- Onboard new partners, conduct kickoff meetings and guide them through the discovery and implementation processes
- Collaborate with cross-functional teams such as account management, learning & growth, talent acquisition, technology experience, people & culture to ensure a smooth transition and effective adoption of Smartsourcing's processes and services
- Prepare client migration plan detailing the timeline including classroom-type training, process shadowing, supervised processing, independent processing, soft-cutover and hard-cutover
- Ensure the success and satisfaction of our partners through our collaboration
- Understand partners' goals, challenges, and needs and develop strategies to help them achieve their desired outcomes
- Proactively engage with partners to provide ongoing support, address any issues or concerns, and identify opportunities for expansion and development.
- Serve as partners' trusted advisor, offering best practices, insights, and recommendations to maximise their return on investment and drive partner loyalty
- Monitor partner health metrics, such as usage patterns and reported issues to identify potential risks or areas for improvement
- Leverage partner health metrics to proactively reach out to partners, offer custom recommendations and prevent churn.
- Collaborate with the account management team to identify growth opportunities, leveraging a deep understanding of partners' needs and requirements
- Nurture strong relationships with partners to drive revenue growth and achieve the business' retention and growth targets
- Review and monitor all invoicing requirements and ensure on-time collection of payments
- Oversee completeness and updates on the documentation of the partners' workflows and policies to ensure quality output and positive customer experience
- Develop associates and team leads to become A players through communication and collaboration
- A graduate of Bachelor of Science in Accountancy, preferably a CPA
- A minimum experience of 5 years from accounting & finance shared-service centre (SSC) or business process outsourcing (BPO) at either supervisory or managerial level.
- Experience in the end-to-end accounting process, month-end closing, year-end closing
- Solid knowledge in internal controls from Master Data Management, General Ledger, Intercompany, A/R and A/P
- Has implemented continuous improvement or Kaizen projects
- At least trained in Lean Six Sigma Green Belt, must be yellow belt certified
- Hands-on knowledge in capacity and utilization planning
- At least 5 years of Client Relations, Stakeholder Management, Business Development, and Process & Systems Development experience or similar
- Hands-on experience in Xero, Quickbooks or large-scale ERP systems Oracle, SAP
- Working knowledge in financial analysis such as ratio, vertical and flux
- Proficiency with Microsoft Office, GSuite and other computer applications
- Experience in documenting workflows, work instructions and processes
- Experience in constant client engagement and communication including issue resolution
- Must have undergone basic phone customer service training and workshops
- Outstanding interpersonal skills
- Strong initiative skills, working both independently and as part of a team
- Excellent skills in teamwork, leadership and communication
- Aggressive strategist with proven ability to close deals via strong and persuasive closing skills
- Strong attention to detail and accuracy
- Ability to work efficiently on simultaneous assignments under tight deadlines with minimum supervision
- Professional self-starter, high level of motivation, customer empathy and ethics
- Strong analytical and reasoning abilities
- Demonstrated success in building trust and maintaining long-term relationships
- Ability to collect and analyze data, draw conclusions, and make actionable recommendations
- Strong leadership with excellent verbal and written communication skills
- Ability to work successfully with and influence all levels of the team
- Exhibits a high degree of flexibility and ability to quickly adapt to new or unusual situations
- Strong commitment and dedication to finish the job on time
- Innovative, creative, dependable & flexible
- Result-oriented and highly analytical
- Self-starter, detail-oriented, highly organized and proactive
- Honest and with high regard for integrity
- ???? Above-industry salary package
- ???? Day Shift
- ???? Fixed weekends off
- ???? HMO coverage for you and your dependent/s after one (1) month
- ???? Free lunch every day
- Free coffee every day (latte, americano, or cappuccino) made by our in-house barista
- Sports wellness clubs including free-diving
- ???? Subsidized gym membership at Anytime Fitness
- Travel opportunities to Australia
- ???? Exclusive discounts in selected restaurants and merchants
- And so much more
-
Relationship Manager
5 araw ang nakalipas
UnionBank of the Philippines Philippines, Central Visayas, Pilipinas Buong orasBusiness Generalization · Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio. · Conducts continuing market survey to pinpoint prospective clients, determines their banking req ...
