Sales Operations Coordinator - Client: SaaS Forms

Department: Boutique Client

Location: Philippines

Compensation: $7.00 / hour

Description

About the Client
Our client is an innovative low-code platform that enables tech companies to build customizable, developer-friendly forms for their products. Born from experience at Robinhood, they help product teams create sophisticated form experiences that match high user expectations. Their platform bridges the gap between simple form builders and complex hand-coded solutions, serving customers across the fintech, e-commerce, and technology sectors.

Why this role exists
This role is critical in supporting the company's growth by managing inbound upgrade requests and ensuring smooth customer account transitions. The position serves as a vital link between prospects and our internal systems, handling quote generation and requirement gathering to facilitate account upgrades while maintaining high customer satisfaction through professional email communication.

The Impact you’ll make

Customer Communication Management

• Interface with prospects via email regarding account upgrades


• Handle occasional phone calls with prospects when required


• Gather detailed requirements from prospects


• Maintain professional communication standards and response times

Account Upgrade Processing

• Generate accurate quotes based on customer requirements


• Use internal tools to process account upgrades


• Track and document upgrade requests

Sales Support

• Conduct basic negotiations when needed


• Provide timely responses within 24-hour SLA


• Document customer interactions and requirements

Process Optimization

• Follow established workflows for upgrade requests


• Maintain organized records of all communications


• Contribute to process improvement initiatives

Skills, Knowledge and Expertise

Required:

• Minimum 1 year of customer-facing experience in a B2B environment


• Strong written English communication skills


• Experience with CRM or similar business software platforms


• Proven track record of meeting response time SLAs


• Basic understanding of SaaS business models


• 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:

• Exceptional written communication skills with attention to detail


• Natural ability to understand and gather customer requirements


• Strong organizational skills and process orientation


• Basic business acumen for handling negotiations


• Ability to maintain professional composure in all communications


• Comfort with occasional phone communications


• Proficiency in learning and using new software tools

You should apply if…

• You thrive in a fast-paced, email-driven environment


• You're comfortable with both written and verbal communication


• You're detail-oriented and take pride in accurate work


• You enjoy helping customers achieve their goals


• You're comfortable with technology and learning new systems


• You value structure and organized processes


• You're self-motivated and can work independently

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 from 9 AM to 5 PM PST (Pacific Standard Time)


• 40 hours per week

Compensation:

• $7 per hour


• No benefits package included

Benefits