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Account Specialist (PH)

Role overview

Qualifications

  • Demonstrated experience in customer lifecycle management within a SaaS or subscription-based business environment.
  • Strong project management and organizational skills with the ability to manage multiple timelines and accounts simultaneously.
  • Excellent communication and interpersonal skills, with a proven track record of building and maintaining strong customer relationships in customer-facing roles.
  • Proficiency in Salesforce and other CRM systems, as well as competency with various onboarding software and data analysis tools.

Responsibilities

  • Lead onboarding calls for new SMB customers, gather and validate required documentation and data, coordinate internal implementation tickets, and ensure customers are successfully launched on the platform.
  • Serve as the primary point of contact for SMB customers throughout their lifecycle, addressing questions, providing guidance, and ensuring a positive customer experience.
  • Host customer training sessions as needed to drive product adoption, user engagement, and customer success.
  • Help drive customer renewals and expansion opportunities.

Key facts

Other skills

  • Communication
  • Social Skills
  • Problem Solving
  • Organizational Skills

About the company

Esusu logo

Esusu

Financial Services

Esusu is the leading financial technology platform helping individuals save money and build credit. Founded in 2016, Esusu is at the forefront of paving a permanent bridge to financial access by providing financial solutions for low-to-middle income consumers. Esusu's groundbreaking rent reporting platform captures rental payment data and reports it to credit bureaus to boost credit scores. This allows tenants to build and establish their credit scores while helping property owners attract tenants, reduce turnover, and improve collections to increase their operating income. Esusu creates the community and systems needed to build credit and thrive. Learn more at www.esusurent.com and follow us on Instagram and Facebook @myesusu and on Twitter @getesusu.

Company details

Company typeScaleup
IndustryFinancial Services
Company size51 - 200

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Job description

Esusu: Building Credit Access for All

Your financial future shouldn't depend on your race, background, or zip code. Yet 45 million Americans remain "credit invisible," while countless others face denials, evictions, and predatory interest rates regularly. Esusu is changing that.

As a financial technology and data platform, we're revolutionizing financial health, identity services, and inclusive decision-making for individuals and businesses alike.

Our impact speaks volumes:

  • $50 billion in credit activity facilitated
  • 5 million+ rental units in our network
  • Trusted partnerships with leading real estate companies, government entities, fintechs, banks, and employers

Through our enterprise services, embedded products, and consumer offerings, we're creating a financial system that works for everyone—right when fintech innovation matters most. Join us in building a future where financial systems are inclusive by design, access is standard, and opportunity reaches everyone. 

Unlock Tomorrow with Esusu.

 

The Challenge

We are seeking a multifaceted Account Specialist to oversee the entire customer lifecycle for our Standard SMB accounts, from onboarding through to renewal. This critical role involves facilitating a smooth transition for new customers, managing ongoing account requirements, and executing the renewal process to maintain and grow our revenue base.

 

What will you help deliver

  • Customer Onboarding: Lead onboarding calls for new SMB customers, gather and validate required documentation and data, coordinate internal implementation tickets, and ensure customers are successfully launched on the platform.
  • Customer Engagement: Serve as the primary point of contact for SMB customers throughout their lifecycle, addressing questions, providing guidance, and ensuring a positive customer experience.
  • Training & Enablement: Host customer training sessions as needed to drive product adoption, user engagement, and customer success.
  • Renewal & Growth: Help drive customer renewals and expansion opportunities.
  • Reporting & Analysis: Deliver regular impact reports and dashboards to customers, highlighting program performance, value, and return on investment.
  • Lifecycle Coordination: Manage ongoing customer requests and account activities post-onboarding, ensuring processes are executed accurately and in accordance with company standards.
  • Account Health Management: Monitor customer accounts for adoption trends, satisfaction, and retention risks, proactively developing strategies to improve customer outcomes.
  • Process Optimization: Continuously evaluate and improve customer lifecycle processes to drive operational efficiency and enhance the overall customer experience.

 

Qualifications

  • Demonstrated experience in customer lifecycle management within a SaaS or subscription-based business environment.
  • Strong project management and organizational skills with the ability to manage multiple timelines and accounts simultaneously.
  • Excellent communication and interpersonal skills, with a proven track record of building and maintaining strong customer relationships in customer-facing roles.
  • Proficiency in Salesforce and other CRM systems, as well as competency with various onboarding software and data analysis tools.
  • A proactive and customer-centric approach to problem-solving and process improvement

 

Competitive Benefits That Support You

At Esusu, we invest in our people with benefits designed to help you thrive both personally and professionally. For our Philippines-based team members, we partner with an Employer of Record (EOR), a third-party organization that manages payroll, taxes, and compliance on our behalf.

  • 💵Competitive Salary – Aligned with your experience and the PH market, administered through our Employer of Record (EOR)
  • ✅ Remote first work environment - Where we trust you to get your work done. Core availability expected during Eastern Time (8AM–5PM EST).
  • 🌴Generous PTO – Enjoy a generous paid time off policy of 12 vacation days, 12 sick leaves, and 1 birthday leave, plus a 5-day work anniversary leave (available after your first year).
  • 🩺Premium Health Coverage – Comprehensive HMO via iCare
  • 🏦 Government-Mandated Benefits – Includes SSS, PAGIBIG, PhilHealth, 13th Month Pay, Night Differential, Overtime, and Holiday Pay
  • 💻 Work Tools Provided – Laptop and essential work equipment included 
  • 🫱🏾‍🫲🏽In person and virtual team get togethers - To connect with your fellow Esusu colleagues.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 

© Esusu Inc. All rights reserved, Esusu is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, gender identity, sexual orientation, age, disability, veteran status, or other applicable legally protected characteristics. We encourage people of different backgrounds, experiences, abilities, and perspectives to apply.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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