Hybrid Account Success Partner (Fintech)

Point

Manila

Hybrid

PHP 446,000 - 781,000

Full time

14 days+
Application generator

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Benefits offered by this job

Health insurance for you and dependen
Hybrid work options
Mac equipment & monitor provided
Home office reimbursement
Educational reimbursement

Job summary

Point is a hybrid homeownership fintech based in the Philippines, seeking a customer success professional to join our Sales & Customer Experience team. You’ll support homeowners across phone, email and chat, guiding them through the application journey with empathy and expertise.

This role emphasizes high-touch consultative engagement, underwriting support, and proactive outreach to improve conversions.

Qualifications

  • 2+ years of experience in customer success, account management, or consultative sales.
  • Demonstrated proficiency in consultative communication with a track record of driving conversion.
  • Experience managing high-touch client relationships across phone, email, and chat.

Responsibilities

  • Strategic Point of Contact: act as the primary engagement point for homeowners from inquiry through application.
  • Consultative Education: articulate Point’s value, educate homeowners on product benefits and pricing.
  • End-to-End Relationship Stewardship: manage the full lifecycle of homeowner interactions, including inquiries and underwriting requests.
  • Conversion-Focused Lead Management: qualify and nurture leads, ensuring smooth handoffs to Account Managers.
  • Operational Excellence: maintain accessibility and responsiveness across channels (phone, email, chat).
  • Strategic Growth Contribution: participate in pilots and cross-functional initiatives to optimize workflows and retention.

Skills

Consultative sales
Customer success
Account management
Cross-channel communication

Tools

Salesforce
G Suite
Slack

Job description

Point is a hybrid homeownership fintech based in the Philippines, seeking a customer success professional to join our Sales & Customer Experience team. You’ll support homeowners across phone, email and chat, guiding them through the application journey with empathy and expertise.

This role emphasizes high-touch consultative engagement, underwriting support, and proactive outreach to improve conversions.

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