Sales Support & Customer Success Specialist
Philippines. Metro Manila, Philippines, AU-time coverage, AU-led schedule with PH overlap; occasional split-shiftContractMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 2+ years
- Required Skills
- HubSpotNetSuiteAsana
Requirements
- Minimum 2+ years in Sales Support / Customer Success / Sales Ops (B2B preferred)
- HubSpot proficiency: shared inbox/Conversations, deals/pipelines, properties, lists, simple workflows, basic dashboards/reporting
- Proven quote coordination (intake → approvals → issue → revision control)
- Excellent written/spoken English; confident on customer calls and executive updates
- Tooling: HubSpot, Asana, Box/Drive, Microsoft 365 (NetSuite exposure a plus)
- High attention to detail (templates, versioning) and strong follow-through
Responsibilities
- Own inbound & triage: Monitor HubSpot inbox/queues, acknowledge within SLA, clarify scope via checklists, set next steps; qualify/route leads and log all activity.
- Quote coordination (SOP-driven): Create quote requests in HubSpot and Asana, organize files in Box, coordinate pricing with Estimating, manage approvals, issue quotes, track revisions, and keep an auditable trail.
- Customer comms & phone coverage: AU-time coverage to answer/triage calls, schedule follow-ups, and send professional updates.
- Post-PO handoff & onboarding: Validate POs, set up jobs/accounts, hand off to NetSuite/Operations, send onboarding instructions, and coordinate delivery/installation milestones.
- Install quality support (Build Pass): Admin access, checklists, photo/compliance capture; chase gaps and escalate early.
- Systems hygiene & reporting: Keep HubSpot properties/deals pristine; maintain Asana tasks and Box structure; produce weekly dashboards (SLA, quote cycle time, PO handoffs, compliance).
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