Customer Support Specialist

New

HireframeStaffing and Recruiting

PhilippinesFull-TimeMiddle

Salary not disclosed

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Job Details

2+ years of experience in an administrative, sales operations, client success, customer support, or coordinator role.
Exceptional attention to detail, particularly when working with pricing, contracts, and client information.
Experience using CRM platforms such as Salesforce or HubSpot.
Comfortable working with e-signature platforms (DocuSign, Adobe Sign, PandaDoc, etc.).
Proficient with Microsoft Office and/or Google Workspace.
Strong written communication skills with a professional, client-facing tone.
Excellent organizational and time management skills with the ability to prioritize multiple requests.
Able to work independently and maintain confidentiality when handling sensitive client and pricing information.

Prepare and format client-facing quotes and renewal proposals based on Customer Success Manager (CSM) inputs.
Generate contracts, order forms, and renewal agreements, and route documents for e-signature while tracking completion.
Maintain accurate client records in Salesforce (or similar CRM), including opportunities, renewal dates, contract details, and activity logs.
Support renewal and cancellation workflows by preparing documentation and coordinating with Client Success, Billing, and Finance teams.
Draft and send routine client communications using approved templates.
Organize and maintain shared proposal libraries, templates, and client documentation.
Coordinate scheduling and meeting logistics, including calendar invites, reminders, and meeting materials.
Proactively identify missing information, errors, or upcoming deadlines and follow up to keep projects moving.
Assist with Client Kickoffs, Quarterly Business Reviews (QBRs), and Success Plan coordination.

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