Client Onboarding & Success Specialist (SaaS/Accounting)

Intogreat Solutions; Quezon City; On-site; PHP 300,000 - 600,000; Full time

Job summary

IntoGREAT Solutions in the Philippines is seeking a Client Services Officer to support Australian accounting and advisory firms by guiding onboarding, providing platform support, and ensuring a seamless client experience.

You will conduct virtual onboarding sessions via Microsoft Teams, help clients explore features, build relationships with accounting and advisory firms, and coordinate follow-ups to drive platform adoption.

Qualifications

• Experience in Client Services, Customer Support, Customer Success, Account Coordination, or Client Onboarding.
• Excellent written and verbal English communication skills.
• Strong presentation and relationship-building skills.
• Experience conducting online meetings, training, or onboarding sessions.
• Highly organized with strong attention to detail.
• Experience using Microsoft Office and CRM platforms.

Responsibilities

• Conduct virtual onboarding sessions with new clients via Microsoft Teams.
• Guide clients through platform features and best practices.
• Build strong relationships with accounting and advisory firms.
• Coordinate follow-ups to ensure successful platform adoption.
• Maintain accurate client records and onboarding documentation.
• Work closely with Australian stakeholders and internal support teams.
• Escalate technical or operational concerns when required.
• Contribute to improving client onboarding and support processes.

Skills

Client Services

English Proficiency

Relationship Building

Online Meetings

Organization

Microsoft Office

Education

Degree in Accounting/Finance/Business

Tools

CRM platforms

Job description

IntoGREAT Solutions in the Philippines is seeking a Client Services Officer to support Australian accounting and advisory firms by guiding onboarding, providing platform support, and ensuring a seamless client experience.

You will conduct virtual onboarding sessions via Microsoft Teams, help clients explore features, build relationships with accounting and advisory firms, and coordinate follow-ups to drive platform adoption.