On-Site Client Success Manager – Finance

Splace BPO; Davao City; On-site; PHP 420,000 - 660,000; Full time

Job summary

Splace BPO is seeking detail-oriented Client Success Managers for an Australian client in the finance sector. You will manage emails, calls, and CRM records while delivering exceptional customer service.

The role emphasizes accurate data entry, administrative support, and cross-department collaboration to optimize processes. Ideal candidates have 2+ years in B2C CSR for financial campaigns and 1+ year in B2B CSR, with fluent English and strong problem-solving abilities.

Qualifications

• 2+ years as B2C CSR in finance campaigns or similar.
• At least 1 year as B2B CSR is preferred.
• Strong written and verbal English proficiency.
• Exceptional attention to detail in data entry and records.
• Ability to work independently and in a team.
• Proven data entry, admin tasks, and email management experience.

Responsibilities

• Manage high-level emails and respond promptly.
• Handle inbound & outbound calls with professionalism.
• Perform data entry with high accuracy and efficiency.
• Maintain and update CRM, spreadsheets, and records.
• Handle administrative tasks such as filing and triaging emails.
• Provide customer support and respond to enquiries.
• Collaborate with other departments to ensure smooth operations.
• Apply critical thinking to assess client situations and improve processes.

Skills

Detail-oriented

Organized

English communication

Problem-solving

Time management

Independent & collaborative

Customer service

Attention to accuracy

Tools

MS Office Suite

Job description

Splace BPO is seeking detail-oriented Client Success Managers for an Australian client in the finance sector. You will manage emails, calls, and CRM records while delivering exceptional customer service.

The role emphasizes accurate data entry, administrative support, and cross-department collaboration to optimize processes. Ideal candidates have 2+ years in B2C CSR for financial campaigns and 1+ year in B2B CSR, with fluent English and strong problem-solving abilities.