Client Success Officer

The Golden Legacy Financing Corporation; Quezon City; Hybrid; PHP 334,800 - 502,200; Full time

Benefits offered by this job

Performance Bonus

Employee Recognition and Rewards

Government Mandated Benefits

Insurance Health & Wellness

Job summary

A dynamic financial services company in Quezon City is seeking a Customer Success and Relationship Officer to enhance financial access and engagement. In this role, you will drive loan adoption through relationship-building and active participation in employee events. The ideal candidate is a strong communicator with HR experience and a passion for improving lives through responsible lending. Join us in this high-impact position to foster partnerships and customer satisfaction.

Qualifications

• Experience in HR coordination, training facilitation, or financial services is a plus.
• Confident in conducting orientations and training sessions.
• Ability to track and report data effectively.

Responsibilities

• Drive loan penetration and awareness through various channels.
• Build operational relationships with HR and payroll teams.
• Facilitate employee events and orientations.
• Manage Loan Ambassadors to broaden engagement.
• Gather insights to enhance the loan experience.

Skills

Strong communication skills

Relationship-building

Organizational skills

Proactive engagement

Education

Bachelor's degree

Job description

Hybrid - Quezon City 1-3 Yrs Exp Bachelor Full-time

Job Description

Employee Recognition and Rewards

Performance Bonus

Government Mandated Benefits

Insurance Health & Wellness

We’re 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 experience—from awareness to application and continuous usage.

What You’ll 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 We’re Looking For

We’re 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
• A mission‑driven program that improves lives through responsible lending

If you’re passionate about engagement, advocacy, and customer success, we’d love to meet you!

Working Location

Unit G‑C, The Golden Legacy Financing Corporation, Unit G‑C Murphy Center, 205 Col. Bonny Serrano Ave, Cubao, Quezon City, 1109 Metro Manila, Philippines

Floyd Camposano

HR Manager The Golden Legacy Financing Corporation