Customer Success Specialist - Freelance, Remote

Department: Boutique Client

Location: Philippines

Compensation: $7.00 / hour

Description

About the Client
An innovative fintech company specializing in payment solutions, currently in its growth phase. Their mission is to provide streamlined payment processing services while maintaining high standards of customer support and satisfaction. This technology-driven company emphasizes automation and efficient processes to deliver superior payment solutions to their clients.

Why this role exists
We're seeking a Customer Success Specialist to be the primary point of contact for clients while supporting the company's sales and customer service initiatives. This role is crucial in maintaining strong client relationships, ensuring successful payment processing operations, and driving business growth through excellent customer support. The ideal candidate will become an integral part of the business, working closely with the client to learn and master the intricacies of payment processing operations. The position will help address the need for reliable, client-facing support while contributing to the company's expansion through sales and automation efforts.

The Impact you’ll make

Customer Success Management

• Serve as the primary point of contact for client inquiries


• Handle client-facing interactions professionally and efficiently


• Ensure customer satisfaction through proactive support


• Manage customer relationships and maintain regular communication


• Master payment processing systems to provide expert support

Sales Support

• Manage lead confirmation process


• Schedule and coordinate appointments


• Support sales initiatives and follow-ups


• Convert prospects into satisfied customers


• Build and maintain strong client relationships

Social Media Management

• Create and manage social media content


• Handle direct messaging across platforms


• Engage with audience and maintain brand voice


• Support social media growth initiatives


• Drive engagement through consistent communication

Process Automation

• Assist with automation setup and management


• Work with tools like Zapier and Make.com


• Support process improvement initiatives


• Maintain and update CRM records in Go High Level


• Streamline operational workflows

Measure of Success

• Successful integration into the business within the first 30 days


• Quality of customer interactions and satisfaction levels


• Effectiveness in handling client inquiries and issues


• Success in supporting sales initiatives


• Efficiency in managing automation and processes


• Demonstrated ability to learn and apply payment processing knowledge

Skills, Knowledge and Expertise

Required:

• Previous experience in customer success or account management


• Demonstrated background in payment processing


• Strong sales support experience


• Proficiency with automation tools (Zapier, Make.com)


• Experience with CRM systems


• Must be U.S.-based


• 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 Skills:

• Proficiency with Zapier and Make.com


• Experience with Airtable


• Expertise in Go High Level CRM


• Social media management capabilities


• Payment processing knowledge

Soft Skills:

• Excellent customer service orientation


• Strong communication abilities


• Sales acumen


• Problem-solving mindset


• Quick learning capabilities


• Attention to detail


• Adaptability and eagerness to learn

You should apply if…

• You have a passion for customer success in the fintech industry


• You thrive in fast-paced, growth-oriented environments


• You're comfortable with both technical and customer-facing tasks


• You enjoy working with automation tools


• You're excited about joining a company in its growth phase


• You're eager to learn deeply about payment processing systems


• You're looking for long-term growth with a growing business

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:

• Monday to Friday, 9 AM to 5 PM CST (Central Standard Time)


• 40 hours a week

Compensation:

• $7 per hour


• No benefits package included

Benefits