Customer Success Admin and Accounts Specialist  

Responsibilities

Administration:

• Administration management of our CRM software
• Pro-active updating of company details on ezyCollect files from new registration to cancellation processes
• Update and Filing of technical requests as per client’s request or as necessary
• Lead management for partners (debt collection, payments and implementation partners)
• Assisting the customer success team in customer support/requests and maintaining data integrity in different software/tools used
• Assisting the CS team in managing different software use
• Monitoring of customer usage and generation of reports on different requirements (using MS Office suites and/or Google for Business

Accounts:

• Assisting our accounts team to manage and audit the data in software use for billing and CRM
• Assisting the accounts and CS team in updating customers’ billing and payment details
• Generating commission reports and board reports as required
• Ad-hoc auditing and accounting work
• Emailing invoices to customers as required

Qualifications:

• Prior experience in customer success, support and/or Accounts
• Great administration and multi-tasking skills
• Proven ability to drive continuous value of our product(s).
• Familiarity working with clients of all sizes
• Impeccable written and verbal communication skills.
• Detail oriented and analytical
• Strong team player but still a self-starter.
• Thrives in a multi-tasking environment and can adjust priorities on-the-fly.
• Experience in troubleshooting software and CRM

This is a full time role, based in the Philippines (Office will be located in Alabang) and be able to work during Australian business hours.

Requirements:

• 1-2 years of relevant experience preferably in the Saas or start-up space
• Experience with Accounting Packages like XERO and MYOB and payments software like Chargebee (is an advantage)
• Experience with CRM platforms like Hubspot (is an advantage)
• Proficient in Office software and Google Office.
• You’re driven: No one needs to push you to excel; it’s just who you are.
• Eager to learn, adapt and perfect your work; you seek out help and put it to good use.
• You want to help and serve our customers: They win, so you win.