On-site Client Success Specialist

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

Our client is an Australian company seeking detail-oriented and organized individuals to join their team as Client Success Managers in the finance sector. This role is ideal for someone who thrives in a fast-paced, collaborative environment and enjoys problem-solving while delivering exceptional customer service.

Job Responsibilities:

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

Qualifications:

• 2+ years of experience as B2C CSR for any financial campaigns.
• At least 1 year of experience as B2B CSR.
• B2 to A1 English Proficiency, both verbal and written.
• Exceptional attention to detail and accuracy in work.
• Strong critical thinking & problem-solving skills.
• Strong proficiency in MS Office Suite (Word, Excel, PowerPoint, and Outlook).
• Excellent organizational and time-management skills.
• Strong communication skills (written & verbal) – Fluency in English is a must.
• Ability to work independently and collaboratively in a team environment.
• Proven experience in data entry, administrative tasks, and email management.
• Previous experience in a similar role is preferred.