Client Success Manager

Job Title: Client Success Manager

Location: Remote/ 100% Work from Home

Job Type: Full-time
Reports To: Head of Client Services

Key Responsibilities

Client Onboarding & Relationship Management

• Lead discovery calls to understand client needs.

• Manage the client journey from placement to integration.

• Act as the main point of contact for all client concerns.

• Foster strong, long-term client relationships.
  

Performance Monitoring & Optimization

• Set and track success metrics for clients and teams.

• Monitor daily reports and KPIs to assess performance.

• Identify and address performance gaps.

• Ensure consistent, high-quality service delivery.
  

Team Coordination & Communication

• Facilitate internal meetings and process alignment.

• Manage workload distribution and task execution.

• Ensure clear, consistent communication across teams and with clients.
  

Operational Oversight and Process Facilitation:

• Manage task handoffs, workload distribution, and daily End of Shift reporting.

• Monitor performance metrics, address operational challenges, and lead meetings to ensure effective execution and continuous improvement.
  

Team Support:

• Collaborate closely with internal teams—including Recruitment, HR, and Operations—to ensure alignment and seamless execution of client requirements.

• Serve as the primary liaison between clients and the recruitment team, facilitating clear communication and fostering effective collaboration.
  

What We’re Looking For:

• 2–5 years of experience as an Account Manager, Client Success Manager, or in a similar client-facing role.

• Experience working with U.S.-based companies is required.

• Background in offshore staffing is a strong advantage.

• Familiarity with the construction or home services industry is preferred.

• Proficient in ClickUp or similar project management tools.

• Exceptional written and verbal English communication skills.

• Strategic thinker with the ability to align client strategies with broader business goals.

• Strong problem-solving skills, able to anticipate and address issues independently.

• Highly organized, capable of managing client records, tracking performance, and handling administrative tasks efficiently.

• Collaborative team player, promoting open communication and smooth coordination across departments.

• Personable and client-focused, with a talent for building lasting professional relationships

Why You’ll Love Working Here:

• Supportive Team: Join a team that values collaboration and celebrates achievements.

• Career Growth: Opportunities for professional development and advancement.

• Loyalty: Team members who worked with the founder in a prior company have followed.  Two have over 10 years with the founder.  Generous opportunities for personal and professional development without the corporate garbage that steals your soul. 

• Health & Wellness Benefits: We care about your well-being and provide resources to keep you at your best.

• Flexible Work Environment: Enjoy a balanced work-life with options for remote work.
  

Benefits:

• 80-120 Hours of PTO

• 7- Paid Holidays

• 13th Month Payroll

• Paid Philippine HMO plan

• Paid Social Security System

• Paid Philippine Health 

• Paid training

• Advancement after Proof of Mastery

• Performance Goals with advancement compensation
  
  About Us:

  At ProfitWorks, we believe that our people are the heart of our success. We are passionate about creating an environment where everyone feels valued, supported, and excited to grow. We’re looking for a Client Success Manager to join our team and help us build a world-class culture by attracting the best talent and supporting our people in meaningful ways.  Our team has two team members that have been with the founder for over ten years.  Multiple others are nearing the five-year mark. 

  What we do:

  We are a concierge accounting firm serving the home service and trades industry.  Our referrals are all word of mouth, we have a client waiting list for onboarding.  This is our fifth-year, and we still have every client we started the business with.  We do things differently.  It’s all about relationships and serving with excellence.  We build and create solutions for our clients to have a better experience with their data and accounting.  We also source talent directly to our US clients.

We can’t wait to meet you and discover the value you’ll bring to our team! If this sounds like a role you’re excited about, apply now and help us continue building a workplace we all love.