Customer Success Partner

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

📋 Description

• Oversee the well-being of a collective portfolio comprising 120+ staff accounts.

• Proactively identify potential risks and alert relevant parties before issues escalate into significant account or retention problems.

• Take ownership of regular account reporting, ensuring that data at the portfolio level is accurate, organized, and up-to-date.

• Provide the Representative with trustworthy information regarding the portfolio.

• Monitor follow-ups, account modifications, action items, and recurring tasks.

• Collaborate closely with the assigned Representative to prioritize tasks effectively.

• Highlight key updates and assist the Representative's strategic and client-facing initiatives.

• Aid in the onboarding process and early tenure tracking for new staff members.

• Ensure visibility into significant updates and potential issues during the initial stages of account management.

• Clearly and promptly escalate issues, providing sufficient context.

• Maintain precise and organized systems for account information, tracking, and reporting.

• Contribute to making the customer success function more scalable.

• Communicate effectively through Slack, Zoom, shared documents, and established communication rhythms.

⛳️ Requirements

• Proven experience in account management, customer success, operational support, client support, or a related field.

• Exceptional attention to detail and a strong sense of responsibility for recurring reporting and data accuracy.

• Capability to manage and organize a significant number of accounts, tasks, and follow-ups.

• Excellent and proactive communication skills, with the ability to flag risks without prompting.

• Strong organizational and time-management abilities.

• Capacity to work independently and maintain accountability within a remote setting.

• Strong follow-through and meticulous attention to detail, with the capability to juggle multiple priorities.

• Proficient in using spreadsheets, reporting tools, account-management systems, and other digital applications.

• Availability to work during U.S. business hours.

• Must be based in the Philippines.

• Full-time exclusivity is mandatory; candidates must not engage in any part-time or freelance work once employed.

• Conflict-of-interest evaluations may be conducted.

• Preferred: Experience in staffing, recruitment, accounting, or professional services.

• Preferred: Background in supporting U.S.-based clients or teams.

• Preferred: Experience in managing a high-volume account portfolio.

• Preferred: Familiarity with account-health monitoring, reporting, or operational dashboards.

• Preferred: Experience collaborating with Customer Success Managers, Account Managers, or other client-facing roles.

• Upon hiring, submission of a Certificate of Employment from the most recent employer, detailing start and end dates, is required.

• Valid NBI Clearance is necessary for candidates in the Philippines.

• Character and professional reference checks will be conducted.

• Required to update LinkedIn profile to reflect CAS as the new employer.

• Compliance with ActivTrak monitoring on company-issued devices is required.

🏝️ Benefits

• Competitive compensation in USD based on experience.

• Permanent remote work arrangement.

• Complete company equipment provided (laptop, monitor, accessories).

• 15 days of paid time off annually, in addition to local holidays.

• Guaranteed annual salary increases.

• Referral bonuses of up to $1,000.

• Monthly flexible stipend (CAS Flex Perks).

• Structured onboarding and career development opportunities.

• Potential for growth within Customer Success and Operations.

• Full-time exclusivity is essential; no other part-time or freelance commitments once hired.