דרושים » עבודה ראשונה » Customer Experience Representative- Tagalog Speaking (Maternity Leave Replacement)

We're our company, an early-stage Fintech startup based in TLV on a mission to revolutionize the way Real Estate firms and investors manage their capital. Our Investment Management software help companies raise and preserve more capital by automating their back-office operations, increasing their investors' satisfaction, and providing them with advanced tools for better marketing efforts.
As a CSM at our company, you must thrive in a team-focused work environment, while always bringing your own thoughts and ideas to the table. This role is designed to fit those who possess strong charisma and professionalism.
What are we looking for
Build and nurture strong relationships with our clients to understand their needs and ensure their success
Empower customers to connect their goals and challenges
Take ownership of new accounts and manage their onboarding teaching them how to use the platform and technology.
Build, own, and execute client success and engagement plans
Spearhead internal cross-functional improvement projects
Represent voice of the customer and influence product development roadmap
Be the main point of contact for your clients.
Get on calls with clients according to their subscription and needs (weekly, monthly, bi-monthly)
Maintain a high level of product proficiency to guide clients on the best uses of our product. Fully understand the features and limitations of our companys array of products and provide innovative and creative solutions even when clients havent asked for them.

As we continue to expand, we are seeking a highly skilled and customer-focused individual to join our team as a Customer Onboarding Specialist. In this role, you will play a pivotal role in providing exceptional customer service to high-tech employees, ensuring a smooth onboarding experience and matching their financial needs with our technological services.

What You'll Be Doing:

Conduct professional Zoom meetings with high-tech employees to understand their financial needs and assess compatibility with our company's technological services.
Collect and process personal data, ensuring all necessary documentation, including financial powers of attorney, are completed accurately and efficiently.
Demonstrate a genuine interest in customer satisfaction, going above and beyond to exceed their expectations and address any concerns or questions they may have.
Leverage your experience in customer service or sales in the financial field to build rapport and establish long-term relationships with clients.
Utilize excellent verbal and written communication skills to effectively convey complex financial information in a clear and concise manner.
Demonstrate intellectual sharpness and high digital skills to navigate our systems and provide efficient and accurate support to customers.

Were looking for an experienced Senior Scaled CSM to help us deliver incredible customer experiences, develop our playbooks and drive more scale.
What you'll do:
Engage 1:1 with customers as-needed at critical points in the customer journey to ensure adoption and value realization
Use your in-depth knowledge of technology to advise customers on how to best use our features and functionality to create tailored solutions, as well as provide real-time technical guidance and troubleshooting
Manage a wide range of customer conversations, including technical discussions, value assessments, and risk mitigation, with diverse customer personas, from executives to builders, adapting communication to suit each audience
Actively monitor and measure your impact towards growing customer health, product adoption, and revenue
Partner cross-functionally to turn customer successes into measurable retention and expansion opportunities
Test and iterate on Scaled program ideas and playbooks and track results based on common customer positive business outcomes
Run 1:many programs and tactics that can effectively enable customer value and outcomes in a repeatable and scalable format
Identify trends for common customer challenges and actively suggest ways to address them

We are looking for a rock star Account Manager who will be the focal point for our strategic Corp existing accounts.
You will play a key role in driving B2B department revenue expansion by ensuring the adoption, retention, and growth of Corporate customers while maintaining strong business relationships with our strategic clients.
The Account Manager will be measured by Retention & Growth and will own the full commercial, service, and operational aspects of each client's lifecycle.
The position requires 80% face-to-face meetings with clients.
This is a temporary position to cover for maternity leave.
Responsibilities:
Responsibility for M$ scale monthly revenue, and over 90 Corporate clients within the Retail sector.
Meet the company's budget targets by increasing SOW.
Identify new growth opportunities within existing accounts (branches, leads for new accounts).
Increase the number of active accounts and usage among existing clients.
Detect and monitor early signals of at-risk accounts and provide a path to resolve strategic client issues.
Develop trusted relationships with decision-makers from strategic accounts, and project management activities focused on generating long-term growth.
Gain insights for customer success function through data analysis.
Work closely with business stakeholders such: Global leaders, executive management, sales team, and marketing.

