Infra One is hiring a Customer Success Specialist to ensure our institutional clients and fund managers receive continuous value from our platform. This high-visibility remote role involves collaboration across operations, technology, and investment teams to deliver seamless onboarding, proactive account management, and scalable success outcomes.
What You'll Do
- Manage the full client success lifecycle, including onboarding, training, and long-term engagement.
- Serve as the primary contact for clients such as fund managers, partners, and allocators, ensuring their satisfaction and success.
- Proactively monitor account health and address potential 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 different time zones to drive high-quality outcomes.
- Consistently meet or exceed key performance indicators for client retention and satisfaction.
What We're Looking For
- 2–4 years of experience in customer success, account management, or client services, with a preference for backgrounds in B2B, SaaS, fintech, or financial services.
- Excellent English communication skills, with near-native fluency in both written and spoken forms.
- Strong attention to detail, organization, and personal accountability.
- Comfort working remotely with global teams and clients across multiple time zones.
- Proficiency with CRM tools like HubSpot or Salesforce, spreadsheets, and reporting dashboards.
- A proactive and resourceful mindset, anticipating client needs and finding creative solutions.
- Based in the Philippines, with experience in remote collaboration in an international setting.
Nice to Have
- An interest in finance, private markets, or investment operations.
Technical Stack
- CRM tools, such as HubSpot or Salesforce
- Spreadsheets
- Reporting dashboards
Team & Environment
You will collaborate with teams across operations, technology, and investment.
Benefits & Compensation
- Monthly compensation of $2,000 - $2,500 USD.
- 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 the company scales.
Work Mode
This is a fully remote position for candidates based in the Philippines, working with global teams and clients.
Infra One is an equal opportunity employer.
