Client Success / BDM (+ BI & Admin Support)
Client Success / BDM (+ BI & Admin Support)
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1 Vacancy
Job Description
This is a remote position.
Location: Remote
Team: Client Success Business Development & Operations
Employment Type: Part-Time (with potential to transition to Full-Time)
Ready to Apply
If this opportunity excites you and your skills align with the role we d love to learn more about you.
You can begin the application process right away by completing a short self-paced video interview with Alex our AI interviewer. This helps us fairly assess your experience communication style and fit for the role.
Start the interview here: Applications without a video interview will not be processed.
About the Role
We re hiring a Client Success / BDM ( BI & Admin Support) specialist to manage client relationships deliver operational insights via Power BI and support internal coordination through admin and reporting tasks. You ll be the link between clients the sales/business development function and internal teams ensuring smooth communication data-driven decision-making and process efficiency.
This role is perfect for someone who thrives in multi-hat roles blending customer success operations analysis and business support while staying calm and professional under pressure.
Why You ll Love This Role
Work directly with clients to resolve challenges and maintain strong relationships.
Build and maintain impactful Power BI dashboards that drive operational decisions.
Learn and apply automation tools to improve efficiency and reporting accuracy.
Gain exposure to sales operations and business development functions in one role.
Be part of a lean agile team where you can take initiative and own outcomes.
Key Responsibilities
Build and maintain Power BI dashboards for operational and performance reporting.
Manage client communications including handling objections and ensuring follow-up.
Coordinate internal business tasks such as scheduling documentation and tracking.
Perform light admin duties with high accuracy and attention to detail.
Use tools like Power Automate or Excel to automate repetitive tasks.
Support business development activities by preparing proposals reports and CRM updates.
Maintain professionalism when working with demanding or challenging clients.
Performance Milestones
First 30 Days
Deliver first live Power BI dashboard with core operational metrics.
Learn internal CRM and admin processes supporting at least two client projects.
By Day 60
Independently handle client status calls resolving at least 80% of issues without escalation.
Implement at least one process automation or reporting improvement.
By Day 90
Consistently deliver accurate weekly and monthly reports ahead of deadlines.
Take ownership of at least one client account or business development initiative.
Key Performance Objectives (KPOs)
Reporting Accuracy: 98% error-free dashboards and reports.
Client Retention: Maintain client satisfaction scores 8/10.
Process Improvement: Implement 2 workflow automations in first 6 months.
Task Turnaround: Complete assigned admin and reporting tasks within SLA 95% of the time.
Competency
What We re Looking For
Weight
Client Communication & Relationship Management
We re looking for someone who can engage with clients professionally handle objections with confidence and ensure timely follow-up that builds trust.
25%
Power BI Reporting & Data Analysis
We re looking for someone who can design maintain and interpret Power BI dashboards that drive operational and business decisions.
20%
Process Automation & Efficiency
We re looking for someone who identifies repetitive tasks and applies automation tools (e.g. Power Automate Zapier) to save time and improve accuracy.
20%
Administrative Coordination & Multitasking
We re looking for someone who can manage multiple admin tasks scheduling and documentation while maintaining a high degree of accuracy.
15%
Internal Collaboration & Resilience
We re looking for someone who works well under pressure coordinates across departments and maintains composure in challenging client situations.
20%
Tools You ll Use
- Data & Reporting: Power BI Excel
- Automation: Power Automate Zapier (bonus)
- CRM: HubSpot Salesforce or similar
- Project Management: Trello Asana or
- Communication: Zoom Microsoft Teams Email platforms
Requirements
- 1 3 years experience in customer success operations or sales coordination.
- Strong verbal and written communication skills; comfortable handling objections.
- Experience building dashboards and reports in Power BI.
- Familiar with automation tools and spreadsheet-based problem-solving.
- Ability to manage multiple priorities in a fast-paced lean environment.
- Resilient proactive and solutions-oriented.
- Bonus: Project management background or certifications.
Benefits
About Remote Workmate
At Remote Workmate we specialise in connecting skilled Filipino talent with offshore opportunities accelerating and forging future-ready careers.
We believe that top talent deserves more and we offer rewards and opportunities that reflect your true value.
As pioneers in the BPO industry we re redefining remote work by focusing on quality strategic alignment and long-term success. Unlike traditional BPOs we prioritise finding the right fit over speed ensuring that our talent becomes a true extension of our clients teams.
Joining Remote Workmate means more than just a job it s an opportunity to be part of something transformative. If you re ready to develop smart strategies harness the power of technology and take on leadership roles this is where your career will thrive.
1 3 years experience in customer success, operations, or sales coordination. Strong verbal and written communication skills; comfortable handling objections. Experience building dashboards and reports in Power BI. Familiar with automation tools and spreadsheet-based problem-solving. Ability to manage multiple priorities in a fast-paced, lean environment. Resilient, proactive, and solutions-oriented. Bonus: Project management background or certifications. Strong verbal and written communication skills; comfortable handling objections. Experience building dashboards and reports in Power BI. Familiar with automation tools and spreadsheet-based problem-solving. Ability to manage multiple priorities in a fast-paced, lean environment. Resilient, proactive, and solutions-oriented. Bonus: Project management background or certifications. Off ba tapo Holiday
Employment Type
Full Time
