Customer Success Specialist Job at Payfuture Technologies, Philippines

MjAwOXR1YVhYSXFUMlprOHpqMkNvbTJ3Q0E9PQ==
  • 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

Game Day USA

Remote Virtual Assistant Work From Home(USA/CA Based only) Job at Game Day USA

Job OverviewWe are seeking a highly organized, detail-oriented Virtual Assistant to join our team remotely. The ideal candidate is proactive, reliable, and able to manage multiple tasks with minimal supervision. You will support daily administrative, communication, and... 

Red Bull

MLS Next Pro Strength and Conditioning Coach Job at Red Bull

 ...Academy teams. POSITION SUMMARY This position requires a dynamic, self-motivated, organized, energetic and creative strength and conditioning coach with a working experience in either collegiate, soccer academy, minor league and/or professional sports. This position... 

Covenant House California

Licensed Mental Health Clinician (Full-Time) Job at Covenant House California

 ...00 young people every year. As this position provides direct care to young people that are 18-24 years old, we require that applicants...  ...$82,720 - $103,400 POSITION SUMMARY: The Licensed Mental Health Clinician is responsible for providing and coordinating services... 

Ashe County Schools

School Receptionist ACMS Job at Ashe County Schools

 ...: Ashe County School District is seeking to hire an individual to work as the front desk receptionist in the administrative office at Ashe County Middle School. This position is full-time (40 hours per week), 10-months and is eligible for benefits. Qualifications... 

Impact Recruiting Solution

Job #1239 - Clinical Social Worker - Alaska Job at Impact Recruiting Solution

 ...JOB TITLE (#1239): Clinical Social Worker Health Care Facility Surveyor - Alaska CMSs Long-Term Care Basic Training and SMQT certification...  ...U.S. Citizenship is required for this position Ability to travel up to 75% of the time on a regular basis is required...