Customer Success Specialist Job at Payfuture Technologies, Philippines

V0pVMEduaWlTOFU2U2RhZUNNNHc4dGxLZVE9PQ==
  • Payfuture Technologies
  • Philippines

Job Description

PLEASE DO NOT APPLY IF YOU ARE NOT CURRENTLY IN MANILA

The core mission of the Customer Success Specialist is to ensure a delightful and smooth client onboarding experience for new merchants, resellers, and/or aggregators needing to use our payment-processing solutions. It is your goal that clients are onboarded quickly and can go live as soon as

possible.

Requirements

Client Onboarding & Implementation

  • Manage the end-to-end onboarding process for new clients, ensuring a smooth transition to the platform.

  • Arrange and facilitate onboarding calls with clients to guide them through the application process.

  • Oversee the merchant application form submission, ensuring all required documentation is handed over to the Risk & Operations team for due diligence.

  • Ensure all contractual agreements are accurately prepared, signed in the correct order, and countersigned promptly.

  • Conduct platform walkthroughs to introduce clients to the system, issue user IDs, and establish trade management processes.

  • Coordinate test transactions with the Tech team to ensure a successful live test before go-live.

  • Ensure a smooth transition from pre-live to go-live, introducing relevant teams and adding client contacts to internal communication channels (e.g., Skype).

  • Maintain up-to-date client information in the CRM system and other relevant databases.

Client Communication & Support

  • Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries via email, chat, and calls as needed.
  • Proactively monitor and track the progress of each application, following up with clients to ensure timely completion of the onboarding process.
  • Work closely with Sales, Tech, Projects, and Account Management teams to achieve onboarding targets and maintain client satisfaction.
  • Collaborate with Account Management to facilitate a seamless handover once onboarding is complete.
  • Provide remote onboarding training to merchants, ensuring they understand key platform functionalities and processes.

Process & System Management

  • Ensure all onboarding deals and client data are accurately recorded and updated daily in the CRM system.
  • Execute tasks in accordance with company policies, procedures, and contractual agreements.
  • Leverage business intelligence tools (e.g., HubSpot, Jira, Tableau) to track and analyse onboarding performance, if applicable.

You will be a good fit if you: 

  • Are aligned with our values of Belief, Positivity, Accountability & Ownership, Speed and Execution
  • Experience in customer success, onboarding, or account management within fintech, payments, or SaaS industries.
  • Strong organisational and project management skills to handle multiple client onboardings simultaneously.
  • Excellent communication and problem-solving skills, with the ability to engage with clients professionally.
  • Basic knowledge of CRM systems and BI tools (HubSpot, Jira, Tableau) is a plus but not required.

As a Valuable Payfuture Partner, you will:

  • Receive a competitive salary
  • Get the opportunity to be part of a rapidly growing business, providing an unrivalled opportunity to develop your skillset
  • Be part of a collaborative, values-led team that is working hard to revolutionise payments in emerging markets
  • Receive additional benefits as we grow 

Our Hiring Process:

Our hiring process is designed to be agile and the candidate who’s applying for the Customer Success Specialist Role will go through the following steps:

  • We review applications to screen for a variety of criteria
  • You have an online interview with our Recruiter 
  • An in-depth assessment round
  • An interview with our Operations Manager & Customer Success Manager
  • We make you the offer!

Job Tags

Remote job,

Similar Jobs

PwC

AWS Architect - Director Save for Later Remove job Job at PwC

 ...knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our...  ...about how we work: PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC... 

Air Education Inc.

Online English Teacher (Contract) — U.S. Elementary Schools Job at Air Education Inc.

 ...high-quality literacy support and every teacher deserves the tools to make a lasting...  ...Responsibilities Deliver engaging online reading lessons via Zoom to groups of up...  ...meet every item: Bilingual (Spanish/English). Degree in education, English, literacy... 

Talula's Garden

Pastry Cook Job at Talula's Garden

 ...partnership with award-winning restaurateur Aimee Olexy , a true farm-to-table ethos inspires Talulas unforgettable approach to food, interpretations of traditional Mid-Atlantic cuisine with a light and modern touch. The indoor-outdoor space exudes a cozy, upbeat vibe... 

Strap Tank Brewery

Brewer Job at Strap Tank Brewery

 ...mechanical understanding of the brewing process and equipment required. Strong working knowledge and experience with commonly used brewery chemicals. Must possess solid skills with basic mathematical computations and have basic computer functions knowledge, including... 

Greenlife Healthcare Staffing

Urgent Care Physician Assistant Job at Greenlife Healthcare Staffing

 ...Urgent CarePhysician Assistant - Bronx, NY (#1568) Paid Time Off Retirement Savings Visa Sponsorship opportunities Malpractice insurance coverage Fellowship New Graduates are welcome to apply Impact Recruiting Solutions is currently...