Client Success Operations Specialist

Edgelab; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading technology company in Singapore is seeking a Client Success Operations Specialist to enhance the operational efficiency of their Client Success teams. This entry-level position involves managing client data, assisting with invoicing, and contributing to process improvements, ensuring a high-quality client experience. Candidates should have a solid understanding of data management and be proficient in Salesforce to succeed in this dynamic role.

Qualifications

• Entry-level position focusing on operational efficiency.
• Experience with data management and operational processes is preferred.
• Strong analytical skills and proficiency in Salesforce required.

Responsibilities

• Maintain and audit client account data in Salesforce.
• Trigger invoicing and monitor renewal cycles.
• Execute operational workflows and develop dashboards for reporting.

Skills

Data Management

Process Improvement

Administration

Tools

Salesforce

Job description

8 hours ago Be among the first 25 applicants

Role Summary

We are looking for a

Job Description

Role Summary

We are looking for a Client Success Operations Specialist to streamline and support the operations of our Client Success and Client Relationship teams. This role is pivotal in driving efficiency, data accuracy, and operational compliance, enabling client-facing teams to focus on delivering exceptional services.

You will work closely with Client Success Managers, Client Relationship Managers, and the broader Client Success team to perform operational activities related to clients processes, improve processes, develop automation, support operational changes, collaborate with Finance team, and help scale a consistent and high-quality client experience.

Key Responsibilities

Client & Usage Data Management

• Maintain, audit, and enhance client account data, instrument usage logs, and entitlements in Salesforce.
• Identify and escalate cases of over-consumption to appropriate internal stakeholders.
• Regularly update client segmentation, relationship status, and data in collaboration with the Client Success and Sales teams.
• Serve as the primary administrator for existing clients records in Salesforce, ensuring completeness and accessibility for reporting and analytics.
  
  

Invoicing & Renewal Administration

• Trigger invoicing with the Finance team, validate consumption for invoicing purpose, across the client lifecycle (onboarding, license fees, renewals, pro-rata charges).
• Monitor renewal cycles, proactively notify stakeholders, and ensure contract terms are accurately reflected.
• Maintain standard templates and accurate records for billing documentation and contract annexes.
  
  

Operational Process Execution & Governance

• Execute key operational workflows, including onboarding, offboarding, renewal tracking, and exception handling.
• Automate processes and aim for low-touch administrative processes in the client life-cycle.
• Maintain internal documentation and operational checklists to ensure consistency across recurring processes.
• Perform regular internal audits to ensure alignment between contracts, invoices, and usage data.
• Partner with Client Success Managers and Relationship Managers to identify areas for process improvement and help implement operational enhancements.
  
  

Reporting & Insights

• Develop and manage dashboards to visualize client health metrics, product usage trends, and contract coverage.
• Prepare and distribute recurring reports such as usage summaries, invoice tracking logs, and renewal forecasts.
• Support ad-hoc reporting needs from internal stakeholders for operational decision-making.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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