Customer Success Specialist

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

📋 Description

• Oversee the entire client success lifecycle, including onboarding, training, and ongoing engagement.

• Act as the main point of contact for clients (fund managers, partners, allocators), ensuring their satisfaction and success.

• Proactively monitor account health and resolve issues before they become significant problems.

• Collect and disseminate client feedback to enhance our products and service delivery.

• Ensure accurate client data and engagement metrics are maintained in CRM systems.

• Work collaboratively with cross-functional teams across various time zones to achieve high-quality results.

• Regularly meet or surpass client retention and satisfaction key performance indicators (KPIs).

⛳️ Requirements

• 2–4 years of experience in customer success, account management, or client services (preferably in B2B, SaaS, fintech, or financial services).

• Excellent English communication skills (near-native proficiency) — both in writing and speaking.

• Strong focus on detail, organization, and accountability.

• Comfortable collaborating remotely with global teams and clients across different time zones.

• Proficient in using CRM tools (e.g., HubSpot, Salesforce), spreadsheets, and reporting dashboards.

• Proactive and resourceful — you anticipate client needs and develop creative solutions.

• An interest in finance, private markets, or investment operations is a plus.

🏝️ Benefits

• Fully remote position with flexible working hours.

• Opportunity to engage closely with fund managers, allocators, and investors globally.

• Collaborative, high-performance, and trust-centered culture.

• Potential for growth into senior customer success or operations roles as Infra One expands.