A dynamic customer service company in Davao del Sur seeks a leader for their CRM team. You will manage CRM builds and workflows, conduct client onboarding sessions, and oversee a Customer Success team. Responsibilities include ensuring client satisfaction, troubleshooting technical issues, and improving internal processes. Ideal candidates should have experience in CRM management and team leadership. This position is critical for driving client success and team performance.
Qualifications
Experience in managing CRM systems and workflows.
Proven track record in team leadership and client success.
Strong communication skills and a solution-oriented mindset.
Responsibilities
Manage CRM builds, workflows, and automations.
Conduct fast onboarding sessions for clients.
Lead a Customer Success team and ensure client satisfaction.
Skills
CRM management
Team leadership
Client onboarding
Data analysis
Process improvement
Job description
Job Description
This is a leadership position.
You will:
Manage CRM builds, workflows, and automations
Run fast 1–2 hour client onboarding sessions
Train clients and ensure adoption
Lead a Customer Success team (3–15 people)
Oversee account health, retention, and client satisfaction
Work directly with the CEO and U.S. leadership
You will be the face of success for our CRM clients and the leader of our Davao CRM/CSM team.
Key Responsibilities
CRM / Technical Work
Build and optimize pipelines, automations, and triggers
Maintain clean data, dashboards, and routing logic
Troubleshoot CRM issues and elevate technical needs
Customer Success
Deliver fast onboarding (1–2 hours max)
Create SOPs, help guides, and success playbooks
Ensure clients are activated same day
Monitor usage, adoption, and customer health
Handle escalations and manage communication
Team Management
Assign tasks and monitor KPIs
Improve processes and workflows
Manage hiring and training inside the Davao office