Client Success

5 days ago

Southern Manila District, Philippines Pearl Talent Full time

Client Success & Sales Support Specialist (US-based Retail) We're looking for a highly organized, proactive, and detail-oriented Client Success & Sales Support Specialist to join our team. This role will work closely with the Founder and Operations VA to ensure smooth onboarding, excellent client support, and consistent sales development operations. Role Overview Client Success (40%) Manage onboarding of new brand partners, including collecting product details, compliance documents, and assets. Deliver monthly client reports using data provided by the team. Draft and format client case studies based on client wins. Ensure all client-facing documents, decks, and trackers are accurate and professional. Sales & Business Development Support (40%) Research and organize new brand prospects and categories to support pipeline growth. Maintain and update the CRM and client pipeline trackers. Prepare decks and sales materials for founder-led pitches. Support lead generation automations through basic monitoring and reporting. Operations & Systems (Secondary) (20%) Collaborate with the VA to maintain the SOP library, dashboards, and trackers. Assist with small administrative or process improvement tasks as needed. What Success Looks Like New clients are onboarded smoothly, with all required documents collected and no confusion. Clients feel consistently supported and informed without needing to rely directly on the Founder. Sales materials and pipeline trackers remain up to date, enabling faster growth. The Founder’s time is freed to focus on strengthening retail relationships and driving strategy. Growth Path This role is designed to grow with you: 0–6 months: Learn the systems, manage onboarding and administrative tasks, support client calls, and deliver assigned outputs. 6–12 months: Take ownership of client relationships, lead selected client calls, and begin managing accounts more independently. 12+ months: Opportunity to advance into a Client Success Manager role, overseeing multiple accounts and mentoring future team members. Requirements Must-Haves: Preferably 2+ years of demonstrated experience in client success, account management, or sales support. Strong SDR or business development skills — comfortable with outreach and securing meetings. Excellent written and verbal English communication skills. Highly organized, detail-oriented, and proactive; you anticipate needs before being asked. Comfortable with tools like Google Workspace, Notion, Canva, and CRM software (training provided). Fast learner with an open mind; able to pick up and improve new tools like Instantly.ai quickly. Self-starter who thrives in a fast-paced, entrepreneurial environment. Nice-to-Haves: Experience in CPG, agency, or retail-related industries. Familiarity with ClickUp or similar CRMs. Experience drafting case studies or client-facing reports. Awareness of process optimization and internal knowledge management tools. Competitive Salary: To be discussed during the interview Remote Work: Fully remote—work from anywhere Direct Mentorship: Grow through guidance from international industry experts Learning & Development: Ongoing access to resources for professional growth Global Networking: Work and connect with professionals around the world Work-Life Balance: Flexible hours that support a healthy work-life balance #J-18808-Ljbffr

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