Customer Success Assistant

Philippines

Full Time

Experienced

GrowthAssistant is looking for a Client Success Assistant to join our growing team. This role is ideal for someone who thrives at the intersection of customer success, operations, and technology, balancing relationship management with detail-oriented process execution.

Company Benefits:

100% Remote Work
Attendance, Anniversary, and Referral Incentives
Paid and US Holiday Time Off
Health Insurance
Yearly Performance Evaluation
Monthly Salary: PHP50-55K

Must-have Qualifications:

2+ years of experience with client success, implementations, or customer support.
Strong written and verbal communication skills.

Nice-to-have Qualifications:

Experience in the HR industry or adjacent space.
Experience in a start-up or small org where there is a constant pursuit of improvement/enhancement/streamlining.

Tech Stack Requirements:

CRM: Salesforce, Zendesk, and HubSpot
Project Management Tools: Notion, etc.
Typeform, Google Workspace

Core Tasks:

Create and review customer reports every month
Assist with any account needs (email deliverability for new accounts, organize documents, store health benefit resources in our coach library, etc.)
Maintain/update accurate information on accounts in Salesforce and Notion (contract details, employee rosters, etc.)
Maintain documentation for each customer in their customer portal
Manage client and coach communication
Match new clients to coaches
Assist with coach onboarding and account setup
Coach transitions and offboarding (assist with any necessary client transfers to new coaches, send clients a new coach when requested, etc.)
Help manage coach support helpdesk tickets
Run reports in Salesforce to assess coach performance (contact coaches to update data)

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Do you have at least 2 years of experience in client success, implementations, or customer support?*

Do you have experience with CRM tools like Zendesk, HubSpot, and Salesforce?*

Do you have experience with project management tools like Notion?*

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I hereby declare that all information provided in my application with GrowthAssistant is accurate, complete, and true to the best of my knowledge. I understand that any inconsistencies found in the information provided at any stage of the recruitment process may result in the automatic rejection of my application. I understand and acknowledge that I will no longer be considered placeable with GrowthAssistant if any discrepancies are identified.*

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Customer Success Assistant

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