Customer Success Representative (Inbound)

Portfolium (Acquired by Instructure); Manila; Hybrid; PHP 3,119,000 - 4,679,000; Full time

Benefits offered by this job

Ownership program

Flexible work culture

Generous time off

Wellness programs

Tuition reimbursement

Career development

Job summary

Instructure is seeking an Automation Specialist, Customer Success (Inbound) to optimize the inbound queue with automation and AI-powered workflows. You will triage non-technical requests, identify at-risk customers, and guide users to self-service resources, using Salesforce, Gainsight, Front, Claude, Gemini, Rovo, and Slackbot daily.

You will collaborate with Finance and AR to resolve blockers, maintain customer health data, and share automation patterns with the Content team for scalable

Qualifications

• College degree (Bachelor or equivalent)
• AI & Tech Savvy: Demonstrated ability to use AI and automation tools to streamline workflows, process information, and increase personal efficiency.
• Exceptional communication skills, both written and verbal, with a focus on empathy and clarity
• Capacity to set correct expectations and manage issues to completion under time pressure
• Strong problem-solving skills with the ability to "triage" complex situations quickly
• Multitask and prioritize tasks in a changing environment
• Strong team mentality, utilizing internal and external resources strategically and tactically

Responsibilities

• Bring and pilot automation ideas: spot repetitive, high-volume patterns in the queue (triage, tagging, routing, drafting) and propose or build automations using Salesforce, Gainsight, Front, and AI tools like Claude, Gemini, Rovo, or Slackbot to handle them.
• Use AI-powered tools daily to synthesize customer context and speed up the resolution of complex inquiries, moving beyond manual lookups.
• Triage incoming requests to distinguish between support issues, strategic adoption blockers, and commercial opportunities.
• Identify "at-risk" customers based on sentiment and inquiry type, escalating to leadership or specialized teams when necessary to prevent churn.
• Guide customers to existing self-service resources (Community, Knowledge Base, Toolkits) to foster independence and faster time-to-value.
• Utilize internal AI agents and Knowledge Base tools to retrieve answers efficiently and assist in drafting accurate, empathetic responses.
• Own communication in the Customer Success inbound queue (email/slack/Jira), acting as the primary point of contact for non-technical customer inquiries.
• Maintain accurate records of customer interactions in Salesforce and Gainsight to ensure a complete view of customer health.
• Collaborate with the Finance and AR teams to quickly resolve billing or administrative blockers that frustrate customers.
• Identify trends in inbound questions, turn recurring ones into automated responses, macros, or workflow rules the whole team can reuse, and share the pattern with the Content team for future toolkit creation.
• Review and analyze the customer base to identify and surface growth opportunities to the Sales Account Executive based on inbound signals.

Skills

AI & automation

Communication

Time management

Triage skills

Multitasking

Teamwork

Problem solving

Education

Bachelor or equivalent

Tools

Salesforce

Gainsight

Front

Claude

Gemini

Rovo

Slackbot

Job description

At Instructure, we believe in the power of people to grow and succeed throughout their lives. Our goal is to amplify that power by creating intuitive products that simplify learning and personal development, facilitate meaningful relationships, and inspire people to go further in their education and careers.

We do this by giving smart, creative, passionate people opportunities to create awesome. And that's where you come in:

Inbound Customer Success Representative (CSR)

Education

At Instructure, we believe in the power of people to grow and succeed throughout their lives. Our goal is to amplify that power by creating intuitive products that simplify learning and personal development, facilitate meaningful relationships, and inspire people to go further in their education and careers. We do this by giving smart, creative, passionate people opportunities to create awesome. And that's where you come in:

We are looking for an Automation Specialist, Customer Success (Inbound) who does more than answer the queue. We need someone who looks at how we work and asks how to make it faster, smarter, and less repetitive. This role is the first line of defense for our global customers, and it requires treating the inbound queue as a workflow to improve, rather than a stack of email to clear.

