[Hiring] Customer Success Specialist @Allocator One Group

Role Description

We’re seeking a Customer Success Specialist to join Infra One’s global team, working remotely from the Philippines. You’ll ensure our institutional clients and fund managers receive world-class support and continuous value from our platform. You’ll 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.

• 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.

Qualifications

• 2–4 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

• We offer a competitive monthly package of $2,000 - $2,500 USD, depending on experience and communication proficiency.
• 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.