Customer Success Coordinator | For Pooling

Business Development Cebu, Philippines


Description

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Overview of the Role
This role requires a proactive and highly organised individual who is passionate about member success and is adept at using technology to enhance engagement and operational efficiency.
Main duties include:
  • Effective Member Onboarding:
    • Successfully conduct Enquiry (triage) calls with new leads, to determine if they’re a good fit for The Growth Alliance. Book in Strategy Call with a coach or refer elsewhere if unsuitable.
    • Successfully conduct Enrolment calls with new members after sales are finalised, ensuring a warm welcome and understanding of the next steps.
    • Set up and manage all necessary logins and access for new members, coordinating closely with technical teams for training and process improvement.
  • Engagement and Activity Monitoring:
    • Co-ordinate bookings of members into sessions and events, ensuring members are engaging with the program 
    • Maintain an engagement matrix/tracker to monitor members' involvement in events, interactions in Facebook groups, and usage of the member portal, utilising tools.
    • Monitor and assess engagement scores and highlight members who require additional support or intervention. Implement AI tools to assist as soon as they’re available.
  • Member Support and Intervention:
    • Ensure members update their monthly progress in their performance dashboards. 
    • Identify members falling behind targets or showing signs of reduced engagement and initiate contact to offer support, and if necessary, schedule a Get Unstuck call with a coach.
    • Refer members to the right content to suit their needs and enquiry
    • Liaise with Coaching and Consulting internal marketing team to design communications and deploy where appropriate.
  • Ascension Tracking:
    • Monitor member growth and identify individuals ready for progression to higher tiers of membership, mainly targeting potential invitees for the Captains Forum.
  • Event Management Support:
    • Assist in the planning and coordinating of events, ensuring venues are booked and logistics are handled well in advance (at least 12 months ahead wherever possible).
  • Feedback Collection and Enhancement:
    • Systematically collect and report on member feedback.
    • Actively develop solutions to improve the feedback score based on member suggestions.

Key Competencies:

  • Strong Communication Skills: Ability to communicate with members and team members, ensuring understanding and efficient collaboration.
  •  Attention to Detail: Meticulously manage multiple tasks and monitor numerous data points without compromising quality. Our Member Success Co-ordinator will need to maintain deep knowledge of the resources that are available in TGA at all times.
  •  Problem-Solving Skills: Quickly identify issues and develop effective solutions to enhance member satisfaction and engagement.
  •  Organisational Skills: Efficiently manage time and resources to meet deadlines and prioritise tasks effectively.
  •  Technological Proficiency: Comfortable using and learning new technologies that facilitate member engagement and tracking. Understanding of Microsoft Excel, data-mapping and Power BI desirable, however not required.
Successful applicants should: 
  • Bachelor's/College Degree, any field
  • At least 3-5 years of relevant experience in Client Relations 
  • Stakeholder Management - experience dealing with various stakeholders in a global perspective
  • Basic knowledge and skills in using and navigating CRM platforms (e.g Salesforce)
Non-negotiable requirements:
  • Internet Connection of at least 15 Mbps
  • Residence within Cebu and Cagayan de Oro City
Benefits you and your family can enjoy: 
  • Salary increments on the 6th and 12th months, with annual performance appraisals
  • 500K per incident HMO coverage + Dental & Optical benefits 
  • Career growth opportunities
  • 2-week paid Christmas vacation
  • 25K Educational Assistance 
  • Referral bonuses
  • Training and equipment will be provided
  • Fixed Schedule of Mon-Fri from 7 AM to 4 PM