Customer Success Specialist - Remote (Philippines) at Allocator One

, , Philippines -

Full Time

Start Date

Immediate

Expiry Date

29 Jan, 26

Salary

2500.0

Posted On

31 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Success, Account Management, Client Services, Communication Skills, Problem-Solving, CRM Tools, Attention to Detail, Organization, Remote Collaboration, Proactive, Resourceful, Finance, Private Markets, Investment Operations

Industry

Financial Services

Description

About Us 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. In doing so, we help build the operating backbone that powers the next generation of private market innovators. 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. This is a high-visibility role within a growing international organization — ideal for someone who combines excellent communication skills, strong problem-solving ability, and a genuine passion for helping clients succeed. Tasks 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 escalate. 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. Requirements 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) — both 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 (e.g., HubSpot, Salesforce), 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 Compensation We offer a competitive monthly package of $2,000 - $2,500 USD, depending on experience and communication proficiency. Why Us Join a 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, and trust-based culture. Room to grow into senior customer success or operations roles as Infra One scales.

Responsibilities

Manage the client success lifecycle, ensuring onboarding, training, and long-term engagement. Serve as the primary contact for clients, proactively monitoring account health and addressing issues before they escalate.