Customer Success Specialist Job at Payfuture Technologies, Philippines

c1JmYzlMaDVleE9MS1AwQnNncGhRT1piakE9PQ==
  • 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

Impact Home Team

Real Estate Disposition Manager Job at Impact Home Team

 ...winning playbook?Impact Home Team is looking for a Dispositions Manager who can turn contracts into closings and drive revenue with...  ...Have direct-to-consumer or high-ticket B2C sales experience (real estate, solar, door-to-door, etc). Thrive in 100% commission... 

IKEA

Retail Cashier and Customer Service Job at IKEA

Retail Cashier and Customer Service Location Sacramento, CA : Why we will love you ~1 year sales or customer service experience preferred ~ High School Diploma or equivalent What you'll be doing day to day Build loyalty by ensuring customers have a positive...

Eaton Manufacturing

Journeyman Mold, Die & Jig Machinist Job at Eaton Manufacturing

 ...tools, and simple machines according to engineering and tool design specifications. Qualification and documentation: perform gauge...  ...or GED (accredited). ~ Completed 5-year Tool & Die Maker apprenticeship with 576 hours of vocational training and 10,400 hours of OJT,... 

Northwest Public Schools

Head High School Football Coach Job at Northwest Public Schools

 ...Northwest High School in Grand Island is accepting applications for the 2026-2027 school year for the position of Boys Head Football Coach. This candidate must have coaching experience. Review of applications and scheduling of interviews will begin immediately. Aplications... 

Gundersen Health System

Registered Nurse, RN | Long Term Care | $2,500 Sign-On Bonus Job at Gundersen Health System

 ...Sign-On Bonus Gundersen Tweeten Care Center, a long-term skilled nursing care facility located in Spring Grove, MN, is dedicated to...  ...Minnesota Minimum of an Associate Degree in Nursing CPR Certified No experience required! Emplify Health is comprised of two of the Midwest's...