You’ll manage reactive volume for our digital segment, triage non-technical requests, and spot "at-risk" signals in customer communications. Just as important, you’ll bring ideas for automating the repetitive parts of that work and help build them, using our existing tools (Salesforce, Gainsight, and Front) alongside AI tools already available to you (Claude, Gemini, Rovo, and our inbuilt Slackbot).

What You Will Be Doing

• Bring and pilot automation ideas: spot repetitive, high-volume patterns in the queue (triage, tagging, routing, drafting) and propose or build automations using Salesforce, Gainsight, Front, and AI tools like Claude, Gemini, Rovo, or Slackbot to handle them.
• Use AI-powered tools daily to synthesize customer context and speed up the resolution of complex inquiries, moving beyond manual lookups.
• Triage incoming requests to distinguish between support issues, strategic adoption blockers, and commercial opportunities.
• Identify "at-risk" customers based on sentiment and inquiry type, escalating to leadership or specialized teams when necessary to prevent churn.
• Guide customers to existing self-service resources (Community, Knowledge Base, Toolkits) to foster independence and faster time-to-value.
• Utilize internal AI agents and Knowledge Base tools to retrieve answers efficiently and assist in drafting accurate, empathetic responses.
• Own communication in the Customer Success inbound queue (email/slack/Jira), acting as the primary point of contact for non-technical customer inquiries.
• Maintain accurate records of customer interactions in Salesforce and Gainsight to ensure a complete view of customer health.
• Collaborate with the Finance and AR teams to quickly resolve billing or administrative blockers that frustrate customers.
• Identify trends in inbound questions, turn recurring ones into automated responses, macros, or workflow rules the whole team can reuse, and share the pattern with the Content team for future toolkit creation.
• Review and analyze the customer base to identify and surface growth opportunities to the Sales Account Executive based on inbound signals.

Here is what you will need to know/have:

• College degree (Bachelor or equivalent)
• AI & Tech Savvy: Demonstrated ability to use AI and automation tools to streamline workflows, process information, and increase personal efficiency.
• Exceptional communication skills, both written and verbal, with a focus on empathy and clarity
• Capacity to set correct expectations and manage issues to completion under time pressure
• Strong problem-solving skills with the ability to "triage" complex situations quickly
• Multitask and prioritize tasks in a changing environment
• Strong team mentality, utilizing internal and external resources strategically and tactically

Desired Experience, But Not Required

• Experience in a high-volume customer-facing role (Support, Success, or Account Management)
• Proficiency in CRM systems (Salesforce) and ticketing platforms
• Customer-facing experience within the EdTech industry or other software companies

Get in on all the awesome at Instructure!

We offer competitive, meaningful benefits in every country where we operate. While they vary by location, here's a general idea of what you can expect:

• Competitive compensation, plus all fulltime employees participate in our ownership program - because everyone should have a stake in our success.
• Flexible work culture. Our remote, hybrid and in-office collaboration spaces vary by role, team and location.
• Generous time off, including local holidays and our annual "Dim the Lights" period in late December, when teams are encouraged to step back and recharge based on departmental needs.
• Comprehensive wellness programs and mental health support
• Learning and development resources, including professional development tools and tuition reimbursement, to support your growth
• The technology and tools you need to do your best work
• Motivosity employee recognition program
• A culture rooted in inclusivity, support, and meaningful connection

We believe in hiring great people and treating them right. The more diverse we are, the better our ideas and outcomes.

Instructure is an Equal Opportunity Employer. We comply with applicable employment and anti-discrimination laws in every country where we operate.

All employees must pass a background check as part of the hiring process. To help protect our teams and systems, we've implemented identity verification measures. Candidates may be asked to verify their legal name, current physical location, and provide a valid contact number and residential address, in accordance with local data privacy laws.

Any attempt to misrepresent personal or professional information will result in disqualification.