Sales Operations Coordinator - Client: SaaS Forms

Department: Boutique Client

Employment Type: Freelance

Location: Philippines

Reporting To: Client via Magic

Compensation: $7.00 / hour

DescriptionAbout the ClientOur client is an innovative low-code platform that enables tech companies to build customizable, developer-friendly forms for their products. Born from experience at Robinhood, they help product teams create sophisticated form experiences that match high user expectations. Their platform bridges the gap between simple form builders and complex hand-coded solutions, serving customers across the fintech, e-commerce, and technology sectors.
\nWhy this role exists
This role is critical in supporting the company's growth by managing inbound upgrade requests and ensuring smooth customer account transitions. The position serves as a vital link between prospects and our internal systems, handling quote generation and requirement gathering to facilitate account upgrades while maintaining high customer satisfaction through professional email communication.

The Impact you’ll makeCustomer Communication Management\nInterface with prospects via email regarding account upgrades\nHandle occasional phone calls with prospects when required\nGather detailed requirements from prospects\nMaintain professional communication standards and response times\nAccount Upgrade Processing\nGenerate accurate quotes based on customer requirements\nUse internal tools to process account upgrades\nTrack and document upgrade requests\nSales Support\nConduct basic negotiations when needed\nProvide timely responses within 24-hour SLA\nDocument customer interactions and requirements\nProcess Optimization\nFollow established workflows for upgrade requests\nMaintain organized records of all communications\nContribute to process improvement initiatives\n

Skills, Knowledge and ExpertiseRequired:\nMinimum 1 year of customer-facing experience in a B2B environment\nStrong written English communication skills\nExperience with CRM or similar business software platforms\nProven track record of meeting response time SLAs\nBasic understanding of SaaS business models\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\nYour Superpowers:\nExceptional written communication skills with attention to detail\nNatural ability to understand and gather customer requirements\nStrong organizational skills and process orientation\nBasic business acumen for handling negotiations\nAbility to maintain professional composure in all communications\nComfort with occasional phone communications\nProficiency in learning and using new software tools\nYou should apply if… \nYou thrive in a fast-paced, email-driven environment\nYou're comfortable with both written and verbal communication\nYou're detail-oriented and take pride in accurate work\nYou enjoy helping customers achieve their goals\nYou're comfortable with technology and learning new systems\nYou value structure and organized processes\nYou're self-motivated and can work independently\n\nWhat to expect...

\nWork 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:\nMonday to Friday from 9 AM to 5 PM PST (Pacific Standard Time)\n40 hours per week\nCompensation:\n$7 per hour\nNo benefits package included\n

Benefits