Client Relations & Account Manager | Customer Support | SaaS, Financial Services & Logistics
15+ Years Experience | Client Relations | Account Management | Customer Support | Client Onboarding | Billing | CRM | Operations
Hi, I’m Jeanit.
I’m a Client Relations and Account Manager with 15+ years of experience supporting customers, managing accounts, handling escalations, coordinating onboarding, resolving billing and payment concerns, and working closely with internal teams to make sure clients receive the support they need.
My background includes financial services, SaaS, and logistics, where I’ve supported high-value accounts and worked directly with customers, partners, and internal teams.
I’m comfortable taking ownership of the client experience from onboarding and account setup through ongoing support, billing, issue resolution, and follow-up.
I’m also open to working with businesses across different industries, including SaaS, financial services, logistics, e-commerce, professional services, agencies, and other growing businesses.
What I Can Help With
Client Relations & Account Management
Managing day-to-day client and customer communication
Acting as a primary point of contact for assigned accounts
Account management and ongoing customer support
Building and maintaining long-term client relationships
Client follow-ups and retention support
Handling customer concerns and escalations
Coordinating with sales, operations, billing, and technical teams
Keeping clients updated throughout the resolution process
Maintaining accurate account information and documentation
Making sure follow-ups and open issues do not fall through the cracks
Client Onboarding & Account Setup
I have experience supporting clients through onboarding and account setup, including:
New client onboarding
Account and team setup coordination
Collecting and organizing onboarding information
Guiding clients through onboarding steps
Sending onboarding and welcome communications
Following up on incomplete onboarding requirements
Coordinating with internal teams to complete account setup
Supporting clients during the transition from onboarding to regular use
Addressing onboarding questions and issues
Keeping onboarding progress organized and visible
Customer Support & Customer Experience<8efe80624d780eba0c6493ec45140364>Email and chat support
Customer inquiries and issue resolution
Account and subscription support
Escalation handling
Troubleshooting and issue coordination
Customer follow-ups
Refund and dispute coordination
Customer retention support
Communicating clearly with customers during difficult situations
Escalating issues to the appropriate internal team when needed
Billing, Payments & Subscription Support
I also have hands-on experience supporting billing and payment-related concerns, particularly in SaaS and service-based environments.
Billing questions and account charges
Subscription management
Payment issues
Stripe support
Refund coordination
Subscription changes
Invoice and payment inquiries
Billing disputes and escalations
Account and subscription-related concerns
Communicating billing issues and resolutions to clients
Coordinating with finance or internal billing teams
CRM & Operations
CRM management and data updates
HubSpot and Airtable
Maintaining customer and account records
Follow-up tracking
Account documentation
Customer information management
Internal coordination
SOP and process documentation
Organizing client information
Supporting sales, operations, billing, and customer support teams
My Industry Experience
SaaS
My SaaS experience includes client onboarding, account management, customer support, billing and subscription support, customer communication, troubleshooting, CRM management, and coordination with technical and internal teams.
I’m comfortable learning new SaaS products and understanding how customers use a platform so I can provide better support.
Financial Services
I have over 15 years of experience in financial services, working in a high-pressure customer environment where accuracy, confidentiality, professionalism, and proper escalation handling were important.
My experience includes supporting high-value accounts, handling sensitive customer concerns, resolving issues, and maintaining customer trust.
Logistics
My logistics experience includes account management, partner support, billing, claims, disputes, reroutes, supplies, documentation, and coordination between customers, partners, and internal teams.
Other Industries
While my strongest experience is in SaaS, financial services, and logistics, I’m open to supporting businesses in other industries, including e-commerce, professional services, agencies, online businesses, and other growing companies.
Problems I Can Help Solve
I can help businesses that are dealing with:
Customers waiting too long for responses
Unresolved customer concerns
Missed client follow-ups
Accounts falling through the cracks
Billing and payment issues
Subscription concerns
Customer escalations
Disorganized CRM records
Incomplete customer or account documentation
Poor communication between customers and internal teams
Growing customer support volume
Onboarding delays
Lack of follow-up and account visibility
My approach is straightforward: communicate clearly, follow through, keep information organized, and make sure issues are properly handled.
What This Looks Like in Practice
Depending on the role and business, I can:
Manage client and customer communication
Support new clients through onboarding
Coordinate account and team setup
Follow up on onboarding requirements
Manage ongoing customer support
Handle billing and subscription concerns
Coordinate refunds and payment issues
Maintain CRM and account records
Track unresolved issues and follow-ups
Coordinate with internal departments
Handle customer escalations professionally
Keep clients informed throughout the resolution process
Document processes and customer information
Help ensure customers receive consistent support
Why Clients Work With Me
15+ years of client relations and account management experience
Strong experience in SaaS, financial services, and logistics
Experienced with client onboarding and account setup
Experienced with billing, subscriptions, payments, and Stripe
Strong customer support and escalation-handling experience
Comfortable working with international and remote teams
Clear and professional written and verbal communication
Highly organized and detail-oriented
Strong follow-up and problem-solving skills
Comfortable working independently
Trusted to handle sensitive and confidential information
Tech-savvy and quick to learn new systems
Adaptable to different businesses and processes
Reliable and focused on long-term working relationships
Tools & Platforms
CRM & Account Management
HubSpot, Airtable
Customer Support & Messaging
Intercom, Slack
Communication & Meetings
Zoom, Google Meet
Calls & VoIP
RingCentral, Bria
Project Management & Issue Tracking
Linear
Billing & Payments
Stripe
Documentation & Productivity
Google Docs, Google Sheets, Google Drive, GitBook, Google Calendar
<8efe80624d780eba0c6493ec45140364>Email
Gmail, Outlook
Visuals & Walkthroughs
Canva, Loom
I’m also comfortable learning new platforms, tools, and internal systems based on the needs of the business.
Best Fit For
I’m interested in long-term remote opportunities where I can support clients, customers, accounts, and day-to-day business operations.
Roles that fit my experience include:
Client Relations Specialist
Account Manager
Customer Success Specialist
Customer Support Specialist
Customer Experience Specialist
Client Support Specialist
Account Support Specialist
Client Onboarding Specialist
Customer Onboarding Specialist
SaaS Customer Support
Billing & Customer Support
Customer Operations Specialist
CRM & Operations Support
Virtual Assistant for Client & Account Management
I’m open to working with businesses across different industries, with particular experience in SaaS, financial services, logistics, e-commerce, and other service-based businesses.
I’m especially interested in working with international companies and remote teams that value reliable communication, ownership, and long-term support.
My Work Style
I’m comfortable working independently and taking ownership of my responsibilities.
I believe good client support is more than simply answering messages. It means understanding the issue, following through, keeping the right people informed, documenting what happened, and making sure the customer knows what to expect next.
I’m calm when handling escalations, organized with follow-ups, and comfortable coordinating with different teams to get an issue resolved.
I’m looking for a long-term working relationship where I can become familiar with the business, its customers, and its processes and provide consistent support over time.
Availability & Rates
Availability: Open to part-time and long-term remote opportunities
Schedule: Open to weekday and weekend work depending on the role and required hours
Start: Available to start ASAP
Rates: Rates shown on my profile are PHP equivalents. Final rates are discussed in USD based on the responsibilities, schedule, required availability, and scope of work.
I’m open to discussing a suitable arrangement based on the needs of the business.
Let’s Work Together
If you’re looking for someone with hands-on experience in client relations, account management, customer support, onboarding, billing, CRM management, and account operations, I’d be happy to learn more about your business and how I can support your team.
Jeanit M.
Verified
