客户成功专员 - 远程（菲律宾）
Customer Success Specialist - Remote (Philippines)
关于我们的团队
Infra One 是 Allocator One Group 的基金运营和技术部门，Allocator One Group 是一家重新定义机构资本如何进入私募市场的全球投资平台。
我们提供监管、行政和技术基础设施，使新兴的风险投资和私募股权基金能够快速且全球化地扩展。通过这样做，我们帮助构建了支撑新一代私募市场创新者的运营核心。
职位描述
我们正在寻找一位客户成功专员加入 Infra One 的全球团队，远程办公地点在菲律宾。
你将确保我们的机构客户和基金经理从我们的平台上获得世界级的支持和持续的价值。你将与运营、技术和投资团队合作，实现无缝的入职流程、主动的账户管理和可扩展的成功成果。
这是在不断壮大的国际组织中一个高可见度的职位——适合那些兼具出色沟通能力、强大的解决问题能力和真正帮助客户成功的热情的人。
职责
- 管理客户成功生命周期：入职、培训和长期参与。
- 作为客户的首要联系人（基金经理、合作伙伴、分配者），确保其满意度和成功。
- 主动监控账户健康状况并及时解决潜在问题。
- 收集并分享客户反馈以改进我们的产品和服务交付。
- 在 CRM 系统中维护准确的客户数据和参与指标。
- 与跨职能团队协作，跨越不同时区，推动高质量成果。
- 持续达成或超越客户留存率和满意度 KPI。
要求
- 2-4 年客户成功、账户管理或客户服务经验（B2B、SaaS、金融科技或金融服务优先）。
- 出色的英语沟通能力（接近母语水平）——书面和口语均需优秀。
- 注重细节、有条理且具有责任感。
- 能够远程与全球团队和客户协作，适应不同时区。
- 熟练使用 CRM 工具（如 HubSpot、Salesforce）、电子表格和报告仪表盘。
- 主动且富有创造力——能预见客户需求并找到创新解决方案。
- 对金融、私募市场或投资运营有兴趣者优先。
- 坐落于菲律宾，适应在国际化环境中进行远程协作。
福利
薪酬
我们提供具有竞争力的薪酬，具体面议。
查看英文原文
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.
Originally posted on Himalayas