Client Success Coordinator  

Coordinator, Client Success

Job Description

Reports to: Client Success Manager

Department: Client Success

Employment Status: Full Time; salaried

Location: Hanston Building - Fifth Floor, Emerald Avenue, Ortigas Center, Pasig City

What You'll Like About Us

• Curious about Sales or Account Management but don’t know where to start? In this role you’ll work directly with the CEO and other Leaders to help build this function from the ground up.
• Great team culture! Our diverse backgrounds, commitment, and passion are the things that make us great.
• We geek out on new ideas, proposals, anything that will positively impact our clients and of course, you!
• We’ve got training sessions in-store to help you level up your skillset.
• With you on Boldr’s side, we’ll tackle social responsibility initiatives together.
• We have rest and relaxation benefits. (You’ll have ample time to travel wherever you please! And we’ll want to hear all about your stories when you get back to the office.)
• We also cap off every week with a bit (a lot) of competitive board games.

What Is Your Role

Do you ever stand in line wondering what the store could be doing to make the check-out isle run more smoothly? Are you the type of person who fills out Customer Feedback forms? Do you seek to exceed expectations when serving others? If so, this position might be just for you. We’re looking for a hard-working, smart and dedicated team member to jump in and support the building out of Boldr’s Client Success organization. You will have a pivotal role within our Client Success organization. You’ll be responsible for general communication, performance reporting, training, and knowledge management. Having an eye for details will be important as you’ll be maintaining all Client Success’s tools and procedures.

Why Do We Want You

We are currently looking for an impact-driven team member who is passionate and wants to help Boldr grow. We expect a lot from our Team and want them to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

What Will You Do

Processes

• Maintain dashboards to visualize our Client operational performance
• Support Client Success Managers with the preparation of Client Business Reviews

Tools, Administration, and Reporting

• Familiarity with Google Suite of Services is a must for this role
• Gmail, Drive, Sheets, Slides, and Docs are used heavily in Boldr
• Experience with Hubspot is a plus
• You’ll be the one taking notes and following up with team members for their action items so you’ll need to be comfortable with team coordination and communication

Coordinate People Management Process

• Enable our team by providing updated templates (Boldr Overview, Engagement Proposals, Process Documents, Implementation Plans, Client Specific documents, etc.)
• Maintain Client schedule (Weekly Updates, MBRs, QBRs, Implementations) and collect feedback and drive necessary actions to completion

Training

• Coordinate necessary training and best practices related to Tools and Processes
• Ensure team participates in training related to global standard processes
• Ongoing support and knowledge sharing
• Obtain feedback from clients and team members on processes and tools to ensure continuous improvement
• Provides input and communication to drive Client Success improvement, for all clients, enterprise-wide

- Has Sales Management Background

- Has Account Management and Client Management Background

- Fluent in the English Language

- Can present and confident to work with international clients

What We'll Like About You

You Are…

• Curious and authentic, just like us! #beboldr
• Very organized and have the ability to handle multiple assignments
• Basic understanding of the Outsourcing Industry is a plus (if the applicant doesn’t have this, we’d expect a strong desire to learn about it)
• Willingness and excitement in learning about all of Boldr’s full range of services, including Customer Support, Data Management, Sales Enablement, Content Moderation, and Sales services will be expected
• A strong grasp of Excel or Google Sheets will be helpful with the reporting work you’ll be responsible for.
• University degree (or equivalent education)
• English language fluency