Customer Success Specialist

🕒 May 21

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Allocator One

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2023

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Allocator One is a company focused on providing anchor investments for first-time venture capital funds. They offer fund managers support with paperwork and administrative tasks, while ensuring access to a network of service providers and investors. Allocator One is committed to making the funds ecosystem more accessible and profitable through innovative investment approaches and strategic partnerships.

📋 Description

• Manage the client success lifecycle: onboarding, training, and long-term engagement • Serve as the primary contact for clients (fund managers, partners, allocators), ensuring satisfaction and success • Proactively monitor account health and address issues before they escalate • Gather and share client feedback to improve our products and service delivery • Maintain accurate client data and engagement metrics in CRM systems • Collaborate with cross-functional teams across time zones to drive high-quality outcomes • Consistently meet or exceed client retention and satisfaction KPIs

🎯 Requirements

• 2–4 years of experience in customer success, account management, or client services (B2B, SaaS, fintech, or financial services preferred) • Excellent English communication skills (near-native fluency) — both written and spoken • Strong attention to detail, organization, and accountability • Comfortable working remotely with global teams and clients across different time zones • Proficient with CRM tools (e.g., HubSpot, Salesforce), spreadsheets, and reporting dashboards • Proactive and resourceful — you anticipate client needs and find creative solutions • Interest in finance, private markets, or investment operations is a plus

🏖️ Benefits

• Fully remote role with flexible hours • Strong international exposure • Opportunity to work closely with fund managers, allocators, and investors worldwide • Collaborative, high-performance, and trust-based culture • Room to grow into senior customer success or operations roles as Infra One scales