Job Description

 About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest-growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client:

The client provides a leading expense management and AP automation SaaS solution designed for the modern workforce. Their technology enables organizations to manage corporate expenses and invoices, automate manual tasks, ensure compliance, and optimize efficiency. Their customers include startups, SMBs, and enterprises such as Microsoft, Pinterest, Bosch, the Bill & Melinda Gates Foundation, and Estee Lauder, serving over 18,000 customers and 12 million users globally.

About the Role:

The Customer Success Manager is responsible for ensuring the long-term success and satisfaction of a portfolio of customers post-sale. This role involves demonstrating the value of the client’s solutions, identifying opportunities for expansion, and proactively driving customer retention. The CSM serves as the primary point of contact for customers, providing guidance, strategic recommendations, and support to help them achieve business goals. This position requires strong client-facing skills, the ability to navigate complex internal processes, and a proactive approach to problem-solving.

What you’ll do

• Deliver an exceptional, industry-leading customer experience
• Act as the primary liaison between customers and internal teams
• Provide product education, training, and best practices
• Lead customer onboarding, business reviews, and engagement activities
• Proactively identify and address complex issues
• Manage and optimize internal processes
• Take ownership of escalations
• Use Gainsight and Salesforce for record-keeping and opportunity identification
• Identify upsell and cross-sell opportunities
• Oversee the customer cancellation process and retention strategies
• Conduct product demonstrations and provide industry insights

What You Bring

• Bachelor’s Degree required
• 3-5 years of experience in customer success, account management, or similar customer-facing roles within a SaaS environment
• Strong client-facing communication and interpersonal skills
• Excellent problem-solving abilities
• Effective time management skills
• Proficiency in Microsoft Excel, Word, PowerPoint, and Google Suite
• Experience with Salesforce and Gainsight preferred
• Familiarity with ZenDesk and collaboration software like Confluence is a plus
• Proficiency in video conferencing platforms such as Zoom or GoToMeeting
• Strong negotiation skills with a proven ability to manage quotas and drive customer growth
• Ability to navigate internal processes and work cross-functionally

Our Hiring Process & AI Disclaimer: We use AI tools to streamline our application process—including an initial conversation with an AI Interviewer. All hiring decisions are made entirely by humans: our Talent Acquisition team guides your full candidate journey and makes all evaluation decisions.

You are welcome to use AI for CV refinement and research, but real-time AI assistance during interviews or skill assessments is strictly prohibited to ensure an authentic evaluation.

Read our full AI Disclaimer to learn more

What You’ll Get

At Penbrothers, we are obsessed with creating positive employee experiences. Here you’ll find an environment that nurtures learning and provides opportunities for growth. You’ll have the opportunity to make an impact on fast-growing startups and dynamic companies.

· Meaningful work & Growth: We take every opportunity to stretch ourselves and deliver an excellent client experience.

· Employee as our biggest asset: We are genuinely invested in our people’s career and welfare.

· Global reach & local impact: Get to work with high-growth startups and dynamic companies from the comfort of your own home.

· Powering global startups: We’ve created 1,400 Filipino jobs that empower global start-ups to focus on growth.