-
Relationship Manager
2 linggo ang nakalipas
Metrobank Central Visayas, PilipinasBe #InGoodHands with Metrobank · Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to d ...
-
Customer Relationship Management
5 araw ang nakalipas
Interactech Solutions Inc. Philippines, Central Visayas, Pilipinas Buong orasPurpose of Job · This role is responsible to build trusting relationships with customers and maintain a strong · engagement with them. The role will also identify opportunities to grow the customer base and · build positive relationships with new customers. · Duties and Responsib ...
-
Counselor
5 araw ang nakalipas
Tempe Elementary School District Eastern Visayas, Philippines, Pilipinas Buong orasTITLE: Counselor · Job Description · To provide guidance curriculum, student planning, responsive services and system support to students, parents, teachers and administrators to promote maximum academic, career, and social/personal growth for all students. · Qualifications · Mas ...
-
Account Manager
5 araw ang nakalipas
Hotel and Spa Essentials Inc. Philippines, Central Visayas, Pilipinas Buong orasDeveloping a solid and trusting relationship between clients and company · Resolving client issues and complaints · Developing a complete understanding of account needs · Anticipating account changes and improvements · Managing communications between clients and internal teams · ...
-
Merchant Officer
5 araw ang nakalipas
BDO Unibank Philippines, Central Visayas, Pilipinas Buong orasMERCHANT OFFICER · Duties and Responsibilities · A. Team Management · Assist the Area Manager in managing Merchant Assistant and Agents. · B. Sales Management Process · Sales and Service Call · -Establish relationship with the clients to grow business volumes and improve profit ...
-
Client Relationship Officer
5 araw ang nakalipas
East West Banking Corporation Philippines, Central Visayas, Pilipinas Buong orasAbout The Job · Location: Cebu & Bacolod · Corporate Title: Client Relationship Officer · Work Arrangement: Onsite · Our Wealth Management - Priority Banking is looking for experienced professionals to join us in Cebu & Bacolod in the role of Client Relationship Officer. · The C ...
-
Account Manager
5 araw ang nakalipas
Ardent Networks Inc. Philippines, Central Visayas, Pilipinas Buong orasCompany Description · Ardent Networks, Inc. is a leading distributor and developer of new and value-added business opportunities in the technology industry. With over a decade of experience, Ardent Networks partners with leading technology providers to deliver innovative solution ...
-
Sales Manager NA2024
5 araw ang nakalipas
RSD Human Resource Management Consultancy Philippines, Central Visayas, Pilipinas Buong orasJob Description: Sales Manager · Position Overview · A Sales Manager is responsible for leading a sales team, developing sales strategies, and achieving revenue targets for a company's products or services. This role involves overseeing the sales process, cultivating client relat ...
-
Client Relationship Officer
5 araw ang nakalipas
East West Banking Corporation Philippines, Central Visayas, Pilipinas Buong orasAbout the Job · Location: Cebu & Bacolod · Corporate Title: Client Relationship Officer · Work Arrangement: Onsite · Our Wealth Management - Priority Banking is looking for experienced professionals to join us in Cebu & Bacolod in the role of Client Relationship Officer. · The Cl ...
-
Service Assistant
5 araw ang nakalipas
Bank of the Philippine Islands (BPI) Philippines, Central Visayas, Pilipinas Buong orasThe Service Assistant is mainly responsible for assisting the Relationship Manager and the Service Officer in the performance of daily transactions, account management and maintenance tasks related to corporate loans and other corporate products availed of by clients. · Responsib ...
-
Regional Category Manager
5 araw ang nakalipas
Philippine Seven Corporation Philippines, Central Visayas, Pilipinas Buong orasCompany Description · Philippine Seven Corporation is the licensee of 7-Eleven stores in the Philippines with 714 stores as of March 2012, operating from La Union to Bicol, 60% franchised. The company's mission is to be the best retailer of convenience for emerging markets. Phili ...
-
Partnership Director
5 araw ang nakalipas
RChilli Inc. Philippines, Central Visayas, Pilipinas Buong orasOb Summary · We are seeking a highly motivated and experienced Partnership Director to drive our B2B business development efforts in the USA, Canada, Asia Pacific, Middle East and other geographies. As the Partnership Director, you will be responsible for identifying, cultivating ...
