Customer Support Specialist (M&A, US Fintech, B2B, Office-based)

Salary: P55,000 - P60,000 (Monthly package)
Schedule: Monday- Friday (8:00 PM - 5:00 AM PHT)

What are we looking for?

Skills Required:

• Associate’s degree or equivalent work experience 
• 2+ years in a relevant customer role or equivalent, strong knowledge of accounting, cap tables, finance sector, investment banking is a plus 
• A client-first attitude and love to provide customer satisfaction 
• Have excellent verbal and written communication skills with a keen eye for detail 
• Interested in financial markets or services, particularly investment banking 
• Ability to operate with a strong sense of urgency and deliver results 
• Have terrific prioritization skills to manage a variety of support tasks to help us grow as a sales organization with a customer-first attitude 

What will you do?

• Develop expertise about the platform, our clients and their business needs
• Assist in maintaining on-boarding and training development programs for customers
• Work closely with other functions including Sales, Customer Success and Product teams to ensure customer needs are met while meeting internal objectives.
• Act as an advocate, embrace a consultant approach, and display a positive attitude to connect with customers - take the time to understand your clients' needs and business priorities in order to present relevant use cases and responses.
• Respond to inbound inquiries from new customers and trial prospects, ensuring they understand how to best use the platform, including but not limited to
• Assistance with cap tables
• Assistance with searches / runs
• Document the details of each client interaction in order to improve the customer experience and drive deal closure, as well as to provide feedback to the Product team. Your role is crucial in helping Product make informed decisions by being a direct advocate for customers' needs.
• Participate in various company initiatives and projects as requested, including but not limited to
• Product regression testing
• New feature / release testing
• Data / quality testing

Join the awesome team and enjoy these benefits & perks:

• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our Client is an advanced technology platform that provides growing companies, investors, and financial institutions access to a broad spectrum of curated data to enhance capital raising, M&A transactions, and other business opportunities.

#ConnectOSRecruitment #JoinConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.