Client Account Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee a collection of client accounts and monitor the well-being of each client-assistant relationship.

• Identify potential risks early and ensure client partnerships remain on track.

• Facilitate onboarding sessions, conduct 30-day account assessments, and hold regular client check-ins.

• Champion assistants through coaching discussions, feedback mechanisms, and addressing needs with leadership.

• Manage retention discussions, pinpoint accounts at risk, and spearhead win-back initiatives.

• Process over 30 incoming account inquiries daily with prompt, tailored responses.

• Keep thorough records in HubSpot for every client interaction.

• Collaborate with Operations, Finance, and Engineering on matters outside direct responsibilities.

• Guide accounts from onboarding through to ongoing milestones.

• Engage in product and skills training, observe live calls, listen to live tickets, and participate in supervised onboarding.

• Report directly to Andrea Santisteban.

⛳️ Requirements

• A minimum of 3 years of experience in client-facing roles such as account management, account support, or B2B customer success — experience with US accounts is highly preferred.

• Proven ability to manage multiple active client accounts simultaneously without losing focus or detail.

• Proficient in written and spoken English.

• Reliable availability for night shifts (10 PM–7 AM PHT) with a documented history of night-shift work.

• Proficient in CRM systems, with a preference for HubSpot.

• Proactive in recognizing and addressing account-related risks.

• Must score 80% or higher on daily assessments and mock calls to advance in training.

• No absences permitted during training, except for documented medical emergencies.

• Availability to work Monday through Friday, from 10 PM to 7 AM PHT.

🏝️ Benefits

• Gross salary package ranging from ₱32,000 to ₱38,000 per month.

• Total earning potential of ₱38,000 to ₱40,000 per month.

• Night shift hours (10 PM–7 AM PHT).

• Comprehensive training program provided.

• Fully remote working arrangement.

• 4-week training duration.

• Part of a company backed by Y Combinator and Sequoia.

• Enjoy a dynamic, friendly, and low-hierarchy work environment.