Client Success Managers

SPLACE; Davao City; On-site; PHP 482,000 - 551,000; Full time

Job summary

SPLACE in the Philippines is seeking an onboarding specialist to guide clients through setup, integration, and best practices on our SaaS platform. You will be the primary contact during onboarding, ensuring a smooth transition and high adoption.

The role emphasizes clear communication, documentation, and collaboration with product and support teams. If you thrive in a fast-paced environment and can manage multiple onboarding projects, this position offers growth through hands-on experience with

Qualifications

• Minimum 2+ years in client onboarding or SaaS.
• Strong understanding of SaaS business models.
• Native or near-native English fluency.
• Detail-oriented with excellent documentation.
• Able to manage multiple onboardings and priorities.
• Proactive with initiative to improve processes.
• Strong communication and professionalism.
• Able to explain SaaS functionalities non-technically.

Responsibilities

• Oversee client onboarding from start to finish.
• Serve as main onboarding contact guiding setup and adoption.
• Communicate integrations and platform capabilities to clients.
• Understand and leverage AI prompts for client communications.
• Manage multiple onboarding projects concurrently.
• Collaborate with internal teams to capture client feedback.
• Provide ongoing client support and troubleshooting.
• Create onboarding docs, checklists, and process improvements.
• Stay informed about platform updates and industry trends.

Skills

Client onboarding

Customer success

Project management

SaaS

English fluency

Documentation

Multitasking

Communication

Self-starter

Tech-Savvy

Tools

HubSpot

Salesforce

Monday.com

Asana

Zapier

API integrations

Job description

Offer:

Php 350-400 per hour

Workload:

40 hrs per week

Work Set-up:

Open toRemote, Hybrid or Office-based applicants

Key Responsibilities:

• Oversee and execute the client onboarding process, ensuring a seamless transition into our platform.
• Act as the primary point of contact during onboarding, guiding clients through setup, best practices, and platform adoption.
• Maintain a strong understanding of integrations and third-party platforms relevant to our software to communicate effectively with clients (without requiring technical expertise).
• Understand how to use popular LLMs (ChatGPT, Gemini, etc.) and write AI prompts for client communication and problem-solving.
• Manage multiple onboardings at the same time, keeping track of progress, documentation, and client needs.
• Collaborate with internal teams to ensure client feedback and requirements are properly communicated.
• Provide ongoing client support, address questions, and troubleshoot non-technical issues as needed.
• Create and maintain onboarding documentation, checklists, and process improvements to enhance the overall client experience.
• Stay informed about platform updates and industry trends to better assist clients.

Required Skills & Qualifications:

• Experience: 2+ years in client onboarding, customer success, or project management within a SaaS company.
• Industry Knowledge: Strong understanding of SaaS business models and familiarity with integrations between different platforms.
• Language Proficiency: Native or near-native English fluency (both written and verbal).
• Detail-oriented: Exceptional ability to track tasks, manage documentation, and oversee client progress.
• Multitasking & Organization: Ability to handle multiple client onboardings and support needs simultaneously.
• Self-starter: Works independently with minimal supervision and takes initiative to improve processes.
• Communication & Professionalism: Strong interpersonal skills, with the ability to build relationships and instill confidence in clients.
• Tech-Savvy (Non-Technical): Comfortable discussing integrations and explaining SaaS platform functionalities in a way that is easy for clients to understand.

Preferred Qualifications:

• Experience working in a fast-paced SaaS environment with multiple client implementations.
• Familiarity with CRM, project management, and onboarding tools such as HubSpot, Salesforce, Monday.com, or Asana.
• Exposure to common SaaS integrations (e.g., Zapier, API-based connections, marketing automation tools).
• Plus: Experience in the legal/law firm space is a huge plus