Customer Account Specialist (Philippines Hybrid)

TL;DR

Customer Account Specialist (Customer Care & Sales): Liaises with small business accounts and internal departments to transition from sales to support phase with an accent on case management, Salesforce monitoring, and relationship building. Focus on proactive communication, account retention, sales collaboration, and proposing product expansions.

Location: Philippines Hybrid. For hybrid positions, dedicated workspace required with minimum internet speeds (120mbps download, 10mbps upload); must be on camera for training and meetings.

Company

Global leader in background screening and identity solutions.

What you will do

• Handle timely case management and inquiry resolution in Salesforce, adhering to SLAs.
• Monitor, update, and maintain Salesforce accounts, files, and cases.
• Provide proactive customer communication and follow-ups.
• Deliver reports on time and collaborate with sales on leads for revenue growth.
• Manage account retention by nurturing relationships with decision-makers.
• Gather customer feedback, propose product expansions, and partner on enhancements.

Requirements

• Exclusively open to internal applicants.
• Minimum 2 years call center or related experience preferred; proven case management or customer service.
• Proficiency in Salesforce or similar CRM; familiarity with productivity software and call center tech.
• Strong communication, interpersonal, problem-solving, and analytical skills.
• High proficiency in MS Office (Outlook, Word, Excel, PowerPoint).
• Ability to manage multiple tasks, build relationships, and work collaboratively.

Culture & Benefits

• Equal opportunity employer committed to diversity and inclusion.
• Equipment provided; hard-wired internet required for remote/hybrid work.
• Team-based support for any customer, fostering flexibility.