People and Client success

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TYPE OF WORK

Full Time

SALARY

15000-25000 PHP

HOURS PER WEEK

TBD

DATE UPDATED

Jul 30, 2026

JOB OVERVIEW

CLIENT & PEOPLE SUCCESS EXECUTIVE
Full-Time | Client Operations & Account Management
Role Overview
The Client & People Success Lead is a client-facing operational role responsible for managing the full billing and invoicing lifecycle, driving business development through proposals, and ensuring seamless communication with clients and internal teams. The role also carries light HR responsibilities — primarily payroll administration and internal communications — making it a well-rounded position for someone who is highly organized, commercially sharp, and people-oriented.
Position Details
Job Title
Client & People Success Executive
Department
Client Operations / Account Management
Reporting To
COO / Head of Operations
Employment Type
Full-Time
Work Mode
On-site / Hybrid

Key Responsibilities
Billing, Invoicing & Client Financials (Core Responsibility)

Own the end-to-end billing cycle for all client accounts — generating, reviewing, and dispatching invoices accurately and on time
Set up billing schedules and payment terms for new and existing clients in coordination with finance
Track outstanding payments, send payment reminders, and follow up on overdue accounts professionally
Reconcile billing records with finance and resolve any discrepancies or disputes in a timely manner
Maintain organized, audit-ready records of all invoices, receipts, and financial correspondence
Prepare monthly and quarterly billing reports for leadership review

Client Communication & Email Management (Core Responsibility)
Serve as the primary point of email contact for assigned client accounts — managing inboxes, responding promptly, and escalating where necessary
Draft and send professional client-facing emails covering project updates, billing notifications, contract renewals, and general correspondence
Ensure all client communications are logged, tracked, and followed up on within defined SLAs
Proactively notify clients of any changes, delays, or important updates affecting their accounts

CLIENT CONTRACTS & SERVICE AGREEMENTS (15% of Role)
Draft, customize, and manage all client service contracts including Development
Contracts, Hosting Agreements, Maintenance Contracts, and Service Level Agreements (SLAs)
Tailor contracts to reflect specific services provided  development, hosting, maintenance, support  with clear scope, deliverables, timelines, and pricing
Coordinate with clients to discuss contract terms, address questions, and incorporate requested changes and modifications
Collaborate with leadership, legal, and finance teams to ensure contracts are legally compliant, commercially sound, and aligned with company policy
Incorporate billing details, payment terms, invoicing schedules, and pricing structures into all service contracts
Send contracts to clients via DocuSign, email, or other agreed-upon mediums; track signature status and follow up for timely execution
Maintain a centralized, organized repository of all signed and active client contracts with version control
Support contract renewals and amendments; communicate changes to all relevant stakeholders
Ensure all contracts are aligned with company service capabilities and financial terms

Documentation, Confluence & Jira Management (Core Responsibility)
Create, update, and maintain project and operational documentation on Confluence — including SOPs, meeting notes, onboarding guides, and client briefs
Log, assign, and track tasks and issues on Jira; ensure tickets are up to date and reflect accurate project status
Coordinate with the internal PMO team to ensure documentation reflects current project realities
Develop and maintain a well-organized documentation structure on Confluence for easy team access
Support project kick-offs and handovers by preparing and uploading all relevant documentation
Internal PMO Communications & Holiday Notifications

Serve as the communications coordinator for the internal PMO team drafting and sending announcements, updates, and reminders
Prepare and circulate official holiday notifications, office closures, and scheduling advisories to the PMO team and relevant stakeholders in a timely manner
Maintain an internal communications calendar to ensure no key dates, deadlines, or announcements are missed
Coordinate cross-team scheduling around holidays and leave periods to minimize project disruption

HR & People Support (Supporting Role)
Prepare and update monthly salary sheets and upload finalized data onto the payroll platform for timely salary disbursement
Generate and issue monthly salary slips to all employees accurately and confidentially
Coordinate and facilitate employee onboarding orientation sessions for new hires
Plan and host periodic HR webinars covering company policies, compliance, and employee wellness topics
Draft employment contracts,, and other HR-related documentation on confluence as needed
Maintain employee records and HR files in compliance with data privacy standards
REQUIRED QUALIFICATIONS
Education

Bachelor's degree in Business Administration, Finance, Communications, HR, or a related field
MBA or Masters in Finance or accounting will be a plus
OR equivalent professional experience (3–5 years in client operations or account management)

Experience
3–5 years in client success, account management, client operations, or a combination of these roles.
Proven experience managing client billing, invoicing, and financial correspondence
Experience drafting and managing client service contracts and agreements
Experience coordinating contract reviews, negotiations, and execution via DocuSign or similar platforms
Hands-on working knowledge of Confluence and Jira (essential)
Experience coordinating projects, managing timelines, and working in a PMO or Agile environment
Exposure to HR operations (payroll, onboarding, contracts) is a plus

Skills & Competencies
Highly organized and detail-oriented — with exceptional accuracy in billing, contracts, and documentation
Strong professional writing skills; able to draft contracts, emails, and documentation with clarity, precision, and polish
Commercially aware and results-driven — understands contracts, pricing, revenue recognition, and account growth
Proficient in Confluence, Jira, Microsoft Office or Google Workspace, and email management systems
Experience with contract management platforms and DocuSign or similar e-signature tools
Comfortable managing multiple client accounts simultaneously without close supervision
Excellent verbal and written communication skills; professional demeanor with internal and external stakeholders
Problem-solving mindset; able to identify issues early and propose solutions
Reliable, discrete, and trustworthy — especially when handling confidential contracts, billing, and payroll information
Self-starter who manages time effectively in a remote-first environment
Adaptable and collaborative; comfortable working cross-functionally with sales, delivery, finance, legal, and leadership teams

PREFERRED QUALIFICATIONS
Master's degree (MBA) or related advanced degree
Bachelor's degree in a related field (business, finance, communications, HR)
Project Management certification (PMP, CAPM) or Client Success certification
Experience in SaaS, IT services, consulting, or service-based businesses
Familiarity with Agile or fast-paced work environments
Experience with CRM tools (Salesforce, HubSpot, Pipedrive)
Experience with HRIS or payroll platforms
HR certifications (SHRM-CP, PHRi) are a bonus
Leadership or tea ---------- ntoring experience

KEY PERFORMANCE INDICATORS (KPIs)
Invoice accuracy rate (target: 99%+)
On-time invoice delivery (target: 100%)
Average days to resolve billing disputes (target:

SKILL REQUIREMENT
Billing Documentation Client Relationship Management
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