Bei Allocator One betreiben wir ein einzigartiges Fondsmodell, das darauf ausgelegt ist, in die vielversprechendsten Erst-Fondsmanager weltweit zu investieren und gleichzeitig die Gebühren zu optimieren. Angesichts der äußerst günstigen Aussichten für die Fondsjahrgänge 2023/2024 hat unser Team seine Bemühungen verstärkt, diese einzigartige Gelegenheit zu nutzen. Wir sind stolz darauf, der bevorzugte Ankerinvestor für außergewöhnliche Erst-Fondsmanager zu sein und ihnen unvergleichlichen Zugang, Expertise und operative Unterstützung zu bieten.
Customer Success Specialist
Location
Philippines
Posted
5 days ago
Salary
$2K - $2.5K / month
Seniority
Mid Level
No structured requirement data.
Job Description
Customer Success Specialist
Allocator One Group
Role Description 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. - 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. Qualifications - 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 - We offer a competitive monthly package of $2,000 - $2,500 USD, depending on experience and communication proficiency. - 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.
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