Customer Success Engineers serve as the trusted technical advisors for our customers being a critical intersection of technical expertise and a focus on customer value. They create value, offer advice, and grow accounts. A Customer Success Engineer must lead technical discussions with Dev Ops , SRE and Sec Ops. The goal is to help our customers to become successful and enthusiastic champions.

The main responsibility of a Customer Success Engineer is to provide answers, share standard methodologies, onboard and solve technical issues that our customers are facing. Success Engineers also spend time improving documentation, building scalable resources and finding ways to more effectively and when possible proactively resolve customer questions. All of which in partnership with our internal Sales, Marketing, Field Engineering and Product Management.

Your responsibilities
The impact you will have:

You will manage the onboarding process for new customers and own a proactive approach to drive customer satisfaction and experience.

Drive customer adoption, loyalty and expansion

Provide critical insights to the product team as a means to improve our developing platform.

Maintain customer health and introduce new, valuable features as they become relevant on the customer journey

Educate champions and their teams on the value of our product, and help uncover use cases before they become emergencies.

Build relationships with executive decision-makers.

Generate trust and credibility at multiple levels in existing accounts after purchase and through the sales cycle.

Work cross-functionally with product, sales, and support team members to foster a strong sense of community and information sharing.

We are looking for a Relationship Manager to create long-term, trusting relationships with our customers. The Relationship Managers role is to oversee a portfolio of assigned customers, develop new business from existing clients, and actively seek new sales opportunities. The goal is to contribute to sustaining and growing our business to achieve long-term success.
Responsibilities:
Be the main point of contact for the businesses you manage and build strong, long-lasting customer relationships.
Develop a deep understanding of clients needs and proactively create tailored plans and recommendations, leveraging your knowledge of our products and industry insights to support their growth.
Identify key staff in client companies to cultivate profitable relationships.
Resolve clients issues quickly and effectively.
Drive upselling and cross-selling initiatives while ensuring high standards in sales, supply, and customer service processes.
Aim to preserve and develop an assigned portfolio of clients.
Gain solid knowledge of competitors.
Leverage transactional data to deliver insights and guidance that help customers enhance performance across all areas of their business.
Work closely with our Product teams to help influence our new product developments based on customer needs.
Identify and close new opportunities to grow business within your portfolio of customers.
Act as a central point of contact to a wide range of internal functions.
Face-to-face meetings with customers on a quarterly basis
Take part in events related to fintech, payments, and main industries related to your portfolio.

we are looking for a Sales Customer Success Manager who will drive retention and revenue growth among our most valuable customers by understanding their business needs and helping them succeed. The potential candidate will be responsible for assisting our companys sellers to leverage the platform to gain business growth and success. This includes identifying opportunities to expand customer usage of the platform.
The ideal candidate is a relationship builder with a genuine passion for the success of their customers. The candidate should be a proactive problem solver with impressive communication and presentation skills, combined with a results-oriented approach to driving customer value and platform adoption.
What am I going to do?
Onboard high-value customers with demos, highlighting features that drive increased usage and potential upgrades, while providing educational sessions on best practices, premium features, and services.
Build and maintain strong, long-lasting customer relationships, acting as a trusted advisor to maximize ROI and ensure customer success.
Increase retention and revenue growth by identifying and closing upsell and cross-sell opportunities, while driving expansion revenue through strategic advisory.
Represent the voice of the customer, providing valuable feedback and insights to core product and marketing teams.
Track and report on key KPIs such as churn rate, expansion revenue, and customer lifetime value to measure success and improve customer satisfaction.
Develop and execute customer success plans that outline strategies for achieving customer goals and maximizing platform usage.
Use strong analytical skills to translate data into actionable insights, proactively suggesting solutions and upgrades to meet evolving customer needs.
Work with tools like Salesforce and G Suite to manage customer accounts and monitor performance, ensuring structure in ambiguous situations.

