The Role
Manage the client success lifecycle for institutional clients: onboarding, training, proactive account management, CRM data maintenance, cross-functional coordination, and meeting retention and satisfaction KPIs.
Summary Generated by Built In
About Us
Infra One is the fund-ops and technology arm of Allocator One Group, the global investing platform redefining how institutional capital reaches private markets.
We provide the regulatory, administrative, and technology infrastructure that enables emerging venture capital and private equity funds to scale rapidly and globally. In doing so, we help build the operating backbone that powers the next generation of private market innovators.
The Role
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.
Tasks
* 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
Compensation
We offer a competitive monthly package of $2,000 - $2,500 USD, depending on experience and communication proficiency.
Why Us
* 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.
Infra One is the fund-ops and technology arm of Allocator One Group, the global investing platform redefining how institutional capital reaches private markets.
We provide the regulatory, administrative, and technology infrastructure that enables emerging venture capital and private equity funds to scale rapidly and globally. In doing so, we help build the operating backbone that powers the next generation of private market innovators.
The Role
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.
Tasks
* 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
Compensation
We offer a competitive monthly package of $2,000 - $2,500 USD, depending on experience and communication proficiency.
Why Us
* 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.
Skills Required
- 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; anticipates client needs and finds creative solutions.
- Interest in finance, private markets, or investment operations.
- Based in the Philippines and accustomed to remote international collaboration.
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Allocator is a data technology and software-as-a-service company providing integrated data and software solutions to the alternative investments industry. Its platform enables private capital investors to aggregate, organize, and standardize unstructured investment data reported by General Partners, helping them transform their research processes and investment operations through a world-class data and analytics platform.
