Sales Support & Customer Success Specialist

We’re hiring a Sales Support & Customer Success specialist (Remote—Philippines, contractor) to own the end-to-end flow of inbound requests, quoting, and post-PO handoffs. You’ll be the operational hub for our sales team—driving speed, accuracy, and clean systems in HubSpot, coordinating inputs across Estimating and Operations, and ensuring customers have a smooth experience from first touch through installation.

What you’ll do

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).

What success looks like

95%+ inbound acknowledged within 2 business hours; near-zero dropped balls

Quote cycle time at target with ≥98% SOP compliance

100% of POs handed off within 1 business day with complete artifacts

Build Pass compliance at target; early-escalation ratio improving

Audit-ready records in HubSpot/Asana/Box

Working hours & reporting

AU-led schedule with PH overlap; occasional split-shift for key customer/installer windows

Daily standups; weekly ops/quote reviews

Reports to Sales & Marketing Director (Australia); works closely with Sales (AU/NA), Estimating, Ops/Install, Technical Support, and Customer Success

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
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