Client Success Manager
This role requires someone with experience in SaaS businesses who understands different platforms for integration in a conversational capacity and understanding of writing basic AI Prompts. The ideal candidate is a proactive self-starter with excellent communication skills, capable of managing multiple onboardings and ongoing client projects simultaneously.
Offer: Php 350-400 per hour
Workload: 40 hrs per week
Work Set-up: Open to Remote, Hybrid or Office-based applicants
Key Responsibilities:
- Oversee and execute the client onboarding process, ensuring a seamless transition into our platform.
- Act as the primary point of contact during onboarding, guiding clients through setup, best practices, and platform adoption.
- Maintain a strong understanding of integrations and third-party platforms relevant to our software to communicate effectively with clients (without requiring technical expertise).
- Understand how to use popular LLMs (ChatGPT, Gemini, etc.) and write AI prompts for client communication and problem-solving.
- Manage multiple onboardings at the same time, keeping track of progress, documentation, and client needs.
- Collaborate with internal teams to ensure client feedback and requirements are properly communicated.
- Provide ongoing client support, address questions, and troubleshoot non-technical issues as needed.
- Create and maintain onboarding documentation, checklists, and process improvements to enhance the overall client experience.
- Stay informed about platform updates and industry trends to better assist clients.
Required Skills & Qualifications:
- Experience: 2+ years in client onboarding, customer success, or project management within a SaaS company.
- Industry Knowledge: Strong understanding of SaaS business models and familiarity with integrations between different platforms.
- Language Proficiency: Native or near-native English fluency (both written and verbal).
- Detail-oriented: Exceptional ability to track tasks, manage documentation, and oversee client progress.
- Multitasking & Organization: Ability to handle multiple client onboardings and support needs simultaneously.
- Self-starter: Works independently with minimal supervision and takes initiative to improve processes.
- Communication & Professionalism: Strong interpersonal skills, with the ability to build relationships and instill confidence in clients.
- Tech-Savvy (Non-Technical): Comfortable discussing integrations and explaining SaaS platform functionalities in a way that is easy for clients to understand.
Preferred Qualifications:
- Experience working in a fast-paced SaaS environment with multiple client implementations.
- Familiarity with CRM, project management, and onboarding tools such as HubSpot, Salesforce, Monday.com, or Asana.
- Exposure to common SaaS integrations (e.g., Zapier, API-based connections, marketing automation tools).
- Plus: Experience in the legal/law firm space is a huge plus
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