Client Success Manager

About Us
At ProfitWorks, we genuinely believe that our people are the heart of everything we do. We’ve focused on building a workplace that feels less like a corporate machine and more like a community, creating a space where you’re supported, heard, and actually excited to grow. We aren't big on empty promises and prefer to let our history speak for itself. We’re incredibly proud that two of our tea ---------- mbers have been with our founder for 13 years, while many others are nearing their 6th anniversary. It’s a steady, welcoming environment where people don’t just pass through, they stay and thrive.

At ProfitWorks, we make sure our contractors can focus on what they do best by providing the security, support, and balance you deserve. To back that up, we offer a generous package including 80–120 hours of PTO, 7 paid holidays, 13th-month payroll, and life insurance up to ?100,000. Your well-being is a top priority, so we cover a paid Philippine HMO & Dental plan, your Annual Physical Exam (APE), mental health consultation reimbursements (up to ?20,000/year), and SSS, PhilHealth, or Pag-IBIG reimbursements.

Beyond financial and health security, we invest directly in your career through a comprehensive, fully compensated onboarding program, clear performance goals with advancement compensation, and opportunities for advancement after proof of mastery. If you’re looking for a team that prioritizes real connections, long-term stability, and continuous support, we’d love to hear from you. Come say hi and see if ProfitWorks is the right fit for you!

Role Overview

The Client Success Manager (CSM) serves as a vital strategic pillar bridging client relationship management, end-to-end talent acquisition, and operational service delivery. Working in close alignment with the CEO, the CSM translates company vision into actionable operational and growth strategies. The CSM takes full accountability for managing the entire client lifecycle—from identifying high-value prospects, conducting initial discovery calls, and crafting tailored proposals, to overseeing offshore candidate screening, recruitment, and seamless onboarding.

Beyond initial integration, the CSM acts as the primary client liaison, proactively managing client concerns, leading cross-functional teams (including Recruitment, HR, and Operations), and enforcing service quality through continuous performance monitoring, daily End-of-Shift reporting, and KPI tracking. By combining strategic workforce planning with hands-on process optimization, the CSM ensures exceptional service delivery, drives long-term client retention, and unlocks sustainable account growth across ProfitWorks' accounting and staffing solutions.


Key Responsibilities

1. Client Engagement, Relationship & Account Growth
Lead discovery calls and business development conversations with prospects to understand hiring, accounting, and operational requirements.
Manage the full client journey, acting as the primary point of contact for all client inquiries, feedback, and strategic account planning.
Foster long-term relationships and drive client retention through proactive communication, regular workforce alignment, and exceptional service delivery.
Support proposal development, agreement management, and account expansion opportunities with existing U.S. clients.

2. End-to-End Talent Acquisition & Onboarding
Partner directly with clients to define staffing needs, draft custom job profiles, and establish recruitment timelines.
Oversee recruitment and candidate screening workflows alongside internal sourcing teams to match top-tier offshore talent to client requirements.
Facilitate seamless onboarding, system integration, and task handoffs between clients and placed offshore contractors.

3. Performance Monitoring, Quality Assurance & Operations
Establish, track, and analyze client and team KPIs, daily reports, and End-of-Shift summaries to evaluate performance.
Proactively identify operational bottlenecks, performance gaps, or service friction points, delivering data-driven solutions and process improvements.
Utilize project management tools (e.g., ClickUp, HubStaff, Time Doctor) to manage workload distribution, task execution, and team productivity.

4. Cross-Functional Team Leadership & Coordination
Collaborate closely across internal units—including Recruitment, HR, Operations, and Virtual Support teams—to ensure complete alignment with client expectations.
Lead internal syncs and alignment meetings to streamline communication, share feedback, and resolve challenges.
Provide coaching, support, and guidance to tea ---------- mbers to maintain high service quality and continuous professional growth.


What We’re Looking For

Experience & Expertise
Experience: 3–5+ years in Account Management, Client Success, Operations Management, or offshore talent delivery.
U.S. Market Experience: Demonstrated background working directly with U.S.-based business owners, executives, or offshore staffing models.
Domain Context: Prior exposure to accounting/finance, construction, home services, mortgage, or non-tech client services is a strong advantage.

Skills & Tool Proficiency

Project & Ops Management: Hands-on experience with ClickUp, Time Doctor, Google Workspace, and MS Office.
Recruitment & Sourcing: Solid grasp of end-to-end recruitment pipelines, candidate screening, and workforce planning.
Communication: Superior written and verbal English communication skills, with confidence leading client presentations and discovery calls.
Strategic & Critical Thinking: Able to analyze complex client requirements, design scalable operational frameworks, and resolve problems independently.

Why You Will Love Working Here
Supportive Team & Mentorship: Work alongside a collaborative, growth-oriented team with clear guidance from implementation leadership.
Continuous Learning: Deepen your expertise daily with cutting-edge AI tools, automation platforms, and complex integration projects.
Career Growth: Real opportunity to progressively step into larger implementation, governance, and systems responsibilities over time.
Flexible Remote Work: 100% remote setup within a highly collaborative US-Philippines hybrid working environment.
Real Impact: Your work directly dictates how efficiently and successfully our business scales.

Perks:
80-120 Hours of PTO
7 Paid Holidays
13th Month Payroll
Life insurance of up to Php100,000
Paid Philippine HMO & Dental plan
Paid Annual Physical Exam (APE)
Mental Health Consultation Reimbursement up to ?20,000/year (capped at ?2,000 per session for up to 10 sessions)
Social Security System Reimbursement
PhilHealth or PagIbig Reimbursement
Comprehensive, fully compensated onboarding program
Advancement after Proof of Mastery
Performance Goals with advancement compensation


We can’t wait to meet you and discover the value you’ll bring to our team! If this sounds like a role you’re excited about, apply now and help us continue building a workplace we all love.