Remote B2B Customer Success Specialist

DropXcell; Abra; Hybrid; PHP 300,000 - 600,000; Full time

Job summary

Finanshels.com in the Philippines is seeking an experienced Customer Support Executive to manage queries and deliver a smooth customer experience for a growing B2B client base.

You will coordinate with Accounting, Tax, Finance, and Operations teams, own issues from start to resolution, and maintain accurate records in our CRM. Strong English, proactive, organized, and fintech/ SaaS experience are a plus; remote work with growth opportunities in Customer Success.

Qualifications

• 3+ years in Customer Support or related roles.
• Excellent written and verbal English.
• Experience handling B2B customers is preferred.
• Strong problem-solving, ownership and follow-up.
• Ability to manage multiple requests independently.
• Experience in FinTech, SaaS, Accounting, Financial Services, or Professional Services is an advantage.

Responsibilities

• Manage customer queries through email, chat, and calls.
• Provide timely, accurate solutions resolving issues.
• Coordinate with Accounting, Tax, Finance, and Operations teams to resolve issues.
• Own customer requests from initial query through resolution.
• Proactively follow up on pending issues and ensure timely closure.
• Keep customers informed about progress and manage expectations effectively.
• Maintain accurate customer records, interactions, and issues in the CRM/helpdesk.
• Identify recurring customer issues and share feedback with internal teams.
• Maintain strong customer relationships and contribute to overall customer satisfaction.
• Meet defined response time, resolution time, and customer satisfaction targets.

Skills

Customer support

English communication

B2B experience

CRM tools

Problem solving

Tools

CRM software

Job description

Finanshels.com in the Philippines is seeking an experienced Customer Support Executive to manage queries and deliver a smooth customer experience for a growing B2B client base.

You will coordinate with Accounting, Tax, Finance, and Operations teams, own issues from start to resolution, and maintain accurate records in our CRM. Strong English, proactive, organized, and fintech/ SaaS experience are a plus; remote work with growth opportunities in Customer Success.