Client Success Coordinator

Summary

Join TechnologyAdvice's Client Success team in the Philippines as a mid-level, full-time remote employee! Collaborate with team members and sales counterparts to manage client expectations, prepare materials for campaign launches, and monitor campaign pacing. You will be responsible for gathering and preparing client reports, responding to client inquiries, and providing recommendations for campaign optimizations. Leverage internal tools to analyze data and manage client accounts. This role requires a bachelor's degree or equivalent experience, excellent communication skills, and experience with CRM systems. TechnologyAdvice offers competitive compensation, remote work flexibility, paid time off, comprehensive benefits, and opportunities for career growth.

Requirements

• Bachelor's degree from recognized institution (or equivalent experience)
• Experience maintaining regular client communication through digital channels such as Slack, email, and Zoom
• Skilled in managing time and prioritizing tasks across team projects, ensuring smooth coordination and attention to detail while handling multiple clients
• Eager to learn and develop skills in preparing detailed campaign summaries, analyzing data, and tracking client goals and KPIs to ensure program success aligns with expectations
• Familiar with maintaining account health insights and ensuring Salesforce or similar CRM systems are kept up-to-date and accurate
• Detail-oriented and organized, capable of reviewing leads for accuracy and alignment with targeting criteria, especially during initial campaign delivery
• Creative problem-solver with strong analytical and critical thinking skills
• Must have a working laptop/pc and internet and back-up connection
• Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward

Responsibilities

• Work alongside Client Success Team Members and Sales counterparts to understand what has been sold to a client and how we should manage expectations throughout the program
• Join all internal calls and post-sale client calls
• Prepare Kick-Off Call decks and join kick-off calls
• Gather and prepare materials for campaign launches
• Prepare regular client campaign reports
• Monitors pacing and escalates potential concerns to Client Success and Sales counterparts
• Works across multiple internal teams to support product and answer client questions
• Quickly respond to all client emails/requests (we pride ourselves on a quick response time and being easy to work with)
• Work with Client Success Team Members and Sales to respond to client feedback and provide recommendations and optimizations for their campaigns
• Logs all feedback from clients for internal stakeholders
• Identify client, category and product trends
• Consistently provides optimizations for campaign growth to clients
• Utilizes several internal tools to review and analyze data, manage client accounts and support clients’ needs effectively
• Help establish processes to increase efficiency and offer creative solutions to solve problems

Benefits

• Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives
• Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays
• Remote-First Culture: Work from the comfort of your home
• Paid Time Off: Enjoy 14 days of annual paid time off, plus all regular Philippine government-declared holidays to unwind and recharge. Plus 5 additional days after 1 year
• Comprehensive Coverage: Full enrollment in Philippine statutory benefits: SSS, PhilHealth, and HDMF
• Healthcare : Healthcare reimbursement to help ensure you are covered
• De Minimis Allowance: Enjoy a monthly rice subsidy, following government guidelines
• Wellness Perks: Access the Headspace app to support your well-being
• Speaker Series Bonus: Present in our monthly speaker series and earn a bonus