Account Specialist

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Esusu

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

🏠 Real Estate

🌍 Social Impact

Fintech • Real Estate • Social Impact

Esusu is a platform designed to help renters build credit by reporting their rent payments to the three major credit bureaus. By linking their bank accounts and sharing lease information, users can see their credit scores improve over time. The company offers a variety of financial tools, including financial coaching, credit education, and a marketplace that offers credit-building, auto, tax, and rental products and services. Esusu aims to create significant social impact by providing an inclusive credit-building membership for those who have been traditionally overlooked in the financial system.

📋 Description

• Customer Onboarding: Lead onboarding calls for new SMB customers, gather and validate required documentation and data, coordinate internal implementation tickets, and ensure customers are successfully launched on the platform. • Customer Engagement: Serve as the primary point of contact for SMB customers throughout their lifecycle, addressing questions, providing guidance, and ensuring a positive customer experience. • Training & Enablement: Host customer training sessions as needed to drive product adoption, user engagement, and customer success. • Renewal & Growth: Help drive customer renewals and expansion opportunities. • Reporting & Analysis: Deliver regular impact reports and dashboards to customers, highlighting program performance, value, and return on investment. • Lifecycle Coordination: Manage ongoing customer requests and account activities post-onboarding, ensuring processes are executed accurately and in accordance with company standards. • Account Health Management: Monitor customer accounts for adoption trends, satisfaction, and retention risks, proactively developing strategies to improve customer outcomes. • Process Optimization: Continuously evaluate and improve customer lifecycle processes to drive operational efficiency and enhance the overall customer experience.

🎯 Requirements

• Demonstrated experience in customer lifecycle management within a SaaS or subscription-based business environment. • Strong project management and organizational skills with the ability to manage multiple timelines and accounts simultaneously. • Excellent communication and interpersonal skills, with a proven track record of building and maintaining strong customer relationships in customer-facing roles. • Proficiency in Salesforce and other CRM systems, as well as competency with various onboarding software and data analysis tools. • A proactive and customer-centric approach to problem-solving and process improvement

🏖️ Benefits

• 💵Competitive Salary – Aligned with your experience and the PH market, administered through our Employer of Record (EOR) • ✅ Remote first work environment - Where we trust you to get your work done. Core availability expected during Eastern Time (8AM–5PM EST). • 🌴Generous PTO – Enjoy a generous paid time off policy of 12 vacation days, 12 sick leaves, and 1 birthday leave, plus a 5-day work anniversary leave (available after your first year). • 🩺Premium Health Coverage – Comprehensive HMO via iCare • 🏦 Government-Mandated Benefits – Includes SSS, PAGIBIG, PhilHealth, 13th Month Pay, Night Differential, Overtime, and Holiday Pay • 💻 Work Tools Provided – Laptop and essential work equipment included • 🫱🏾‍🫲🏽In person and virtual team get togethers - To connect with your fellow Esusu colleagues.