-
Client Relations Manager
5 araw ang nakalipas
Sales Rain Philippines, Central Visayas, Pilipinas Buong orasA Client Relations Manager will play a crucial role in building and maintaining strong, long-term relationships with our valued clients. Youâll be the face of our company, ensuring their satisfaction and addressing any concerns they may have. Additionally, youâll collaborate wi ...
-
B2B Sales Agent
5 araw ang nakalipas
ALEPH TALENT SOLUTIONS CORPORATION Philippines, Central Visayas, Pilipinas Buong orasJob Description: · As a Steel B2B Sales Agent, you will be instrumental in driving our company's growth by developing new · business opportunities and building strong relationships within the steel industry. Your expertise in sales · will be key to expanding our market presence a ...
-
Account Manager, EMEA
5 araw ang nakalipas
AvePoint Philippines, Central Visayas, Pilipinas Buong orasAbout AvePoint · Collaborate with confidence. AvePoint provides the most advanced platform to optimize SaaS operations and secure collaboration. More than 9 million cloud users rely on our solutions. Our SaaS solutions are also available to managed service providers via more than ...
-
Client Relations Manager
1 linggo ang nakalipas
Sales Rain Central Visayas, PilipinasSales Rain BPO Inc. is a leading provider of office space solutions and services. · A Client Relations Manager will play a crucial role in building and maintaining strong, long-term relationships with our valued clients. You'll be the face of our company, ensuring their satisfact ...
-
Mobility Supply Coordinator
5 araw ang nakalipas
Optimum Solutions Pte Ltd Philippines, Central Visayas, Pilipinas Buong orasJob Responsibilities: · ● Driver Recruitment: Identify and recruit potential drivers for our Mobility business. This includes conducting information sessions, interviews, and onboarding new drivers. · ● Driver Management: Maintain a strong relationship with our drivers. Address t ...
-
Client Services Manager
5 araw ang nakalipas
IQ-EQ Philippines, Central Visayas, Pilipinas Buong orasCompany Description · IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. · Job Description · You will b ...
-
Sales Officer
1 linggo ang nakalipas
Shipmates Central Visayas, Pilipinas Buong orasWe are looking for an additional Sales Officer to join our team and help us sell our Shipmates Fleets Product. As a Sales Officer, your main responsibility is to increase partnerships with different couriers nationwide and reach targets and goals. · What you will be doing · Gener ...
Financial Client Relationship Manager - Philippines, Central Visayas, Pilipinas - Smartsourcing
Paglalarawan
Hi We're Smartsourcing, looking for a Financial Client Relationship Manager who can work with us full-time and on-siteWhere???? Crown 7 Business Centre, Pope John Paul II Ave, Cebu City, Cebu
As a Customer Experience Manager with a Finance Background,
You will be the focal point for successfully implementing the client's extension office in Cebu, project plans, client-specific training, processes, procedures, and meeting deliverables within the Service Level Agreement (SLA) and timeline. You will have to ensure that all required KRA's/KPIs are followed and achieved. You will also organise and coordinate office operations and procedures to ensure organisational effectiveness and efficiency between the clients and Smartsourcing's Cebu team.
Some of the things we expect you to do are to:
We would need you to be or have the following:
Be a part of the Smartsourcing crew ????
Smartsourcing was born with the purpose of changing people's lives. Our goal is not only to make sure businesses grow and succeed but also, that you love where you work and thrive. We recruit, train, and support you and provide great benefits. We take pride in the fact we are an award-winning organisation, hailed as one of the best employers and workplaces in Asia as seen on Great Place to Work and HR Asia.
Here's why we think you'd love working at Smartsourcing...
At Smartsourcing, we're all about fostering a positive work environment for you. We're always looking for folks who are unafraid to be their absolute authentic selves because we value diversity and inclusion.
We're proud to be a certified Great Place to Work. We believe that we can expect the best out of you only when you're happy with where you work and what you do. This is why It is so vital for us that you have a healthy work-life balance.
Some of our company perks include: