Client Success Manager
Xurpas Enterprise
Date: 16 hours ago
City: Makati City
Contract type: Contractor
Job Highlights
1
Responsibilities
Additional Information
Career Level
Mid
Work Location
Makati
Work Setup
1x a month onsite
Job Type
Project-based (3 months – subject for extension)
APPLY NOW
- Laptop to be provided (pickup from Makati Office)
1
Responsibilities
- Serve as the primary point of contact for clients using the Accounting Module, ensuring their goals are understood and met.
- Onboard new clients and provide tailored training and resources to ensure effective adoption of the accounting tools.
- Understand clients’ financial processes, accounting workflows, and compliance needs to provide consultative guidance.
- Monitor customer health metrics and usage data to proactively address risks and identify upsell or optimization opportunities.
- Work with internal teams to resolve client issues and escalate technical concerns when necessary.
- Advocate for client needs internally, contributing to product improvements and feature requests based on client feedback.
- Lead periodic account reviews and maintain accurate account records in the CRM (e.g., Salesforce, Gainsight).
- Support contract renewals and collaborate with Sales on account growth initiatives.
- Bachelor’s degree in Human Resources, Business Administration, Accounting, Finance, IT, or a related field. MBA or equivalent is a plus
- 2+ years in a customer success, account management, or client-facing role—preferably in a SaaS or financial technology environment.
- Strong understanding of accounting principles, financial reporting, and general ledger workflows.
- Excellent communication, presentation, and interpersonal skills.
- Experience managing multiple accounts and stakeholders in a fast-paced environment.
- Proficiency with CRM and CSM tools (e.g., Salesforce, HubSpot, Gainsight).
- Highly organized with strong project management skills.
- Background in accounting or finance (CPA, CFA, or accounting degree is a plus).
- Experience supporting accounting software platforms (e.g., QuickBooks, NetSuite, Xero, or ERP systems).
- Familiarity with financial compliance standards and regulatory reporting.
Additional Information
Career Level
Mid
Work Location
Makati
Work Setup
1x a month onsite
Job Type
Project-based (3 months – subject for extension)
APPLY NOW
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Head of Business Segment, Companion Animals
Boehringer Ingelheim,
Makati City
1 day ago
THE POSITIONYou will lead the species/ business in the achievement of its sales targets, execution of meaningful and impactful marketing campaigns and activities, manage distributors and government tenders, build strong customer relationships, all in alignment with Global and Regional strategies.Duties & ResponsibilitiesResponsible to meet/exceed the sales budgets (value and product mix, productivity, market share development) of the companion animals business...
Regional Content Lead, Southeast Asia
Canva,
Makati City
2 days ago
Job DescriptionJoin the team redefining how the world experiences design.Hey, g'day, mabuhay, kia ora, 你好, hallo, vítejte!Thanks for stopping by. We know job hunting can be a little time consuming and you're probably keen to find out what's on offer, so we'll get straight to the point.Where And How You Can WorkOur flagship campus is in Sydney, Australia but we...
Copywriter
VML,
Makati City
4 days ago
Who We AreAt VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part creative agency, part consultancy,...
