Customer Success Specialist - Remote (Philippines)
$24,000–$30,000 year
RemotePhilippines
Job Summary
Manage the client success lifecycle including onboarding, training, and long-term engagement for institutional clients and fund managers. Serve as the primary contact for partners and allocators, ensuring satisfaction while proactively monitoring account health to address issues before escalation. Gather client feedback to improve product delivery and maintain accurate data and engagement metrics in CRM systems. Collaborate with cross-functional teams across time zones to drive high-quality outcomes and consistently meet retention and satisfaction KPIs. This role supports Infra One's mission to build the operating backbone for private market innovators within a fully remote, international environment.
Required Qualifications
- 2–4 years of experience in customer success, account management, or client services
- 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
- Based in the Philippines, accustomed to remote collaboration in an international environment
Desired Qualifications
- B2B, SaaS, fintech, or financial services experience
- Interest in finance, private markets, or investment operations
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