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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