Client Operations Specialist
New
C
Cardinal EducationEducational Consulting
Philippines, US Pacific Standard Time (PST)Full-TimeMiddle
Salary750 USD per year
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Job Details
- Experience
- At least 2 years
- Required Skills
- SalesforceProject CoordinationGoogle WorkspaceAsanaNotionClient relationship managementProcess improvement
Requirements
- Willing and able to work a dedicated night shift schedule aligned with US Pacific Standard Time (PST) hours.
- At least 2 years of hands-on experience in a client-facing or process-driven role (Account Management, Customer Success, Operations Coordination, Project Coordination, or Implementation).
- Exceptional written and verbal communication skills.
- Strong organizational skills and attention to detail.
- Empathetic, service-oriented mindset with a bias toward action and follow-through.
- Ability to multitask and manage multiple client relationships in a fast-paced environment.
- Salesforce experience is a strong plus.
- Track record of operations and process improvement, including building or streamlining workflows.
- Experience with project management software such as Monday.com, Asana, or Notion.
- Comfort working across multiple platforms including Google Workspace and CRM/billing systems.
Responsibilities
- Serve as the primary point of contact for families after the initial onboarding, managing ongoing service delivery and communication.
- Conduct regular client check-ins and provide timely, personalized support to maintain high levels of satisfaction and engagement.
- Track client engagement and service quality, maintain accurate records, and recommend additional support to improve outcomes and retention.
- Coordinate service launches and scheduling by aligning with internal teams, maintaining updated documentation, and addressing any issues to ensure a smooth client experience.
- Identify opportunities to improve or automate recurring workflows and help implement process improvements across the client operations lifecycle.
- Work closely with Sales and Marketing to align messaging, share client insights, and support continuous improvements to the client experience.
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