Client Success & Operations Lead

Tavor Perry; Cavite City; On-site; PHP 600,000 - 900,000; Full time

Job summary

Tavor Perry is seeking a Customer/Client Success Manager to be the main point of contact for our existing client base in Cavite City, Philippines. You will nurture relationships, ensure clients derive value from services, and identify opportunities for additional solutions.

You will also handle daily bookkeeping and invoicing in Xero with accuracy and professionalism. Responsibilities include maintaining ongoing client engagement, learning our product suite, assisting with inquiries, and

Qualifications

• Proven experience in a client-facing role such as customer success, account management, client services, or customer support.
• Excellent written and spoken English with a warm, professional, customer-friendly communication style.
• Hands-on experience with Xero, creating invoices and setting up recurring billing included.
• Solid bookkeeping fundamentals — invoicing, reconciliation, and accurate record keeping.
• Strong follow-through: the ability to chase items to completion without being reminded.
• At ease acting as the bridge between clients and a technical team, carrying requests clearly in both directions.
• Highly organized with strong attention to detail.
• Dependable, precise, and able to work under your own direction.

Responsibilities

• Serve as the primary point of contact for existing clients, checking in regularly on active services and projects.
• Build and hold long-term client relationships so clients feel supported and stay engaged with us.
• Learn our full range of products and services in depth so you can turn up where a client would benefit from solutions they aren't yet using.
• Take incoming client inquiries about our digital products in a friendly, helpful way.
• Log and pass technical support questions to our technical team with clear, complete details.
• Follow up with the technical team when a client is waiting on a response, and keep the client posted on progress until the issue is cleared.
• Go over and tidy up existing invoicing records, turning up services that were under-billed or not billed at all.
• Set up and run recurring and repeating invoices in Xero.
• Hold accurate bookkeeping records on an ongoing monthly basis.
• Track client interactions, follow-ups, and outstanding items so nothing falls through the cracks.

Skills

Client-facing

English communication

Xero bookkeeping

Invoicing and billing

Relationship management

Detail oriented

Cross-functional coordination

Tools

Xero

Job description

Tavor Perry is seeking a Customer/Client Success Manager to be the main point of contact for our existing client base in Cavite City, Philippines. You will nurture relationships, ensure clients derive value from services, and identify opportunities for additional solutions.

You will also handle daily bookkeeping and invoicing in Xero with accuracy and professionalism. Responsibilities include maintaining ongoing client engagement, learning our product suite, assisting with inquiries, and