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.
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
Process & System Management
You will be a good fit if you:
As a Valuable Payfuture Partner, you will:
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:
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