Customer Success Operations Specialist - Client: B2B SaaS Technology

Department: Boutique Client

Location: Philippines

Compensation: $7.00 / hour

Description

About the Client
We partner with a cutting-edge B2B technology company that's revolutionizing the sales development landscape. Our client provides an innovative marketplace platform connecting businesses with AI-enabled sales talent, helping companies scale their outbound sales efforts efficiently. Founded in 2022, they've already proven their model with successful case studies showing superior ROI compared to traditional SDR teams.

Why this role exists
As our client experiences rapid growth in their marketplace platform, they need a dedicated Customer Success Operations Specialist to ensure smooth onboarding and ongoing success for their B2B clients. This role bridges the gap between technical platform implementation and customer satisfaction, ensuring clients can effectively leverage the platform's AI-enabled sales capabilities while maintaining high-quality service standards.

The Impact you’ll make

Client Onboarding Management

• Conduct 1-on-1 onboarding sessions with new clients


• Guide clients through internal tool setup and configuration


• Create and maintain customer training materials using ChatGPT

Process Optimization

• Update and maintain CRM (Attio) with client information


• Ensure automation workflows are properly configured and executed


• Monitor and track onboarding progress for all accounts

Customer Communication

• Respond to customer inquiries via email and Slack


• Schedule and coordinate customer meetings using Calendly


• Provide regular status updates to clients

Platform Support

• Configure customer accounts in internal tools


• Set up and manage email automation in Customer.io


• Troubleshoot basic technical issues

Skills, Knowledge and Expertise

Required:

• Minimum 1 year experience in B2B SaaS customer success or account management


• Demonstrated experience with CRM systems and customer communication tools


• Track record of managing multiple client relationships simultaneously


• Experience with process documentation and implementation


• Proven ability to learn and adapt to new technology platforms


• WFH Set-Up:
  
  
  
  • Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
  
  
  • Internet speed of at least 40MBPS
  
  
  • Headset with an extended mic that has noise cancellation and a webcam
  
  
  • Back-up computer and internet connection
  
  
  • Quiet, dedicated workspace at home
  
  
  
  
  
  

Your Superpowers:

• Technical proficiency with SaaS platforms and automation tools


• Outstanding written and verbal communication skills


• Strong attention to detail and process orientation


• Ability to prioritize and manage multiple tasks effectively


• Natural problem-solving abilities


• Patient and empathetic approach to customer service


• Self-motivated with a proactive mindset

You should apply if…

• You thrive in fast-paced, technology-driven environments


• You're passionate about helping businesses succeed with new technologies


• You enjoy being the bridge between technical solutions and customer needs


• You're naturally curious and eager to learn about AI and sales technology


• You take pride in creating efficient, scalable processes


• You're comfortable working independently while maintaining strong communication

What to expect...

Work Setup:

• Remote position


• Must have a reliable internet connection and a quiet workspace


• Required to provide own computer with Intel Core i5 or something similar or higher operating system

Working Hours:

• Flexible schedule within business hours EST timezone (40 hours per week)
  

Compensation:

• $7 per hour


• No benefits package included

Benefits