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Customer Success Specialist

Purchasing Platform Inc. is a next-generation marketplace transforming the way property management companies and contractors procure products and services. By combining deep market expertise with innovative technology, our platform streamlines the purchasing process, delivers real-time visibility of spending, and fosters lasting vendor relationships. We are committed to helping our customers get the most value possible while building partnerships that drive long-term success.


We are seeking a proactive and detail-oriented Customer Success Specialist (CSS) to join our team. In this remote role, you'll work with previously underserved low and mid-tier accounts across our diverse user base of property management professionals. The ideal candidate will have a strong customer-centric mindset with the interpersonal skills to build meaningful client relationships and the business acumen to identify growth opportunities.


This position requires someone who can work independently, effectively understand customer needs, adapt their approach accordingly, and measurably increase portfolio revenue as we strengthen our approach to customer success. You'll need exceptional communication skills, analytical abilities, initiative to drive results, and a genuine passion for helping clients succeed.


What You'll Be Doing
  • Actively reach out to customers through phone and email to ensure they are effectively using our platform, with the aim to drive increased purchasing volume and revenue
  • Monitor customer accounts, analyze usage data, and identify opportunities for upselling
  • Drive portfolio revenue growth by educating clients about our full range of offerings
  • Convert one-time purchasers into repeat customers through strategic relationship management
  • Review customer accounts in our CRM to assess usage patterns and identify dormant users
  • Analyze purchasing patterns to identify opportunities for category expansion
  • Set and track targets for account growth, with a focus on measurable revenue increases
  • Capture and document customer feedback regarding our products and services
  • Collaborate with internal teams to address issues and improve offerings
  • Proactively identify areas for process enhancement and contribute to best practices
  • Maintain detailed documentation of all customer interactions in our CRM


What You'll Bring
  • Minimum of 2 years in customer success, account management, or a similar customer-facing role
  • Strong verbal and written communication skills in English, with the ability to articulate technical concepts clearly
  • High emotional intelligence (EQ) with the ability to read social cues, adapt communication style to different customer personas, and navigate complex conversations with empathy and tact
  • Experience with CRM systems (Freshsales preferred)
  • Proficiency with common office communication and productivity tools such as Google Workspace and Slack.
  • Basic familiarity with data visualization tools (e.g., Tableau) is a plus
  • A proven track record of building relationships and ensuring customer satisfaction
  • Experience working with real estate management companies, contractors, or related industries is advantageous
  • Comfortable working in a fast-paced environment and adapting to changing priorities


₱82,000 - ₱93,000 a month
Payment schedule is twice monthly, on the 15th and last day of the month. This is a remote independent contractor position based in the Philippines, with compensation inclusive of all services.

Join Our Global Team


At Purchasing Platform, we're not just offering a contract opportunity; we're inviting you to be part of something meaningful. Though you'll work remotely, you'll be an integral part of our global team through regular virtual collaboration. Our main office in Chicago serves as the hub for our operations, but our success depends on talented professionals like you working around the world. Here's what you can look forward to as a Customer Success Specialist with our team:


Remote Work: Full flexibility to work from your location in the Philippines

Consistent Schedule: Monday - Friday, 8-hour workday between 7am - 6pm CT

Service Fee Continuity: Our agreement includes provisions for designated non-working days

Skill Development: Gain valuable expertise in customer success, e-commerce, and property management technologies


Our Core Values


Bring Joy: We believe in making every day enjoyable for our team and our customers.

Value People: Every team member is respected, heard, and valued.

Make an Impact: We're driven to make a positive difference in everything we do.

Keep It Simple: Efficiency and clarity guide our processes and decisions.

Always Be Curious: Continuous learning and innovation are at the heart of our culture.


Commitment to Equality


We provide equal contract opportunities to all applicants, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, or disability. We celebrate diversity and are committed to creating an inclusive environment for all team members.

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Average salary estimate

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$984000K
$1116000K

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What You Should Know About Customer Success Specialist, Purchasing Platform

At Purchasing Platform Inc., we're redefining the way property management companies and contractors engage in the marketplace, and we need a passionate Customer Success Specialist (CSS) to join our dynamic team! This remote opportunity allows you to connect with our diverse user base of property management professionals in the Philippines and foster meaningful relationships that drive success. As a Customer Success Specialist, your proactive approach will be instrumental in helping clients fully utilize our innovative purchasing platform. You'll actively reach out to customers, ensuring they're maximizing their experience to increase purchasing volume and revenue. By analyzing usage data and identifying growth opportunities, you'll play a pivotal role in converting one-time purchasers into loyal, repeat customers. With a strong blend of communication skills and business acumen, you'll set and track targets for account growth, while also gathering and documenting valuable customer feedback. You'll collaborate with various internal teams to address customer needs efficiently and proactively suggest enhancements for our offerings. Our ideal candidate has at least two years of experience in a customer-facing role, enjoys working independently, and has excellent emotional intelligence (EQ) to navigate diverse customer interactions. If you thrive in a fast-paced environment, adapt easily to changing priorities, and are driven to make a difference in customers' experiences, this position could be your next rewarding adventure with Purchasing Platform Inc. Join us in our mission to deliver exceptional value and foster long-term success for our customers.

