Customer Success Specialist Remote (Philippines)

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 doing so we help build the operating backbone that powers the next generation of private market innovators.

The Role

Were seeking a Customer Success Specialist to join Infra Ones global team working remotely from the Philippines.

Youll ensure our institutional clients and fund managers receive world-class support and continuous value from our platform. Youll 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

• 24 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 $2000 - $2500 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.