Account Specialist

Duties and Responsibilities

1. Client Relationship & Account Management

• Primary Contact: Act as the main liaison for client accounts, providing prompt, professional, and clear communication across email, phone, and video calls.
• Account Maintenance: Oversee day-to-day administrative tasks for assigned portfolios, including account setup, profile updates, license allocations, contract renewals, and invoicing alignment.
• Onboarding & Implementation: Coordinate seamlessly with new clients during the onboarding process to ensure clear expectations, milestone completion, and a smooth handoff from sales.

2. Retention & Service Delivery

• Issue Escalation & Tracking: Monitor client inquiries and technical support tickets, driving swift resolution across internal technical, product, or operational teams.
• Account Reviews: Conduct periodic check-ins and operational reviews with clients to assess satisfaction, track utilization, and proactively address potential churn risks.
• Upsell Identification: Partner with Sales and Customer Success leads to recognize expansion signals, feature add-on opportunities, and contract renewals

3. Operations & Reporting

• CRM Data Hygiene: Maintain up-to-date and accurate client records, contract details, and communication logs within the company CRM (e.g., Salesforce, HubSpot).
• Performance Metrics: Track account health indicators, churn metrics, and customer feedback to produce regular updates for management.

Skills and Qualifications:

• Customer Support & Communication: Outstanding verbal and written communication skills with a client-first mindset and active listening skills.
• CRM & Tools Proficiency: Hands-on experience with modern CRM software (Salesforce, HubSpot, or similar) and standard productivity/collaboration tools (Google Workspace, Microsoft 365, Slack).
• Problem-Solving & Task Management: Strong organization and multi-tasking skills with a sharp eye for detail when handling complex client accounts.
• Experience: 2–3+ years of experience in account management, customer support, client services, or sales operations.
• Education: Bachelor’s degree in Business Administration, Marketing, Communications, or a related field (or equivalent practical experience).
• High empathy, patience, and composure when handling challenging client conversations.
• Adaptable to changing priorities and fast-moving team workflows.
• Strong team collaboration capabilities with a self-starter attitude.

Pay: Php24,000.00 - Php36,000.00 per month

Benefits:

• Additional leave
• Health insurance
• Promotion to permanent employee
• Work from home

Work Location: Remote