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Client Success Operations Coordinator
TechnologyAdvice. Set up and maintain client programs in Salesforce .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in Salesforce and data analysis, with a strong focus on campaign management and reporting. Capable of thriving in a fast-paced environment while maintaining organization and attention to detail.
Highest-signal resume keywords
Salesforce ProficiencyData AnalysisCampaign ManagementClear CommunicationProactive Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ValidationReport PreparationTrend IdentificationCampaign TrackingWorkflow Improvement
Soft Skills
Highly OrganizedDetail-OrientedClear CommunicationAgile AdaptabilityProactive Issue Identification
Tools & Technologies
Google SheetsExcelCRM Systems
Industry Keywords
B2B Demand GenerationCampaign RequirementsClient SuccessProcess Documentation
About the role
Key responsibilities & impact- Set up and maintain client programs in Salesforce
- Ensure campaign details, requirements, and timelines are accurate
- Monitor active programs and track deliverables
- Flag pacing, quality, or execution issues
- Troubleshoot campaign setup and delivery issues with internal teams
- Prepare and analyze campaign reports
- Validate data accuracy, identify trends, and explain findings to Client Success
- Coordinate internal handoffs and follow up on open items
- Review leads and campaign elements against program requirements
- Maintain campaign records and process documentation
- Manage requests for reports, campaign summaries, and deliverables
- Identify recurring issues and suggest workflow improvements
Requirements
What you’ll need- Entry-level position
- Agile and able to thrive in a fast-paced environment
- Highly organized and able to manage several programs and deadlines
- Detail-oriented with campaign requirements, data, and reports
- Clear and concise communication with internal stakeholders
- Proficient in Google Sheets or Excel
- Ability to analyze and interpret data and prepare accurate reports
- Familiarity with Salesforce or a similar CRM, or ability to learn new systems quickly
- Proactive issue identification, problem-solving, and escalation
- Interest in B2B demand generation campaigns
- Must have a working laptop/PC, internet, and a backup connection
- Must be currently authorized to work in the Philippines and maintain authorization throughout employment
- Pre-employment screening required
Benefits
Comp & perks- Mentorship programs
- Leadership academies
- Opportunities to shape company culture and DEI initiatives
- Flex Fridays
- Remote-first culture; work from home
- 14 days of annual paid time off
- Philippine government-declared holidays
- 5 additional paid time-off days after 1 year
- Philippine statutory benefits: SSS, PhilHealth, and HDMF
- Corporate HMO Plan for all full-time PH employees after two months of tenure
- Monthly rice subsidy
- Headspace app access
- Bonus for presenting in the monthly speaker series