Salesforce CRM

6 days ago

Parañaque, Philippines 24x7 Direct Full time

This is a remote position for Philippine-based applicants.

This position bridges CRM systems, tech onboarding, reporting, and internal automation to improve efficiency across the business. The role supports the wider team in leveraging tech tools, especially Salesforce, while driving consistency in reporting and systems usage. Experience with Salesforce CRM is an absolute must.

Responsibilities
  • CRM Ownership (Salesforce): Maintain and improve Salesforce automations, workflows, and integrations; troubleshoot and resolve CRM issues quickly; run monthly audits on CRM data and ensure compliance with our standards.
  • Advisor Support & Onboarding: Set up new team members with email, Salesforce access, and tech tools; run onboarding sessions for advisors on dashboards, CRM, and internal systems; support advisors and client services with ongoing CRM usage questions.
  • Campaign Management (via Salesforce/Pardot): Send EDMs weekly; monitor engagement performance and flag underperforming lists.
  • Reporting & Insights: Deliver weekly reports on CRM usage and advisor performance metrics; track key KPIs across the sales floor; provide monthly executive summaries on engagement, campaigns, and opportunities; enhance dashboards for users.
  • Technology Oversight: Ensure Salesforce and connected tools (DocuSign, Scheduler, Zoom) are working smoothly; collaborate with internal teams and external developers to improve processes; launch and monitor AI integrations, bots, or scheduling tech improvements.
  • Innovation & Automation: Suggest at least 2 new system improvements per quarter; lead idea sessions and test automations that can enhance workflow.
  • Collaboration & Culture: Join bi-weekly team meetings focused on CRM/tech updates; maintain alignment with advisors, marketing, and leadership on CRM strategy.
Work Environment & Expectations

This is a full-time, work-from-home position with fixed shift times (not freelance or flexible hours). You will be expected to work a fixed schedule, maintain professionalism and accountability, and actively participate in team and client calls with camera ON.

Requirements include discipline and commitment to set working hours, use of time tracking software during work hours, consistent availability and responsiveness during your shift, and treating this as a long-term, full-time role.

Payroll is processed bi-monthly.

Benefits
  • Monthly Salary: Php 60,000
  • Salary paid bi-monthly on the 15th and 30th/31st
  • Overtime and Philippines public holidays compensation
  • Probation: 6 months with 10 days annual leave and 5 days sick leave
  • HMO offered after 6-month probation
  • 13th Month Pay after 30 days
  • Annual salary review
  • Laptop provided after 30 days
  • Permanent work-from-home role; you will use your own internet
  • SHIFT TIMES: 7AM to 4PM Philippine time, Monday to Friday
Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Other
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