Remote Client Success Manager — Onboarding & Retention

JS Morlu; Manila; Remote; PHP 844,000 - 1,266,000; Full time

Benefits offered by this job

Quarterly bonus

Job summary

JS Morlu is seeking a proactive Client Success Manager to oversee client relationships, onboarding, and retention across four software brands. You will coordinate with accounting, tax, audit, and advisory professionals while leveraging HubSpot, Zendesk, Apollo, Brevo, Slack, and RingCentral to ensure smooth workflows.

The role is remote with meaningful overlap with U.S. Eastern Time. A quarterly bonus is available based on customer satisfaction, onboarding, and retention targets.

Qualifications

• At least three years of experience in customer success, customer support, client management, or service operations.
• Excellent written and spoken English.
• Confident communicating with U.S. clients and handling difficult conversations.
• Hands-on experience with HubSpot and Zendesk.
• Experience working with automated customer journeys and integrated systems.
• Strong organizational skills and ability to manage relationships across several brands.
• Ability to learn software products and explain them in simple language.
• Reliable internet, suitable computer, and professional remote working environment.
• Availability for the agreed schedule with meaningful overlap with U.S. Eastern Time.

Responsibilities

• Serve as the central contact for client communication and coordination.
• Coordinate onboarding and explain administrative requirements and next steps.
• Track outstanding documents, information requests, and client responses.
• Arrange meetings with accounting, tax, audit, or advisory professionals.
• Obtain progress updates and monitor delivery dates.
• Keep clients informed of outstanding requirements and timelines.
• Escalate delays, complaints, and unanswered questions promptly.
• Maintain accurate client records and follow-up tasks in HubSpot.
• Coordinate engagement renewals and invoice reminders with responsible teams.
• Refer questions to qualified staff and track resolution.

Skills

Customer success

Communication

Project coordination

Remote collaboration

Education

Experience in SaaS/support operations

Tools

HubSpot

Zendesk

Apollo

Brevo

Slack

RingCentral

Job description

JS Morlu is seeking a proactive Client Success Manager to oversee client relationships, onboarding, and retention across four software brands. You will coordinate with accounting, tax, audit, and advisory professionals while leveraging HubSpot, Zendesk, Apollo, Brevo, Slack, and RingCentral to ensure smooth workflows.

The role is remote with meaningful overlap with U.S. Eastern Time. A quarterly bonus is available based on customer satisfaction, onboarding, and retention targets.