Customer Success Coordinator

,Customer Success Coordinator

About Telostaff:

We help companies and people be the best version of themselves.

Telostaff is a premier staffing agency specializing in connecting small and emerging U.S.-based businesses with talented, fully-remote professionals from the Philippines. Our mission is to foster growth and innovation by providing dynamic companies with the support they need to thrive. Unlike traditional BPO giants, we partner with agile, newer enterprises that offer a vibrant, collaborative, and fun work environment, free from rigid corporate structures. If you are looking to join a forward-thinking organization that values creativity and teamwork, consider applying today!

Job Summary

We are seeking a proactive, highly organized Customer Success Coordinator to serve as the operational “glue” between leadership, customer success, sales, and finance. This role is ideal for a more senior, detail-driven professional with experience supporting a B2B customer lifecycle—from onboarding and renewals to internal coordination and follow-through.

You will own high-trust administrative workflows (customer communications, renewals tracking, sales support, and internal coordination), ensuring tasks are completed accurately, on time, and with minimal follow-up required from the team.

Duties and Responsibilities

Customer Success Operations

• Support the Customer Success function across onboarding, ongoing customer management, and renewals.
• Coordinate onboarding tasks (kickoff scheduling, checklist tracking, documentation, and internal handoffs) to ensure smooth customer launch.
• Maintain accurate renewal tracking, key dates, next steps, and stakeholder communication.
• Manage customer add-on requests by coordinating internal approvals, documentation, and customer-facing follow-ups.
• Partner with Finance to support payment follow-ups by preparing clear customer summaries, status updates, and next-action tracking.
• Maintain up-to-date working knowledge of the company’s platform capabilities and key workflows to confidently support customer-facing needs.

Sales Administration & Deal Support

• Prepare and QA sales materials (proposals, presentations, pricing summaries, and contracts) to ensure accuracy before sending.
• Update CRM records consistently: notes, tasks, meeting outcomes, pipeline stage updates, contacts, and next steps.
• Schedule and confirm customer meetings; ensure agendas, pre-reads, and follow-up notes are distributed.
• Track sales milestones and follow-ups to keep opportunities moving without drop-off.
• Support gifting/fulfillment workflows (request intake, approvals, coordination, tracking, and confirmation of delivery).
• Track webinar/event outreach performance and compile results for review.
• Support distribution and tracking of CPE certificates when applicable.

Leadership & Team Coordination

• Coordinate logistics for leadership travel and speaking engagements (scheduling, calendar planning, and post-event admin support).
• Support leadership social media activity (e.g., coordinating drafts, posting schedules, and basic content organization).
• Take clear meeting notes, document action items, assign owners, and follow through until completion.
• Build and maintain simple SOPs/checklists for recurring workflows (onboarding, renewals, sales document QA, payment follow-ups, etc.).

Required Skills and Abilities

• 4+ years of experience in Customer Success / Client Success / Sales Operations / Executive Support (or similar), ideally in a B2B environment.
• Strong operational discipline: consistently completes tasks without repeated reminders.
• Excellent attention to detail and strong QA habits (able to review work carefully before sending).
• Strong written and verbal English communication skills; confident, professional customer-facing tone.
• Proven ability to coordinate across multiple stakeholders and keep workstreams moving (“glue” mindset).
• High responsiveness and ownership—able to handle urgent requests calmly and reliably.
• Proficiency in CRM tools and Microsoft Office or Google Workspace (spreadsheets, docs, presentations).
• Ability to work 8:30 AM – 5:30 PM Central Time, with flexibility to support urgent work outside strict hours when needed.
• Ability to work U.S. hours, with flexibility once independently working in the role, dependent on client preferences.

Preferred Qualifications

• Experience supporting renewals, customer onboarding, or account management workflows.
• Experience reviewing or preparing sales collateral (pricing, proposals, contracts) with strong accuracy standards.
• Familiarity with SaaS tools and process documentation (SOPs, checklists, internal wikis).
• Experience with Sage Intacct (or similar finance/accounting platforms), or willingness to learn quickly.
• Exposure to webinar/event coordination and performance tracking.

Telostaff Core Values and Benefits:

Together we…

• Focus On People: We consistently demonstrate care, love, dignity, and respect in all interactions, fostering deep connections and understanding.
• Embrace a Growth Mindset: We nurture curiosity, foster self-improvement, and approach challenges with a problem-solving and solution-oriented attitude, unlocking endless possibilities for personal and professional development.
• Pursue Excellence: We deliver exceptional customer service, maintain an unwavering commitment to quality, and continuously innovate to exceed expectations and set new standards of achievement.
• Operate Proactively: We take responsibility for actions, ensure tasks are completed efficiently, foster clear communication, and embrace gratitude as a guiding principle, embodying a culture of accountability and appreciation.

Benefits:

• Work remotely
• Internet Stipend
• Company IT equipment (laptop, monitor, etc.)
• 12 PTO Days + 12 Holidays annually
• 13th month pay
• Scheduled salary adjustment after six months, 1 year, and each year after

Job Type: Full-time

Pay: Php45,000.00 - Php55,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Company events
• Flexible schedule
• Health insurance
• Opportunities for promotion
• Pay raise
• Work from home

Education:

• Bachelor's (Required)

Experience:

• Customer success/client success: 4 years (Required)
• B2B sales: 1 year (Required)

Language:

• English (Required)

Work Location: Remote