Client Success Operations Coordinator
New
T
TechnologyAdviceB2B demand generation
Location: Philippines - Remote, 9PM to 6AM PHT (Apr - Oct) or 10PM to 7AM PHT (Nov - Mar)Full-TimeEntry
Salary37,500 - 46,000 PHP per month
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Job Details
- Required Skills
- SalesforceMicrosoft ExcelGoogle SheetsCRM
Requirements
- Be highly organized and comfortable managing several programs and deadlines at once.
- Be detail-oriented when working with campaign requirements, data, and reports.
- Communicate clearly, provide useful updates, ask questions, and follow up with internal teams.
- Be proficient in Google Sheets or Excel, including managing data, building reports, and checking accuracy.
- Be familiar with Salesforce or a similar CRM, or able to learn new systems quickly.
- Be proactive about spotting issues, finding answers, and escalating problems when needed.
- Have an interest in learning how B2B demand generation campaigns work.
- Have a working laptop or PC, internet, and a backup connection.
Responsibilities
- Set up and maintain client programs in Salesforce, keeping campaign details, requirements, and timelines accurate.
- Monitor active programs, track deliverables, and flag pacing, quality, or execution issues.
- Troubleshoot campaign setup and delivery issues with internal teams.
- Prepare regular campaign reports and check data accuracy before sharing them with the Client Success team.
- Coordinate internal handoffs and follow up on open items.
- Review leads and campaign elements against program requirements and flag corrections.
- Keep campaign records and process documentation organized and up to date.
- Identify recurring issues and suggest practical workflow improvements.
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