Customer Support & Operations Assistant (SaaS)

We are looking for a professional with previous experience in customer support and administrative tasks within digital or SaaS environments, to support daily customer support, operational coordination and account administration activities.
This role is mainly focused on execution, task follow-up and operational support, working with established processes and team guidance.
We are looking for a mature, reliable and detail-oriented person, with good common sense, curiosity to learn and strong organization skills, who is comfortable handling routine operational and administrative work in a remote and technology-driven environment.
Working hours: 8:00 a.m. to 12:00 p.m

Key Responsibilities:

• Customer & operational support (50%)
• Handle basic customer requests related to the use of the platform.
• Provide first-level functional support on the SaaS platform.
• Register incidents, questions and requests and follow up until resolution with the corresponding teams.
• Keep support tickets and internal records updated.
• Ensure customers receive the required information to use the platform correctly.
• Help identify recurring questions or basic operational issues.
• Operational & administrative coordination (30%)
• Keep client, project and account information up to date in the CRM and internal tools.
• Prepare simple operational tracking and control reports.
• Coordinate internal and external meetings and follow up on agreed actions.
• Provide billing and collections support, including invoice follow-up, payment status tracking and administrative record updates.
• Document relevant communications and activities.
• Support data quality and operational control.
• Basic commercial support (20%)
• Support the sales team with administrative tasks related to active opportunities.
• Prepare proposals and quotations using existing templates and instructions.
• Support the coordination of pre-sales meetings when needed.
• Route customer feedback or requests to the appropriate teams.

Requirements:

• 2 to 4 years of experience in customer support, administrative support, back-office or account administration roles within digital or SaaS environments.
• Experience with task follow-up, issue tracking, data updates and internal coordination.
• Experience using Holded for administrative operations, invoicing, payment follow-up and basic financial control.
• Previous experience in administrative and operational support functions (CRM, reporting, documentation and process coordination).
• B2B customer experience is a plus.
• Basic to intermediate English level (emails and simple communication).
• Strong attention to detail and accurate data handling.
• Organized, reliable and responsible profile.
• Curiosity to learn and improve daily work processes.

Key Skills:

• Organization and time management.
• Attention to detail.
• Ability to follow defined processes.
• Clear and professional communication.
• Ability to handle several simple tasks in parallel.
• Technical Skills
• Experience using CRM tools (HubSpot, Salesforce or similar).
• Daily use of collaboration tools (Google Workspace, Slack, Notion, etc.).
• Basic to intermediate Excel / Google Sheets skills.
• Experience with Holded (invoicing, customer records, collections and administrative reporting).
• Experience with digital platforms or SaaS tools is a plus.

What we offer:

• An operational support role within a growing SaaS company.
• Clearly defined tasks and processes.
• Part-time, fully remote work.
• Supportive and results-oriented team environment.

About 1840 & Company
1840 & Company is a global leader in Business Process Outsourcing (BPO) and remote talent solutions, dedicated to propelling businesses forward through our comprehensive suite of services. We specialize in connecting companies with world-class freelance professionals and delivering top-tier outsourcing services, across over 150 countries worldwide.
Our mission is to empower growth for forward-thinking businesses, seamlessly bridging any skill or resource gaps with our expertly vetted talent pool. We firmly believe in fostering an environment where exceptional individuals can achieve an optimal work-life balance, working remotely from any location, while maximizing their professional growth and earning potential.
We are headquartered in Overland Park, KS, USA with service delivery facilities in the Philippines, India, Ukraine, South Africa and Argentina. We invite you to explore the opportunities we offer and consider joining our exclusive network of global freelance talent. Visit www.1840andco.com to learn more about us. To explore a wealth of career opportunities and find a role that suits your unique skills and aspirations, please visit our dedicated jobs portal at jobs.1840andco.com.