Customer Success Specialist
New
PhilippinesFull-TimeMiddle
Salary2000 - 2500 USD per month
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Job Details
- Languages
- English
- Experience
- 2–4 years
- Required Skills
- SalesforceHubSpot
Requirements
- 2–4 years of experience in customer success, account management, or client services (B2B, SaaS, fintech, or financial services preferred).
- Excellent English communication skills (near-native fluency) — both written and spoken.
- Strong attention to detail, organization, and accountability.
- Comfortable working remotely with global teams and clients across different time zones.
- Proficient with CRM tools (e.g., HubSpot, Salesforce), spreadsheets, and reporting dashboards.
- Proactive and resourceful — you anticipate client needs and find creative solutions.
- Interest in finance, private markets, or investment operations is a plus.
- Based in the Philippines, accustomed to remote collaboration in an international environment.
Responsibilities
- Manage the client success lifecycle: onboarding, training, and long-term engagement.
- Serve as the primary contact for clients (fund managers, partners, allocators), ensuring satisfaction and success.
- Proactively monitor account health and address issues before they escalate.
- Gather and share client feedback to improve our products and service delivery.
- Maintain accurate client data and engagement metrics in CRM systems.
- Collaborate with cross-functional teams across time zones to drive high-quality outcomes.
- Consistently meet or exceed client retention and satisfaction KPIs.
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