Sales Support & Customer Success Specialist
Citygreen View all jobs
- Metro Manila
- Contract
- Full-time
- Own inbound & triage: Monitor HubSpot inbox/queues, acknowledge within SLA, clarify scope via checklists, set next steps; qualify/route leads and log all activity.
- Quote coordination (SOP-driven): Create quote requests in HubSpot and Asana, organize files in Box, coordinate pricing with Estimating, manage approvals, issue quotes, track revisions, and keep an auditable trail.
- Customer comms & phone coverage: AU-time coverage to answer/triage calls, schedule follow-ups, and send professional updates.
- Post-PO handoff & onboarding: Validate POs, set up jobs/accounts, hand off to NetSuite/Operations, send onboarding instructions, and coordinate delivery/installation milestones.
- Install quality support (Build Pass): Admin access, checklists, photo/compliance capture; chase gaps and escalate early.
- Systems hygiene & reporting: Keep HubSpot properties/deals pristine; maintain Asana tasks and Box structure; produce weekly dashboards (SLA, quote cycle time, PO handoffs, compliance).
- 95%+ inbound acknowledged within 2 business hours; near-zero dropped balls
- Quote cycle time at target with ≥98% SOP compliance
- 100% of POs handed off within 1 business day with complete artifacts
- Build Pass compliance at target; early-escalation ratio improving
- Audit-ready records in HubSpot/Asana/Box
- AU-led schedule with PH overlap; occasional split-shift for key customer/installer windows
- Daily standups; weekly ops/quote reviews
- Reports to Sales & Marketing Director (Australia); works closely with Sales (AU/NA), Estimating, Ops/Install, Technical Support, and Customer Success
- 2+ years in Sales Support / Customer Success / Sales Ops (B2B preferred)
- HubSpot proficiency: shared inbox/Conversations, deals/pipelines, properties, lists, simple workflows, basic dashboards/reporting
- Proven quote coordination (intake → approvals → issue → revision control)
- Excellent written/spoken English; confident on customer calls and executive updates
- Tooling: HubSpot, Asana, Box/Drive, Microsoft 365 (NetSuite exposure a plus)
- High attention to detail (templates, versioning) and strong follow-through
- Familiarity with AI productivity tools (ChatGPT/Copilot, HubSpot AI, Canva Magic Design) to speed-draft emails, summarize threads, prep first-pass quotes
- Experience with installer/field compliance platforms (e.g., Build Pass)
- Light RevOps skills (property governance, dedupe/merge policy, workflow QA)