Customer Success Manager

JO 16238 | Customer Success Manager for US Financial Education & Investment Firm

Status: Full-Time (40 hours a week)

Schedule: Mondays to Fridays, 8am-5pm EST



Why choose Remote Staff?

• 100% Work from Home. No office-based setups. Manage your time efficiently and enjoy work-life balance.


• 17+ years in the remote work industry. We’ve helped more than 8K Filipinos establish virtual careers with international clients since 2007.


• Competitive and negotiable compensation (depending on skill level & experience)


• 100% coverage on Government Contributions Remittance* to SSS, Philhealth and Pag-ibig. Traditional employment set-ups cover only 50%, while you shoulder the other half as a salary deduction.

*Terms and conditions apply.

Key Responsibilities

Client Onboarding & Experience Management

• Own the post-sale onboarding process from welcome to successful course access.


• Provide step-by-step guidance to new members on joining the community (via Discord) and accessing course materials (via Google Workspace).


• Ensure onboarding SOPs are followed and continuously improved where applicable.

Support & Communication

• Act as the first point of contact for all client inquiries (primarily students and members)


• Respond promptly (within 10–15 minutes) to incoming support requests via Discord, email, or CRM.


• Escalate issues such as billing disputes or technical problems to leadership or relevant team members.

Platform Oversight

• Monitor and ensure smooth operations of AI-integrated automations and client service tools.


• Manage records and interactions using the current CRM (Airtable) — flexibility to propose or adapt to new tools if needed.

Continuous Improvement

• Proactively check in with members to ensure satisfaction.


• Identify patterns in support needs and recommend operational enhancements.


• Assist in maintaining a warm, informed, and structured client community.

Tools & Platforms

• CRM: Airtable (experience in similar platforms like HubSpot or Notion is acceptable)


• Communication: Discord, Email


• Productivity: Google Workspace


• Automation Monitoring: AI-integrated tools 

Optional: Familiarity with online course platforms and payment systems (e.g., Stripe, PayPal)

Ideal Candidate Profile

• Experience: 2+ years in a client-facing role such as Customer Success, Client Experience, or Account Management — ideally within an online education, fintech, or membership-based environment.


• Communication: Clear, warm, and proactive in both written and verbal communication.


• Mindset: Service-driven, disciplined, and solutions-oriented.


• Tech-Savvy: Comfortable learning and managing tech stacks, with an eye for automation and efficiency.


• Character: Calm under pressure, collaborative, and values long-term client relationships.

Performance Expectations

• Onboard new clients efficiently (initial volume: ~3–5 per week; scaling up to 10–15 by mid-year)


• Maintain 10–15 minute average response time for support tickets or inquiries.


• Ensure 100% of clients feel welcomed, supported, and confident throughout their experience.


• Proactively surface insights for SOP and workflow improvements.

Note: Please prepare your Government IDs (TIN, SSS, Philhealth, Pag-ibig) as part of the application and placement process. In the event of placement to a contract with a client, you will be required to submit a copy of your BIR 2303 (Certificate of Registration) as part of compliance with government regulations.