Customer Success Specialist – SaaS

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

📋 Description

• Respond promptly to new trial registrations within 5 minutes to guarantee immediate engagement.

• Oversee a busy outbound calling schedule, making over 30 calls daily to trial users and inactive accounts.

• Take ownership of the onboarding process by arranging a minimum of 4 training sessions and conducting over 2 live sessions each day.

• Assist new users in setting up the platform within their first 72 hours to promote long-term retention.

• Actively track account health to identify and engage with at-risk users before they decide to churn.

• Ensure impeccable CRM management by documenting every interaction and update within HubSpot.

• Actively encourage accounts towards activation and expansion while gathering daily customer testimonials.

⛳️ Requirements

• Proven track record in a high-volume outbound calling environment (30+ calls/day).

• Previous experience in Customer Success, SaaS onboarding, or Sales Development (SDR).

• A proactive "speed-to-action" mindset with the capability to work independently without micromanagement.

• Exceptional discipline in CRM management (experience with HubSpot is a considerable advantage).

• Ability to troubleshoot technical software issues and assist non-technical users during setup.

• Availability to work during US Pacific Standard Time (PST) hours.

• Over 3 years of experience in a B2B SaaS environment.

• Proven history of managing and converting trial users into paid accounts.

• Familiarity with the restoration industry or franchise models (e.g., SERVPRO).

🏝️ Benefits

• Competitive salary with opportunities for advancement.

• Performance-based bonuses tied to client retention, account growth, and referrals.

• Become part of a rapidly growing company dedicated to achieving measurable results and providing outstanding client experiences.

• Ongoing development through professional mentorship.