Frequently Asked Questions (FAQs) for Customer Success Specialist Role at Purchasing Platform
What are the responsibilities of a Customer Success Specialist at Purchasing Platform Inc.?

As a Customer Success Specialist at Purchasing Platform Inc., you'll engage proactively with our customers, ensuring they are fully utilizing our platform. Your responsibilities include reaching out via phone and email, monitoring customer accounts, setting revenue growth targets, and converting one-time purchasers into repeat clients. Additionally, you will analyze customer usage data, capture feedback, and collaborate with internal teams to enhance our services.

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What qualifications are required for the Customer Success Specialist role at Purchasing Platform Inc.?

To succeed as a Customer Success Specialist at Purchasing Platform Inc., you should have a minimum of two years of experience in customer success or account management. Strong verbal and written communication skills in English are essential, along with high emotional intelligence to navigate complex customer interactions. Familiarity with CRM systems and productivity tools, alongside a proven track record of building lasting relationships, will also serve you well in this role.

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How does the Customer Success Specialist contribute to revenue growth at Purchasing Platform Inc.?

The Customer Success Specialist at Purchasing Platform Inc. is key in identifying upselling opportunities and driving portfolio revenue growth. By educating clients on the full range of our offerings and leveraging data analysis to spot purchasing patterns, you'll help convert one-time buyers into loyal customers, thereby significantly influencing overall revenue for the company.

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What kind of work environment can a Customer Success Specialist expect at Purchasing Platform Inc.?

A Customer Success Specialist at Purchasing Platform Inc. can expect a supportive, remote work environment that champions flexibility and collaboration. You'll be part of a global team, sharing insights and best practices through regular virtual meetings. Our core values highlight joy, inclusivity, and continuous learning, ensuring a fulfilling work atmosphere.

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What opportunities for growth does a Customer Success Specialist have at Purchasing Platform Inc.?

As a Customer Success Specialist at Purchasing Platform Inc., you have ample opportunities for professional development. You can gain expertise in customer success strategies, e-commerce innovations, and property management technologies. Additionally, our culture encourages continuous learning, enabling you to enhance your skills and progress within the organization.

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Common Interview Questions for Customer Success Specialist
How do you approach building relationships with customers as a Customer Success Specialist?

Building relationships as a Customer Success Specialist involves active listening, empathy, and communication. I prioritize understanding the unique needs of each customer and tailor my approach to address their concerns directly. Follow-ups and consistent engagement are key strategies I use to strengthen these relationships.

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Can you explain how you would identify upselling opportunities with existing customers?

Identifying upselling opportunities starts with analyzing customer usage data and understanding their purchasing habits. I would engage in discussions with clients to identify their needs and demonstrate how our additional products or services can add value. Case studies and success stories can also help in showcasing benefits.

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What tools are you familiar with for tracking customer interactions?

I have experience using CRM systems, with a preference for Freshsales, to document customer interactions and track progress over time. I also utilize tools like Google Workspace for communication, project management, and collaboration, ensuring that all interactions are recorded efficiently.

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How do you handle difficult customer conversations as a Customer Success Specialist?

Handling difficult conversations involves patience and understanding. I focus on listening actively to the customer’s concerns without interruption, empathizing with their situation, and collaboratively working towards a resolution. It’s essential to remain calm and assure them that their issues will be addressed promptly.

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Can you provide an example of a time you turned a dissatisfied customer into a satisfied one?

In a previous role, I encountered a customer frustrated over a product issue. I engaged promptly, acknowledged their frustration, and provided a clear solution while keeping them informed throughout the process. After resolving the issue, I followed up to ensure satisfaction, which resulted in positive feedback and an eventual repeat purchase.

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What strategies do you use to educate clients about new features or services?

To educate clients, I employ a mix of proactive communication strategies, including one-on-one walkthroughs, webinars, and creating engaging video demos. Additionally, I ensure to follow-up with educational materials and tutorials to reinforce learning, catering to different customer preferences for absorbing information.

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How do you prioritize your tasks in a fast-paced environment?

Prioritizing tasks starts with understanding what is most urgent and impactful for my customers and the business. I often employ project management tools to visualize and organize my tasks, regularly assessing deadlines and adjusting priorities as necessary to ensure timely support and relationship management.

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What role does feedback play in the customer success process?

Feedback is crucial in customer success as it informs our strategies and helps us improve our offerings. I actively capture customer feedback to gain insight into their experiences, which then allows us to enhance our services, address concerns, and ultimately drive greater customer satisfaction and retention.

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How do you measure your success in a customer success role?

Success in a customer success role can be measured through portfolio revenue growth, customer retention rates, and overall client satisfaction scores. Setting clear targets and tracking metrics over time enables me to evaluate the effectiveness of my strategies and make data-driven adjustments as needed.

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Why do you want to work as a Customer Success Specialist at Purchasing Platform Inc.?

I am inspired by Purchasing Platform Inc.'s mission to revolutionize property management procurement. The opportunity to impact customers positively while working remotely in a global team aligns perfectly with my career goals. I admire your commitment to innovation, customer satisfaction, and continuous improvement, and I am eager to contribute to this vision.

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DATE POSTED
March 22, 2025

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