Financial Customer Service Representative

Telework PH; San Rafael; Presencial; PHP 234.000 - 257.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Base salary 21K + 2K allowance (non‑ne

Performance-based bonus

Government mandated benefits

OT & Holiday Pay

13th Month Pay & Night Differential

Paid Leaves (VL and SL)

Life Accident Protection Plan (Sunlife

HMO on regularization

Annual Salary Increase

Descripción de la vacante

Telework PH is hiring for a full-time support role based in the Philippines. You will handle emails, chats, and calls, focusing on billing support, invoicing, and contracts while ensuring a positive customer experience.

This position requires at least 3 years of financial customer service experience, strong analytical skills, and familiarity with Salesforce CRM. The role offers a competitive package with performance-based incentives and statutory benefits.

Formación

• 3+ years of financial customer service experience (calls).
• Strong problem solving and analytical skills.
• Experience with Salesforce CRM is highly desirable.
• Ability to adapt to changes in processes, systems or regulations.

Responsabilidades

• Handle all incoming support communication: Email, chat and phone calls.
• Provide billing support to new and returning customers (quotes, invoices, contracts, payment processing).
• Organize product feedback and feature requests as we continue to improve our platform.
• Make notes of outdated support materials to improve self-service.
• Ensure a seamless and satisfying experience for customers.
• Meet and exceed daily performance metrics related to key performance indicators.

Conocimientos

Customer service

Problem solving

Analytical skills

Salesforce CRM

Herramientas

Salesforce CRM

Descripción del empleo

Type of Employment

Full time (40 hours per week)

Perks of working at Telework PH

• Basic salary of 21K + 2K allowance (non-negotiable)
• Bonus and Incentives depending on Performance*
• Government mandated benefits
• OT Pay, Holiday Pay, 13th Month Pay, Night Differential Pay
• Paid Leaves (VL and SL) every month which are convertible to cash, after 1 year of service if unused*
• Life Accident Protection Plan under Sunlife with Tendopay, after 3 months of tenure*
• HMO upon regularization*
• Annual Salary Increase*

Responsibilities

1. 1. Handle all incoming support communication: Email, chat and phone calls
2. 2. Provide billing support to new and returning customers (quotes, invoices, contracts, payment processing).
3. 3. Organize product feedback and feature requests as we continue to improve our platform.
4. 4. Make notes of outdated support materials (i.e. knowledge base articles, guides, videos) to improve self-service.
5. 5. Ensure a seamless and satisfying experience for customers.
6. 6. Meet and exceed daily performance metrics related to key performance indicators.

Requirements

1. 1. With 3 YEARS FINANCIAL customer service experience (calls)
2. 3. Strong problem solving and analytical skills
3. 5. Financial hardship experience
4. 6. Experience following internal policies and procedures
5. 7. Ability to handle changes in processes, systems, or regulations
6. 8. Experience in: Salesforce CRM (highly desirable)

2. If qualified or shortlisted, you will receive an assessment link from the recruitment team