Allocator One is looking for a Customer Success Specialist to join our global team, working remotely from the Philippines. Your primary focus will be ensuring our institutional clients and fund managers receive exceptional support and continuous value from our platform. This is a high-visibility role within a growing international organization.
What You'll Do
- Manage the client success lifecycle, including onboarding, training, and long-term engagement.
- Serve as the primary contact for clients, ensuring their 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.
What We're Looking For
- 2–4 years of experience in customer success, account management, or client services; B2B, SaaS, fintech, or financial services experience preferred.
- Excellent English communication skills with near-native fluency in both writing and speaking.
- Strong attention to detail, organization, and accountability.
- Comfortable working remotely with global teams and clients across different time zones.
- Proficient with CRM tools, spreadsheets, and reporting dashboards.
- Proactive and resourceful, anticipating client needs and finding creative solutions.
- Based in the Philippines and accustomed to remote collaboration in an international environment.
Nice to Have
- An interest in finance, private markets, or investment operations.
Technical Stack
- CRM tools (e.g., HubSpot, Salesforce)
- Spreadsheets
- Reporting dashboards
Team & Environment
Collaborate with cross-functional teams across time zones within a collaborative, high-performance, and trust-based culture.
Benefits & Compensation
- 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 we scale.
- Compensation: $2,000 - $2,500 USD monthly.
Work Mode
This is a fully remote position for candidates based in the Philippines, working with global teams.
Allocator One is an equal opportunity employer.
