
Sales Support, Customer Success Specialist
Citygreen International
contract
Posted on:
Location Type: Remote
Location: Philippines
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About the role
- Own inbound & triage: Monitor HubSpot inbox/queues, acknowledge within SLA, clarify scope via checklists, set next steps; qualify/route leads and log all activity.
- Quote coordination (SOP-driven): Create quote requests in **HubSpot** and **Asana**, organize files in **Box**, coordinate pricing with Estimating, manage approvals, issue quotes, track revisions, and keep an auditable trail.
- Customer comms & phone coverage: AU-time coverage to answer/triage calls, schedule follow-ups, and send professional updates.
- Post-PO handoff & onboarding: Validate POs, set up jobs/accounts, hand off to **NetSuite/Operations**, send onboarding instructions, and coordinate delivery/installation milestones.
- Install quality support (Build Pass): Admin access, checklists, photo/compliance capture; chase gaps and escalate early.
- Systems hygiene & reporting: Keep HubSpot properties/deals pristine; maintain Asana tasks and Box structure; produce weekly dashboards (SLA, quote cycle time, PO handoffs, compliance).
Requirements
- **Minimum**
- - 2**+ years** in Sales Support / Customer Success / Sales Ops (B2B preferred)
- - **HubSpot proficiency:** shared inbox/Conversations, deals/pipelines, properties, lists, simple workflows, basic dashboards/reporting
- - Proven quote coordination (intake → approvals → issue → revision control)
- - Excellent written/spoken English; confident on customer calls and executive updates
- - Tooling: **HubSpot**, **Asana**, **Box/Drive**, **Microsoft 365** (NetSuite exposure a plus)
- - High attention to detail (templates, versioning) and strong follow-through
- **Nice to have**
- - Familiarity with **AI productivity tools** (ChatGPT/Copilot, HubSpot AI, Canva Magic Design) to speed-draft emails, summarize threads, prep first-pass quotes
- - Experience with installer/field compliance platforms (e.g., Build Pass)
- - Light RevOps skills (property governance, dedupe/merge policy, workflow QA)
Benefits
- **Paid Time Off** (contractor PTO policy)
- **Work From Home** (100% remote)
- **Growth by Sharing** profit-share program **post-probation**
- **Learning & development:** access to tools training (HubSpot, Asana, Box), internal playbooks, and **educational resources** for continuous upskilling
- **Tools & enablement:** HubSpot, Asana, Box, Microsoft 365; training on Quote SOP, handoff checklist, Build Pass workflows
- **Career growth:** opportunity to lead global-standard improvements (HubSpot quoting workspace, SLA dashboards, automated handoffs, onboarding playbook, compliance scorecard)
- **Flexible collaboration:** structured standups, clear KPIs, supportive leadership focused on outcomes over micromanagement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
quote coordinationcustomer successsales operationsHubSpot proficiencyreportingattention to detailRevOps skillsworkflow QA
Soft Skills
excellent written communicationexcellent spoken communicationstrong follow-throughconfident on customer calls