Customer Success Specialist

4 weeks ago

Mabalacat, Philippines Allocator One Full time

Customer Success Specialist – Remote (Philippines) Infra One is the fund‑ops and technology arm of Allocator One Group, the global investing platform redefining how institutional capital reaches private markets. We provide the regulatory, administrative and technology infrastructure that enables emerging venture capital and private equity funds to scale rapidly and globally. The Role We’re seeking a Customer Success Specialist to join Infra One’s global team, working remotely from the Philippines. You’ll ensure our institutional clients and fund managers receive world‑class support and continuous value from our platform. You’ll collaborate with teams across operations, technology and investment to deliver seamless onboarding, proactive account management and scalable success outcomes. Responsibilities Manage the client success lifecycle: onboarding, training and long‑term engagement. Serve as the primary contact for clients (fund managers, partners, allocators), ensuring satisfaction and success. Proactively monitor account health and address issues before they escalated. Gather and share client feedback to improve our products and service delivery. Maintain accurate client data and engagement metrics in CRM systems. Collaborate with cross‑functional teams across time zones to drive high‑quality outcomes. Consistently meet or exceed client retention and satisfaction KPIs. Qualifications 2–4 years of experience in customer success, account management or client services (B2B, SaaS, fintech or financial services preferred). Excellent English communication skills (near‑native fluency) – written and spoken. Strong attention to detail, organization and accountability. Comfortable working remotely with global teams and clients across different time zones. Proficient with CRM tools (HubSpot, Salesforce) and spreadsheets and reporting dashboards. Proactive and resourceful – you anticipate client needs and find creative solutions. Interest in finance, private markets or investment operations is a plus. Based in the Philippines, accustomed to remote collaboration in an international environment. Benefits Mission‑driven team building the infrastructure behind global private markets. Fully remote role with flexible hours and strong international exposure. Opportunity to work closely with fund managers, allocators and investors worldwide. Collaborative, high‑performance, trust‑based culture. Room to grow into senior customer success or operations roles as Infra One scales. Compensation We offer a competitive monthly package of $2,000–$2,500 USD, depending on experience and communication proficiency. Seniority level : Associate Employment type : Full‑time Job function : Customer Service Industries : Venture Capital and Private Equity Principals #J-18808-Ljbffr

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