customer success operations associate (b2b saas) - Work From HomeTSG Outsourcing

How to Apply:
Copy and Paste the Link below in the browser to generate the application form:
https://forms.gle/6jCzuQw2WhQsN3Kf8 
 
Rate: $6hr and earn up to PHP 60,000+/month 
Schedule: US Business Hours (EST/PST overlap) 
 
CUSTOMER SUCCESS OPERATIONS ASSOCIATE (B2B SAAS) - WORK FROM HOME
 
Important Screening Note Before You Apply:
 
This is a specialized corporate B2B role, not a general virtual assistant or standard entry level call center position. We require immediate, independent proficiency in enterprise customer success software. If your professional background is strictly in B2C frontline customer service, retail, or general administrative support, this role will not be a strong match.
 
About the Role
 
You will embed directly with one or two enterprise or SMB Customer Success Managers (CSMs). You will be a named, visible part of the account team, join customer meetings, and own a defined slice of account coordination and portfolio health end to end. This is a high impact position designed to catch things the CSM might miss and ensure perfect data hygiene across our platforms.
 
Required Technical Stack
Gainsight (Working proficiency required)
Salesforce (Working proficiency required)
Notion (Working proficiency required)
Google Workspace or Office 365
Core Responsibilities
Account Documentation: Capture real time notes directly in Gainsight during client calls. Log action items, owners, and due dates, filing them within 30 minutes of call completion.
Meeting Readiness: Build structured agendas before customer calls. Pull relevant account context from Gainsight and Salesforce, and distribute them 24 hours in advance.
Calendar Logistics: Own meeting invite logistics for assigned CSMs. Send, update, track, and handle rescheduling independently without needing to escalate.
Client Follow Ups: Draft and send post call emails on behalf of the CSM. Confirm action items, track client responses, and flag unresponsive threads within 48 hours.
Portfolio & Project Tracking: Maintain customer success plans and project trackers. Keep milestones current, flag timeline slippage, and coordinate cross team inputs.
Agile Deliverable Management: Create and update scoping documents and deliverable cards in Notion. Ensure cards are accurate, assigned, and execution ready before sprint cycles begin.
Product Utilization Tracking: Review product usage data and credit consumption per account weekly. Identify under engaged accounts and draft re engagement outreach for CSM review.
Ticket Auditing: Review open deliverable tickets two to three times per week. Assemble cross team update lists and surface blockers or missing owners.
Qualifications
Advanced written English skills with zero editing required for client facing communication.
Strict attention to detail with near zero error tolerance on database entry and reporting.
Solid project coordination skills with the ability to manage multiple accounts and asynchronous workstreams simultaneously.
Preferred Experience
Prior experience in a SaaS CS or account coordination role.
Familiarity with alternative CS platforms like ChurnZero or Totango.
Exposure to task tracking software like Jira, Linear, or Asana.
Experience supporting enterprise corporate accounts with multiple stakeholders.
Basic data fluency with the ability to read usage dashboards and summarize trends.