A no-code, web-based platform within the Salesforce ecosystem for seamless form creation, data collection, and workflow automation.
As a Customer Success Manager, youll manage client onboarding, expansions, and renewals while leveraging technical expertise with a strategic business mindset to build strong customer relationships and identify growth opportunities. Join our innovative CS team to drive success and collaborate with Sales, Product, Solutions, and Support teams.

Responsibilities
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Serve as the primary point of contact for assigned customers, ensuring seamless onboarding, training, and adoption.
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Lead discovery meetings with key users and stakeholders from customers and partners to position as a core system and focus on maximizing its value.
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Build strong relationships with key stakeholders to drive engagement and long-term success.
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Identify upsell and expansion opportunities by aligning product capabilities with customer needs.
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Analyze customer usage data to proactively address risks and drive retention strategies.
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Conduct regular business reviews and proactively address issues to drive customer satisfaction and retention.

we are transforming IT management with Action AIan Agentic AI technology that proactively and autonomously manages and optimizes IT environments. our company's all-in-one platform consolidates RMM, helpdesk, ticketing, and automation, empowering IT teams and MSPs to efficiently manage and protect infrastructure, automate tasks, and boost service quality by reducing downtime and improving SLAs. Trusted by over 12K customers in 120+ countries, our company offers a scalable solution with per-tech pricing and unlimited devices, enabling organizations to drive growth and maximize organizational efficiency.
We are looking for a Customer Success Manager to join our TLV team!
Our Customer Success Managers are the face of our company to our clients. Your goal is to learn as much as possible about our customers' needs and their business workflow. As a Customer Success Manager (CSM) for our SMB team, you will be expected to deliver value and ROI to our company's largest clients. These long-lasting relationships are built via exceptional customer service, understanding customers' technical needs, challenges, complex working environments, and top-notch onboarding of new customers. As a part of the SMB CSM team, you will be responsible for the success of the account, managing the partnership, monitoring, analyzing and optimizing the data and working towards quarterly targets and KPIs.
Responsibilities:
Serve as the primary point of contact between clients and the company's team
Build and maintain strong relationships with clients
Conduct ongoing quarterly Business Reviews
Lead value-driven conversations with your customers
Serve as a technical authority for customers queries on the company's Platform
Analyze key account statistics and performance metrics to identify pain points
Educate clients on how to best use our company's platform aka "best practices"
Proactively identify (growth) opportunities and optimization points for our company's clients
Organically grow your portfolio of clients by delivering additional solutions and tools based on business needs
Demonstrate continuous value of our company's solutions by keeping high retention rates.

we are an early stage and well funded startup.
Were a team of doers from all walks of life who share a passion for AI and innovation in the world of Freight forwarding! .
We develop an AI-based pricing optimization and shipment automation web platform, designed to eliminate inefficiencies regarding freight pricing, placement, and shipping in general.
We are on a fast growth trajectory, and every day we strengthen our position as the leading Fintech company in the supply chain data arena.
As a one-stop-shop for freight forwarders, we bring innovation to the trillion-dollar global freight industry.
The opportunity
At our company, weve been fortunate to enjoy rapid growth and adoption by customers from all over the globe, and actually, were just getting started. As a Customer Success Manager you will join a small team that moves fast.
Together with the team, you will provide top-notch service to our customers, and support the rollout of a new product and features to the market. Youll be expected to execute fast but, more importantly, to solve problems and find long-term solutions that can be implemented as new processes, products, or features.
Responsibilities (or what youll be doing):
You will join a CS team in its early stage so there's a lot of room for creativity and building processes from scratch. You will be expected to contribute and improve current methodologies.
Help customers succeed and provide support both on the technical level and on the business side.
Onboarding new customers to be able to use our platform
Building and teaching technical courses on the platform
Deliver excellent support to customers, understand their needs, and ensure their success.
Serve as the main point of contact while acting as a liaison between clients and the rest of the company team.
Provide customers with Introduction and training of new features in order to maximise the usage and educate them through marketing and product documents.
Maintain a comprehensive and updated knowledge base - Analyze customer usage data, gather insights and lessons
Provide internal customer feedback.