Client Success & Engagement Champion

The Golden Legacy Financing Corporation

Philippines

On-site

PHP 360,000 - 480,000

Full time

14 days+
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Job summary

The Golden Legacy Financing Corporation is seeking a Customer Success & Relationship Officer in Metro Manila to expand our salary loan program with partner companies. You will engage employees on-site and digitally to drive adoption, ensuring a seamless loan experience from awareness to usage.

You will build strong ties with HR and payroll teams, lead employee orientations, and recruit and train Loan Ambassadors. This is a field-driven role aimed at improving access to responsible lending.

Qualifications

  • Excellent communication with employees and HR.
  • Confident in facilitating orientations and training.
  • Strong relationship-building and issue resolution.
  • Energetic, proactive, and consistent in engagement.
  • Organized with data tracking and reporting ability.
  • Experience in field engagement or financial services is a plus.

Responsibilities

  • Drive loan penetration and awareness across partner companies through on-site visits, orientations, and digital activations.
  • Build strong operational relationships with HR, payroll teams, and employee supervisors.
  • Lead high-impact employee events, orientations, and info sessions to boost visibility and loan adoption.
  • Coordinate payroll processing requirements and resolve operational issues to keep the loan journey frictionless.
  • Recruit, train, and manage Loan Ambassadors to expand reach and engagement.
  • Gather insights from employees and HR partners to improve the loan experience and increase retention.

Skills

Strong communication
Relationship-building
On-site engagement
Training facilitation
Data tracking/reporting

Job description

Were Hiring! Customer Success & Relationship Officer

Empower employees. Strengthen partnerships. Drive financial inclusion.

Are you a people-oriented professional who thrives in engagement, relationship-building, and on-ground activation? Join us and become the go-to champion for our salary loan program across our partner companies.

As a Customer Success and Relationship Officer, you will play a vital role in expanding loan adoption, strengthening client partnerships, and ensuring employees enjoy a clear, seamless, and positive loan experiencefrom awareness to application and continuous usage.

What Youll Do

As the frontliner of employee engagement, you will:

  • Drive loan penetration and awareness across partner companies through on-site visits, orientations, and digital activations.
  • Build strong operational relationships with HR, payroll teams, and employee supervisors.
  • Lead high-impact employee events, orientations, and info sessions to boost visibility and loan adoption.
  • Coordinate payroll processing requirements and resolve operational issues to keep the loan journey frictionless.
  • Recruit, train, and manage Loan Ambassadors to expand reach and engagement.
  • Gather insights from employees and HR partners to improve the loan experience and increase retention.

What Were Looking For

Were seeking someone who is:

  • A strong communicator who enjoys interacting with employees and HR teams
  • Confident in facilitating orientations and training sessions
  • Skilled in relationship-building and issue resolution
  • Energetic, proactive, and consistent in on-site and digital engagement
  • Organized with strong data tracking and reporting ability
  • Creative in deploying marketing and engagement initiatives
  • Experience in field engagement, HR coordination, training facilitation, financial services, or customer success is a strong advantage.

Your Success Will Be Measured By

  • Employee penetration and borrower conversion rates
  • Frequency and quality of engagement activities
  • Accuracy of reports, coverage data, and feedback
  • HR satisfaction scores and ambassador program effectiveness
  • Employee experience and support responsiveness

Why Join Us?

This is a high-impact role where you can directly contribute to:

  • Better financial access for employees
  • Stronger client partnerships
  • A mission-driven program that improves lives through responsible lending

If youre passionate about engagement, advocacy, and customer success, wed love to meet you!

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