Client Success Operations Coordinator
New
T
TechnologyAdviceB2B technology
Location: Philippines - Remote, 9PM to 6AM PHT (Apr - Oct) or 10PM to 7AM PHT (Nov - Mar)Full-TimeEntry
SalaryMonthly Pay Range ₱37,500 — ₱46,000 PHP
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Job Details
- Required Skills
- Data AnalysisSalesforceMicrosoft ExcelGoogle SheetsCRM
Requirements
- Be proficient in Google Sheets or Excel, including analyzing and interpreting data and preparing accurate reports.
- Be familiar with Salesforce or a similar CRM, or be able to learn new systems quickly.
- Be highly organized and able to manage several programs and deadlines at once.
- Be detail-oriented when working with campaign requirements, data, and reports.
- Communicate clearly and concisely and provide relevant updates to internal stakeholders.
- Proactively spot issues, find answers, and escalate problems when needed.
- Have a working laptop or PC, internet access, 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 and analyze campaign reports, validate data accuracy, identify trends, and explain findings to the Client Success team.
- Coordinate internal handoffs and follow up on open items.
- Review leads and campaign elements against program requirements and flag needed corrections.
- Keep campaign records and process documentation organized and up to date.
- Manage requests for reports, campaign summaries, and other deliverables.
- Identify recurring issues and suggest workflow improvements.
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