Customer Success & Relationship Officer

The Golden Legacy Financing Corporation; Metro Manila; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Better financial access for employees

Stronger client partnerships

Mission-driven program

Job summary

A financial services company seeks a Customer Success & Relationship Officer in Metro Manila. This role focuses on building partnerships and driving financial inclusion through a salary loan program with partner companies. You'll engage employees, manage training sessions, and ensure a positive loan experience from application to usage. The ideal candidate is a strong communicator with a proactive approach to relationship-building and experience in HR or customer success. Full-time position, entry-level, offering a mission-driven environment.

Qualifications

• Experience in field engagement, HR coordination, training facilitation, financial services, or customer success is a strong advantage.

Responsibilities

• Drive loan penetration and awareness across partner companies.
• Build strong operational relationships with HR, payroll teams, and employee supervisors.
• Lead high-impact employee events and orientations.
• Coordinate payroll processing requirements and resolve issues.
• Recruit, train, and manage Loan Ambassadors.
• Gather insights from employees and HR partners.

Skills

Strong communication

Relationship-building

Issue resolution

Data tracking and reporting

Marketing initiatives

Job description

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

• 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

• 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?

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

Seniority Level

• Entry level

Employment Type

• Full-time

Job Function

• Finance and Sales