Client Success

This is a remote position.

If this opportunity excites you and your skills align with the role, we'd love to learn more about you.

You can begin the application process right away by completing a short, self-paced video interview with "Alex," our AI interviewer. This helps us fairly assess your experience, communication style, and fit for the role.

Start the interview here: 

Note: Applications without a video interview will not be processed.

About the Role

We're hiring a Client Success / BDM (+ BI & Admin Support) specialist to manage client relationships, deliver operational insights via Power BI, and support internal coordination through admin and reporting tasks. You'll be the link between clients, the sales/business development function, and internal teams — ensuring smooth communication, data-driven decision-making, and process efficiency.

This role is perfect for someone who thrives in multi-hat roles — blending customer success, operations analysis, and business support — while staying calm and professional under pressure.

Why You'll Love This Role

• Work directly with clients to resolve challenges and maintain strong relationships.
• Build and maintain impactful Power BI dashboards that drive operational decisions.
• Learn and apply automation tools to improve efficiency and reporting accuracy.
• Gain exposure to sales, operations, and business development functions in one role.
• Be part of a lean, agile team where you can take initiative and own outcomes.

Key Responsibilities

• Build and maintain Power BI dashboards for operational and performance reporting.
• Manage client communications, including handling objections and ensuring follow-up.
• Coordinate internal business tasks such as scheduling, documentation, and tracking.
• Perform light admin duties with high accuracy and attention to detail.
• Use tools like Power Automate or Excel to automate repetitive tasks.
• Support business development activities by preparing proposals, reports, and CRM updates.
• Maintain professionalism when working with demanding or challenging clients.

Performance Milestones

First 30 Days

• Deliver first live Power BI dashboard with core operational metrics.
• Learn internal CRM and admin processes, supporting at least two client projects.

By Day 60

• Independently handle client status calls, resolving at least 80% of issues without escalation.
• Implement at least one process automation or reporting improvement.

By Day 90

• Consistently deliver accurate weekly and monthly reports ahead of deadlines.
• Take ownership of at least one client account or business development initiative.

Key Performance Objectives (KPOs)

• Reporting Accuracy: ?98% error-free dashboards and reports.
• Client Retention: Maintain client satisfaction scores ?8/10.
• Process Improvement: Implement 2+ workflow automations in first 6 months.
• Task Turnaround: Complete assigned admin and reporting tasks within SLA 95% of the time.

Competency

What We're Looking For

Weight

Client Communication & Relationship Management

We're looking for someone who can engage with clients professionally, handle objections with confidence, and ensure timely follow-up that builds trust.

25%

Power BI Reporting & Data Analysis

We're looking for someone who can design, maintain, and interpret Power BI dashboards that drive operational and business decisions.

20%

Process Automation & Efficiency

We're looking for someone who identifies repetitive tasks and applies automation tools (e.g., Power Automate, Zapier) to save time and improve accuracy.

20%

Administrative Coordination & Multitasking

We're looking for someone who can manage multiple admin tasks, scheduling, and documentation while maintaining a high degree of accuracy.

15%

Internal Collaboration & Resilience

We're looking for someone who works well under pressure, coordinates across departments, and maintains composure in challenging client situations.

20%

Tools You'll Use

• Data & Reporting: Power BI, Excel
• Automation: Power Automate, Zapier (bonus)
• CRM: HubSpot, Salesforce, or similar
• Project Management: Trello, Asana, or
• Communication: Zoom, Microsoft Teams, Email platforms

• 1–3 years' experience in customer success, operations, or sales coordination.
• Strong verbal and written communication skills; comfortable handling objections.
• Experience building dashboards and reports in Power BI.
• Familiar with automation tools and spreadsheet-based problem-solving.
• Ability to manage multiple priorities in a fast-paced, lean environment.
• Resilient, proactive, and solutions-oriented.
• Bonus: Project management background or certifications.

At Remote Workmate, we specialise in connecting skilled Filipino talent with offshore opportunities, accelerating and forging future-ready careers.

We believe that top talent deserves more—and we offer rewards and opportunities that reflect your true value.

As pioneers in the BPO industry, we're redefining remote work by focusing on quality, strategic alignment, and long-term success. Unlike traditional BPOs, we prioritise finding the right fit over speed, ensuring that our talent becomes a true extension of our clients' teams.

Joining Remote Workmate means more than just a job—it's an opportunity to be part of something transformative. If you're ready to develop smart strategies, harness the power of technology, and take on leadership roles, this is where your career will thrive.