Customer Success – Business Operations Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee customer onboarding processes, which include NDAs, welcome packs, and necessary documentation.

• Ensure precise maintenance of customer and partner records in Microsoft Dynamics CRM.

• Assist in managing customer engagement initiatives and the “Road 2 Success” program.

• Facilitate customer communications and ensure timely follow-up actions.

• Keep customer documentation and records updated and compliant.

• Administer and uphold the integrity of data within Microsoft Dynamics CRM.

• Generate dashboards, reports, and operational insights utilizing Power BI.

• Track customer success metrics and operational KPIs effectively.

• Contribute to process enhancements through data analysis and reporting.

• Aid in the onboarding processes for suppliers and contractors.

• Maintain documentation for suppliers and ensure compliance records are up to date.

• Coordinate and support supplier audits efficiently.

• Monitor supplier performance and manage contract documentation.

• Complete client security questionnaires along with supporting documents.

• Oversee document control processes for both operational and customer-facing documentation.

• Support activities related to document classification and information governance.

• Maintain comprehensive records and forms for customer, partner, and supplier onboarding.

• Ensure all documentation adheres to internal policies and compliance standards.

⛳️ Requirements

• A minimum of 3 years of experience with Microsoft Dynamics CRM.

• Extensive experience in Power BI reporting and dashboard development.

• Exceptional organizational and administrative abilities.

• High level of attention to detail and adeptness in document management.

• Experience in managing customer onboarding or customer success administration.

• Capability to effectively manage multiple tasks and prioritize accordingly.

• Strong written and verbal communication skills.

• Experience in handling confidential and sensitive information.

• Understanding of supplier management or procurement processes (Desirable).

• Familiarity with ISO 27001, security questionnaires, or compliance-related documentation (Desirable).

• Experience in document classification and information governance processes (Desirable).

🏝️ Benefits

• Competitive compensation package.

• Comprehensive benefits offerings.

• Clear opportunities for career advancement.