. - Analytical mindset with the ability to review service metrics and identify trends. - Professional, proactive, and solutions-oriented approach. - Experience with CRM, PSA, ticketing, and Microsoft Office platforms preferred. - MSP or IT services industry experience strongly preferred. Preferred - Familiarity with cybersecurity concepts, managed IT services, cloud technologies, and Microsoft 365 environments. - Experience working with technical teams and translating technical concepts into business-friendly language. - Understanding of service delivery, escalations, and client lifecycle management. Compensation & Benefits - Salary: $1,800-2,500 per month (Philippines), $1,200-2,000 per month (Indonesia) - 2 Weeks of vacation - Additional benefits for Indonesia include medical, dental, paid vacation, and retirement plan Working Conditions - Location: Remote - Schedule: Full-time, with potential after-hours or on-call responsibilities based on security incidents - Work Environment: Fast-paced MSP environment supporting multiple client infrastructures