CRM Pipeline Coordinator

1 week ago

Sorsogon City, Philippines SolutionCX Full time

This is a remote position. Overview We are seeking a highly organized and detail-oriented individual to join our team as a Data & CRM Pipeline Coordinator . This role is critical to ensuring smooth operations across multiple platforms by transferring data and managing files between various CRMs and programs. The individual will also oversee and manage a pipeline of residential solar designs, supporting the company's mission to deliver clean energy solutions efficiently. Responsibilities Data Management & Transfer Transfer, organize, and validate data between several CRMs, databases, and software programs. Ensure accuracy, consistency, and completeness of information across platforms. Maintain documentation and standard operating procedures for data flow processes. Pipeline Management Track, monitor, and manage the pipeline of residential solar designs from intake to completion. Coordinate with design, sales, and operations teams to ensure timely progress. Identify and resolve bottlenecks, ensuring deadlines and quality standards are met. Quality Control & Reporting Audit data regularly to maintain integrity and compliance with company standards. Generate reports on pipeline status, project progress, and workflow efficiency. Provide insights to leadership for process improvements. Collaboration & Support Act as a liaison between departments to ensure smooth communication and workflow. Provide support and troubleshooting for CRM-related issues. Suggest and implement improvements to workflows, integrations, and automation where possible. Qualifications Proven experience working with CRMs, databases, or related data management tools. Minimum 1-2 years of CRM and database management experience required. Strong attention to detail, organisational skills, and ability to handle multiple tasks simultaneously. Experience in the solar industry (preferred but not required). Proficiency in Microsoft Office/Google Workspace; familiarity with solar design software a plus. Strong communication skills and ability to work collaboratively across teams. Must be available to work night shifts. Benefits What we offer At Beehive-BPO Corp (Also known as SolutionCX ), we are committed to providing a supportive and rewarding work environment for our employees. Some of the key benefits include: Full Work From Setup Complete Government-Mandated Benefits – SSS, PhilHealth, and Pag-IBIG Night Differential & Holiday Pay 13th-Month Pay Bonus HMO - Free for Employee and 1 free dependent Accident Insurance Paid Leave Entitlements Quarterly Perfect Attendance Incentives Company-Sponsored Events – Team building, employee engagement programmes, and more Awards & Recognition Programmes #J-18808-Ljbffr

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