Customer Success Specialist - Remote

Overview

Infra One is the fund-ops and technology arm of Allocator One Group, the global investing platform redefining how institutional capital reaches private markets.

In Short

• 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

• 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

• 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.