Client Success Specialist

Job not on LinkedIn

🕒 July 16

🇵🇭 Philippines – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Logo of OptiNizers

OptiNizers

1 - 10 employees

Founded 2021

🤝 B2B

☁️ SaaS

👥 HR Tech

B2B • SaaS • HR Tech

OptiNizers is a company dedicated to helping businesses thrive by providing a range of remote talent services including executive virtual assistants, customer service, social media management, and graphic design. They emphasize optimizing and organizing business tasks to alleviate bottlenecks, enhance efficiency, and support growth. OptiNizers partners with clients to turn their business aspirations into reality, positioning themselves as allies in the entrepreneurial journey.

📋 Description

• Manage the full client and remote talent professional journey from pre-onboarding to offboarding • Review client requirements, job descriptions, and internal records to ensure alignment before onboarding • Confirm documentation and contracts are completed before onboarding • Prepare and facilitate onboarding discussions and establish clear expectations • Document client preferences, workflows, communication styles, and expectations • Conduct regular check-in calls with clients and remote talent professionals • Evaluate partnership quality, communication, workload balance, expectations, and performance alignment • Monitor deliverables, KPIs, and operational feedback to maintain service quality • Identify early warning signs and underlying causes of partnership risks • Provide feedback summaries and recommendations • Support coaching conversations to improve collaboration and performance • Propose solutions to stabilize or improve partnerships before escalation • Manage replacement and transition processes • Coordinate with Recruitment, HR, Finance, and Operations • Ensure task handover, documentation, and knowledge transfer during transitions • Oversee closure documentation and procedures when engagements end • Maintain accurate records of client and talent interactions in internal systems

🎯 Requirements

• Experience working within the remote staffing, outsourcing, or virtual talent industry is strongly preferred • Proven experience in client success, account management, partnership management, or operations roles • Strong understanding of the dynamics between clients and remote talent professionals in a service-based model • Demonstrated ability to identify operational risks and proactively resolve partnership issues • Experience conducting performance discussions, check-ins, and engagement reviews • Strong critical thinking and problem-solving abilities • Ability to identify root causes and underlying partnership risks • Excellent communication and relationship management skills • High emotional intelligence and ability to navigate sensitive conversations • Strong organizational skills and attention to detail • Ability to manage multiple client accounts simultaneously • Comfortable working in a remote, fast-paced environment with cross-functional teams

🏖️ Benefits

• Remote work arrangement • Contractor engagement

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