Customer Success Operations Specialist - Client: B2B SaaS Technology

Department: Boutique Client

Employment Type: Freelance

Location: Philippines

Reporting To: Client via Magic

Compensation: $7.00 / hour

DescriptionAbout the ClientWe partner with a cutting-edge B2B technology company that's revolutionizing the sales development landscape. Our client provides an innovative marketplace platform connecting businesses with AI-enabled sales talent, helping companies scale their outbound sales efforts efficiently. Founded in 2022, they've already proven their model with successful case studies showing superior ROI compared to traditional SDR teams.
\nWhy this role exists
As our client experiences rapid growth in their marketplace platform, they need a dedicated Customer Success Operations Specialist to ensure smooth onboarding and ongoing success for their B2B clients. This role bridges the gap between technical platform implementation and customer satisfaction, ensuring clients can effectively leverage the platform's AI-enabled sales capabilities while maintaining high-quality service standards.

The Impact you’ll makeClient Onboarding Management\nConduct 1-on-1 onboarding sessions with new clients\nGuide clients through internal tool setup and configuration\nCreate and maintain customer training materials using ChatGPT\nProcess Optimization\nUpdate and maintain CRM (Attio) with client information\nEnsure automation workflows are properly configured and executed\nMonitor and track onboarding progress for all accounts\nCustomer Communication\nRespond to customer inquiries via email and Slack\nSchedule and coordinate customer meetings using Calendly\nProvide regular status updates to clients\nPlatform Support\nConfigure customer accounts in internal tools\nSet up and manage email automation in Customer.io\nTroubleshoot basic technical issues\n

Skills, Knowledge and ExpertiseRequired:\nMinimum 1 year experience in B2B SaaS customer success or account management\nDemonstrated experience with CRM systems and customer communication tools\nTrack record of managing multiple client relationships simultaneously\nExperience with process documentation and implementation\nProven ability to learn and adapt to new technology platforms\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\n
Your Superpowers:\nTechnical proficiency with SaaS platforms and automation tools\nOutstanding written and verbal communication skills\nStrong attention to detail and process orientation\nAbility to prioritize and manage multiple tasks effectively\nNatural problem-solving abilities\nPatient and empathetic approach to customer service\nSelf-motivated with a proactive mindset\n
You should apply if… \nYou thrive in fast-paced, technology-driven environments\nYou're passionate about helping businesses succeed with new technologies\nYou enjoy being the bridge between technical solutions and customer needs\nYou're naturally curious and eager to learn about AI and sales technology\nYou take pride in creating efficient, scalable processes\nYou're comfortable working independently while maintaining strong communication\n\n
What to expect...\n
Work Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:Flexible schedule within business hours EST timezone (40 hours per week)Compensation:\n$7 per hour\nNo benefits package included\n

Benefits