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Account Specialist (Philippines)

Esusu Financial

Esusu Financial

Sales & Business Development
Philippines · Remote
Posted on Saturday, November 18, 2023

Democratize Access To Credit

Together we’ll dismantle barriers to housing for working families and use data to eliminate the racial wealth gap. The ability to build credit from rental payments has the potential to give over 45 million renters with little to no credit a pathway into the financial system. Those individuals then stand to save over $200,000 in reduced lifetime interest payments, build home equity by qualifying for mortgages, and build wealth by passing job screening requirements. The transformational impact of this cannot be understated.


Account Management Team

We are building a team of highly motivated, client-obsessed, strategic Account Specialists willing to work with SMB clients. We are looking for candidates who are independent thinkers, executors, and passionate about building our business & footprint.

The challenge

We are seeking a multifaceted Account Specialist to oversee the entire customer lifecycle for our Standard SMB accounts, from onboarding through to renewal. This critical role involves facilitating a smooth transition for new customers, managing ongoing account requirements, and executing the renewal process to maintain and grow our revenue base.

What you will help us deliver:

  • Onboarding: Develop and implement tailored onboarding plans for new SMB accounts, ensuring a seamless integration into our services.
  • Customer Engagement: Serve as the primary contact point for SMB customers throughout their lifecycle, addressing inquiries, and providing solutions.
  • Renewal Management: Prepare and manage renewal contracts, track them diligently within Salesforce, and negotiate to secure high retention rates.
  • Reporting and Analysis: Deliver regular impact reports and dashboards to customers, highlighting value and return on investment.
  • Lifecycle Coordination: Post-onboarding, manage ongoing account needs, including the oversight of the CSV process in line with company standards.
  • Account Health: Monitor customer accounts for retention risks and develop strategies to enhance satisfaction and loyalty.
  • Process Optimization: Continuously assess and refine customer lifecycle processes to enhance efficiency and customer experience.

Basic Qualifications:

  • Demonstrated experience in customer lifecycle management within a SaaS or subscription-based business environment.
  • Strong project management and organizational skills with the ability to manage multiple timelines and accounts simultaneously.
  • Excellent communication, negotiation, and interpersonal skills, with a proven record of building strong customer relationships.
  • Proficiency in Salesforce and other CRM systems, as well as competency with various onboarding software and data analysis tools.
  • A proactive and customer-centric approach to problem-solving and process improvement

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

© Esusu Inc. All rights reserved, Esusu is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities, and perspectives to apply.