Client Success Operations Coordinator

Summary

Join TechnologyAdvice as a Client Success Operations Coordinator and contribute to the success of our B2B tech buyer assistance. This entry-level, full-time remote position based in the Philippines supports the Client Success team by handling administrative tasks, including building landing pages, managing Salesforce campaigns, creating reports, and assisting with proposals. The ideal candidate is highly organized, detail-oriented, proficient in Salesforce and Google Sheets/Excel, and possesses excellent communication and problem-solving skills. The role requires working during US business hours. TechnologyAdvice offers a remote-first culture, paid time off, comprehensive benefits, healthcare reimbursement, and various wellness perks. Advancement opportunities and a flexible work schedule are also available.

Requirements

• Highly organized and detail-oriented, with strong time management and multitasking abilities
• Proficient in Salesforce or other CRM tools
• Advanced skills in Google Sheets or MS Excel
• Excellent communication skills across email, phone, and in-person interactions
• Strong problem-solving and analytical skills
• Ability to work effectively during U.S. business hours
• Must have a working laptop/pc and internet and back-up connection
• Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward

Responsibilities

• Collaborate with Client Success counterparts to ensure smooth program execution
• Set up and maintain programs in Salesforce, ensuring accurate data entry
• Create and edit landing pages in Unbounce
• Develop client-facing reports using Infogram
• Assist in preparing proposals and analyzing lists for proposal development
• Generate custom ad hoc reports as needed
• Respond promptly to Client Success counterparts to ensure timely task completion

Benefits

• Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives
• Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays
• Remote-First Culture: Work from the comfort of your home
• Paid Time Off: Enjoy 14 days of annual paid time off, plus all regular Philippine government-declared holidays to unwind and recharge. Plus 5 additional days after 1 year
• Comprehensive Coverage: Full enrollment in Philippine statutory benefits: SSS, PhilHealth, and HDMF
• Healthcare : Healthcare reimbursement to help ensure you are covered
• De Minimis Allowance: Enjoy a monthly rice subsidy, following government guidelines
• Wellness Perks: Access the Headspace app to support your well-being
• Speaker Series Bonus: Present in our monthly speaker series and earn a bonus