Customer Success Specialist (Fintech)

Location: Fully remote from the Philippines

Salary: $2,000–$2,500 USD per month, depending on experience and communication proficiency.

Company

Infra One is the fund-operations and technology arm of hirify.global Group, providing regulatory, administrative, and technology infrastructure for emerging venture capital and private equity funds.

What you will do

• Manage the client success lifecycle, including onboarding, training, and long-term engagement.
• Act as the primary contact for fund managers, partners, allocators, and other institutional clients.
• Monitor account health proactively and resolve issues before they escalate.
• Collect and communicate client feedback to improve products and service delivery.
• Maintain accurate client data and engagement metrics in CRM systems.
• Collaborate with operations, technology, and investment teams across time zones to support retention and satisfaction KPIs.

Requirements

• 2–4 years of experience in customer success, account management, or client services.
• Near-native English communication skills in both written and spoken English.
• Strong attention to detail, organization, accountability, and problem-solving ability.
• Experience working remotely with international teams and clients across different time zones.
• Proficiency with CRM tools such as HubSpot or Salesforce, spreadsheets, and reporting dashboards.
• Based in the Philippines and comfortable with remote collaboration.

Nice to have

• Background in B2B, SaaS, fintech, or financial services.
• Interest in finance, private markets, or investment operations.

Culture & Benefits

• Fully remote role with flexible hours.
• International exposure through collaboration with fund managers, allocators, and investors worldwide.
• Collaborative, high-performance, and trust-based working environment.
• Opportunity to progress into senior customer success or operations roles.