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.

• 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

• 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

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.