Work Set-up: Onsite at the Sanctum, SM-North EDSA, Quezon City Start Date: ASAP Schedule: 8AM - 5PM EST, M-F What does a day in the life of a Customer Success Specialist look like Client Relationship Management Retain and expand existing client relationships by delivering exceptional customer service. Serve as the main point of contact for employers and participants who have questions about the system or their benefits. Maintain comprehensive knowledge of plans, applicable laws, and regulations to communicate clearly and accurately with clients. Provide prompt and efficient responses to client inquiries (same-day turnaround). Broker Relationship Management Serve as the primary point of contact for brokers who have questions about their clients, books of business, and benefits. Provide prompt and efficient responses to broker inquiries (same-day turnaround). Cross-Departmental Collaboration Collaborate effectively with internal resources across departments to provide accurate information and comprehensive support to clients. Case and Queue Management Process and resolve cases within the CRM. Work collaboratively with Client Relations team members to ensure timely and effective case resolution. Maintain accurate and detailed documentation of case notes and communications within various systems. Client Renewals Manage and process client renewals as assigned. Distribute renewal documents in a timely manner. Ensure the prompt return of documents through consistent and timely follow-up. Educational Meetings Conduct educational meetings at client sites. Deliver engaging verbal and/or multimedia presentations to employees regarding their benefits. Address participant and POC questions about benefits and plan options. Encourage and motivate enrollment in company plans administered by client through positive and informative presentations. Client Follow-Up and Satisfaction Follow up with clients regularly to ensure their satisfaction. Conduct quarterly calls as assigned. Proactively engage POCs in conversations to identify additional needs and potential solutions that client can offer. Quality Control Review all major deliverables to guarantee adherence to quality standards and client expectations. Communicate any issues or concerns to the Client Relations Manager. Ensure the completion of all processes and procedures. General Duties Complete special assignments and projects as directed by the Client Relations Manager or the Executive Team. Identify trends and provide insights to support client retention and growth initiatives. Assist with customer service calls and meetings during peak times. What are the required qualifications for a Customer Success Specialist College Level or equivalent/relevant experience Proficiency with Microsoft Office Suite or Google Workspace Minimum of 2 years in a customer success specialist or similar role Exceptional interpersonal, communication, and presentation skills. Proven ability to manage complex client relationships Having these qualifications are helpful, but not required US Tax experience Monday.com, Wex Health, and is exploring AI-powered solutions. Ninja Perks and Benefits Competitive compensation Beautiful facility & Free Meals for onsite positions Adherence to government-mandated benefits Retirement Savings Program with Company Matching Life Insurance HMO on day 1 Paid time off, birthday leave Opportunities for skills training and personal and professional development Employee referral program Free meal Experience infinite fun so you can have infinite growth. Discover A Better Way to Grow! Are you ready If you are interested, you can access your instant interview here: https://alpharun.com/i/kFgbWenIidAJGRN63QyDK Show more Show less