Customer Success Specialist
- Location
- Philippines
- Desired Salary
- Unspecified
- Work preference
- Full Time
- Links
- Not set
- Status
- Actively looking
- Field / Industry
- Admin & Virtual Assistant
About Me
I am a results-driven professional with experience in account management, sales, and administrative support within the IT industry. My background includes working with cybersecurity services and currently focusing on WordPress hosting solutions. I am skilled in client management, handling quotes, and improving internal processes to enhance efficiency.
I have a strong certification in SAP Business One and possess knowledge of financial and accounting systems, which complements my technical and administrative expertise. Throughout my career, I have managed diverse international client portfolios, including Australian clients, ensuring tailored communication and service continuity.
In my current role as a Customer Success Specialist at WPEngine, I manage client accounts, support renewals, and collaborate with cross-functional teams to deliver a seamless customer experience. I am proactive in monitoring customer health to prevent churn and encourage renewals, while also contributing to onboarding, training, and product adoption initiatives.
Previously, I worked as an Account Manager at Iboss Asia Inc., where I handled the entire sales process from proposals to closing deals, supporting revenue growth and customer satisfaction. I streamlined sales cycle processes and provided critical administrative support for client campaigns.
I also gained hands-on experience during my internship at Tarlac State University, working with SAP Business One in financial accounting processes. Additionally, I have part-time experience as an Admin Clerk, performing clerical and recruitment support tasks.
My technical skills include account management, quotation and proposal preparation, SAP Business One, Microsoft Office, and various CRM systems such as Zendesk, Salesforce, and SalesLoft. I am certified in SAP Business One and hold certifications related to cybersecurity and Zero Trust frameworks.
I am committed to continuous learning and professional growth, aiming to leverage my skills and experience to contribute effectively to my organization and clients.
Skills
Communication SkillsSalesforceTime ManagementAccount ManagementProcess ImprovementMicrosoft OfficeCustomer SuccessJiraTrainingNetworkingCustomer SupportData EntrySlackClient ManagementZendeskUpsellingFinancial Accounting
Education
Bachelor of Science in Accounting Information System
CHED – Tulong Dunong Program (TDP) Scholar
General Academic Strand
Elementary
Experience
Managed a portfolio of client accounts, ensuring satisfaction and timely renewal of service contracts. Successfully managed a diverse international portfolio including Australian clients. Acted as primary contact for customers, providing expert support for managed WordPress hosting solutions. Educated customers on platform features, performance optimization, and security best practices. Collaborated with support, engineering, and product teams to ensure seamless customer experience. Monitored customer health and proactively engaged to prevent churn and encourage renewals. Contributed to customer onboarding, training, and product adoption initiatives. Maintained detailed records of customer interactions using CRM tools (Salesforce, Zendesk, SalesLoft, Gong). Supported account growth by identifying upselling or cross-selling opportunities.
Managed entire sales process from proposal to closing deals, ensuring revenue growth and customer satisfaction. Handled client account renewals, upselling, and resolving customer inquiries. Assisted clients with technical issues, training requests, and service enhancements. Worked extensively with clients across various international regions including Australia. Provided critical administrative support by ensuring accurate and timely preparation of quotations and proposals. Streamlined internal processes for proposals and quotations, improving sales cycle efficiency.
Gained hands-on experience in financial accounting processes using SAP Business One. Performed accounting and banking tasks ensuring compliance with financial procedures. Assisted in managing and analyzing financial records.
Performed clerical and administrative tasks including filing, data entry, and document management. Assisted with screening and interviewing candidates, supporting recruitment and HR processes. Provided general office support and communication tasks. Provided administrative and operational assistance for local promotional campaigns and event coordination. Gained exposure to promotions industry and client-facing event support.