
Client Engagement Partner
Posted Jul 5

Posted Jul 5
This is a fully remote position, open to applicants in Philippines.
• Act as the main day-to-day liaison for a portfolio of SmartCare clients.
• Foster trusted relationships with HR, Payroll, and business stakeholders.
• Perform regular client check-ins to ensure satisfaction and proactively resolve issues.
• Handle customer inquiries and escalate service issues to the appropriate internal teams.
• Represent the voice of the customer by conveying client priorities and feedback internally.
• Facilitate ongoing SmartCare service requests between clients and internal consultants.
• Oversee client monthly service hours, track utilization, and ensure that engagements stay within scope.
• Review and authorize consultant time entries related to assigned client engagements.
• Prioritize work requests and coordinate the timely delivery of client needs.
• Monitor deliverables, outstanding items, and engagement progress using project coordination tools.
• Schedule client meetings, prepare agendas, document meeting notes, and follow up on action items.
• Assess engagement health and communicate risks, capacity issues, or scope changes to leadership.
• Provide clients with regular status updates and summaries of engagements.
• Communicate efficiently with both technical and non-technical stakeholders.
• Maintain precise documentation of client discussions, decisions, and action items.
• Identify opportunities to enhance customer experience and service delivery processes.
• Relay customer feedback to help refine SmartCare services.
• Assist clients in maximizing the value of their HCM platform within their managed services agreement.
• A minimum of 2 years of experience in Customer Success, Client Services, Account Management, Customer Support, HRIS Support, HCM Support, Payroll Support, or a similar client-facing role.
• Experience in supporting clients in an HCM, HRIS, Payroll, SaaS, or professional services setting.
• Strong customer service orientation with the capability to develop long-term client relationships.
• Exceptional verbal and written communication skills.
• Highly organized with meticulous attention to detail and the ability to juggle multiple clients and priorities simultaneously.
• Comfortable coordinating work across various teams and following up on deliverables.
• Experience in facilitating client meetings and preparing status updates.
• Proficiency in CRM systems, ticketing platforms, project management, or collaboration tools.
• Self-driven with excellent problem-solving skills and the ability to work independently in a remote setting.
• Remote-first work environment with a long-term work-from-home setup.
• Company-issued equipment and home office setup allowance.
• Competitive compensation package, including 13th month pay, night differential, annual performance bonus, and Christmas bonus.
• Enjoy Day 1 Platinum HMO coverage plus Gold-level HMO coverage for up to 2 dependents at no extra cost.
• Paid time off, Philippine holidays, and sick leave to support work-life balance.
• Ongoing learning and development opportunities.
• Collaborative and people-first culture where your ideas and growth are valued.
Life360
Datavant
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