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Sales & Client Success Executive

Location

Philippines

Posted

4 days ago

Salary

$750 / month

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Sales & Client Success Executive

RecruitGo

• Making recommendations to clients on the right services we can provide for them. • Building relationships with clients and ensuring that they are satisfied with our services. • Helping clients see the value of our services and ensure that they are able to benefit from these services to its fullest potential. • Attend and manage client service requests and enquiries on our services and work with the relevant teams to follow through on cases. • Provide support to client via call, text and email. • Assist in preparing content for newsletters and email blasts to list of contacts. • Provide regular client success review meetings with client and drive through any service improvements. • Provide clients with updates related to product changes (i.e. new versions or features) ensuring clients are updated on service engaged. • Maintain strong working relationships with clients and acting as their advocate within the company to ensure best in class service whilst maintaining the appropriate company policies and processes. • Recording client feedback and suggestions and ensuring they are escalated to the respective teams and ensuring these are attended to. • Handle sales presentations in person and online. • Follow-up on sales lead and maintaining CRM database. • Preparing and sending quotes, proposals and engagement contracts. • Conduct product knowledge briefings for other teams. • Represent the organisation in partner and client facing events, online and offline as required. • Maintain Xero certification status throughout employment and participate in all in-house and external trainings. • Provide Xero and/or admin support/training to clients as and when needed. • Assist the management support team and any other tasks that may be allocated by supervisor/direct reporting officer from time to time.

Job Requirements

  • At least 2 years of meaningful experience in client success, account management, strategic consulting, or a similar role within a related industry.
  • Bachelor's degree in Business Administration, Marketing, or a related field.
  • Strong verbal and written communication skills, with excellent project management and organizational abilities.
  • Experience with accounting and bookkeeping technology is preferred.
  • Solid understanding of accounting principles and concepts.

Benefits

  • Diverse Challenges: Each day offers fresh opportunities and unique challenges that keep your work engaging and rewarding.
  • Team Collaboration: Join forces with a supportive team, where your insights and contributions are valued.
  • Inclusivity: Be part of an inclusive and diverse workplace that values your contributions.

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