Customer Success Specialist - Saas

D2B; Philippines; Remote; PHP 588,000 - 784,000; Full time

Job summary

D2b is seeking a Customer Success Specialist to support our SaaS platform from a remote location. You will handle learner support, onboarding, and ongoing customer engagements across NZ, Australia, and North America markets.

You'll manage onboarding, check-ins, usage monitoring, and renewal support, while creating content and delivering product demos. This role requires collaboration with marketing, sales, and product teams and aligns with NZ business hours and flexible US West Coast overlap.

Qualifications

• Experience in a customer-facing role such as customer success, support, account management or sales, ideally at a SaaS company.
• A track record of working independently.
• Excellent written communication, from a clear support reply to an engaging blog post.
• Confidence running a video call or demo.
• A curious, problem-solving mindset and comfort learning new software quickly.
• Strong organisation and follow-through across a variety of tasks.

Responsibilities

• Respond to learner and admin queries by email and our help desk, quickly and warmly.
• Troubleshoot platform questions such as course setup, enrolments, SCORM uploads, reporting and integrations.
• Spot recurring issues and suggest fixes to our help content, processes or product team.
• Run new-customer onboarding using Time to Value process to reach first live course quickly.
• Run regular check-ins with customers to understand goals and usage.
• Monitor usage/health signals in HubSpot and dashboards, flag at-risk accounts and support renewals.
• Help customers get more value from the platform from onboarding through renewal.
• Keep CRM (HubSpot) accurate and up to date.
• Run tailored product demos for associations and NFPs; follow up after demos to keep deals moving.
• Help write blog posts, customer newsletters and social media posts; create simple collateral.

Skills

Customer-facing

SaaS knowledge

Written communication

Demo / presentation

Problem solving

Organization

Tools

HubSpot

Job description

Customer Success Specialist - SAAS

Salary :₱1,500 - 2,000 monthly

Company : D2b Job Type : Full Time Remote / Work from Home

Job Description - Customer Success Specialist - SAAS

Description

Position : Customer Success Specialist

Salary : 1500 - 2,000 NZD

Working Hours & Conditions : NZ Business Hours

About the Company

Company helps associations and not-for-profits turn their expertise into learning that deepens member impact and sustains their mission. Our learning management platform supports professional bodies, member organizations and NFPs across New Zealand, Australia and, increasingly, North America.

• Radically Simple — complexity is the enemy of engagement, so we keep our software, services and processes simple, letting customers focus on their mission, not their tech.
• Joyfully Human — we bring warmth and personality to everything we do, because great software should come with great humans behind it.
• In Your Corner — we're partners, not just suppliers. We champion our customers' success, lift them up when they struggle and celebrate loudly when they win.

About the Role

We're looking for a Customer Success Specialist who loves variety and takes real ownership. You'll be the friendly, capable face of companies for the customers - answering their questions, helping prospects see what's possible, checking in on how members are learning, and telling our story through content.

You'll report to our Head of Customer Success and will often be the person on the spot when a customer needs help. We'll give you thorough training and ongoing support, and as your confidence grows, so will your responsibilities.

Hours: Full time, with flexibility to overlap New Zealand and Australian business hours, and openness to working US West Coast hours as our North America customer base grows.

What you'll do

Customer support (est. 40% of time)

• Respond to learner and admin queries by email and our help desk, quickly and warmly
• Troubleshoot platform questions such as course setup, enrolments, SCORM uploads, reporting and integrations
• Spot recurring issues and suggest fixes to our help content, processes or product team

Account management (est. 30% of time)

• Run new-customer onboarding using companys Time to Value (TTV) process — getting each association from contract to first live course and first learners enrolled as quickly as possible.
• Run regular check-ins with customers to understand their goals and how they’re using the service
• Monitor usage/health signals in HubSpot and the company's admin dashboards, flag at-risk accounts ahead of renewal, prepare renewal-support material, and log churn reasons.
• Help customers get more value from the platform, from onboarding through to renewal
• Keep our CRM (HubSpot) accurate and up to date

Sales support (est. 15% of time)

• Run tailored product demos for associations and NFPs
• Follow up with prospects after demos, answer questions and keep deals moving

Marketing and content support (est. 15% of time)

• Help write blog posts, customer newsletters and social media posts
• Create simple collateral such as guides, case studies and how-to resources
• Share customer wins and stories that show what associations can achieve with learning

Requirements

How we work

This role suits someone who thinks things through before asking for help, and who's always looking for a better way.

• You come with a plan. When a request lands, you look at it from a few angles, weigh up the options and work out the approach you'd take.
• You bring ideas. You don't settle for "that's how it's always been done". If you see a way to do something better, you share your suggestion.
• You know when to ask. You're resourceful and try to find answers yourself first, but you also know when something needs a second opinion.
• You communicate clearly in writing. Good notes and updates keep the whole team in sync.

What you'll bring

You’ll likely have:

• Experience in a customer-facing role such as customer success, support, account management or sales, ideally at a SaaS company
• A track record of working independently
• Excellent written communication, from a clear support reply to an engaging blog post
• Confidence running a video call or demo
• A curious, problem-solving mindset and comfort learning new software quickly
• Strong organisation and follow-through across a variety of tasks

Bonus points for:

• Familiarity with HubSpot
• Experience working for an international company supporting a global audience
• Experience with learning management systems, eLearning or SCORM
• Knowledge of the association, membership or not-for-profit sector
• Experience creating content for social media or email newsletters