Technology Efficiency Specialist

3 days ago


Iloilo City, Western Visayas, Philippines beBeeTechnologist Full time ₱60,000 - ₱120,000

As a key member of our team, this position plays a pivotal role in bridging technology and business operations to drive efficiency across the organization.

Key Responsibilities
  • Maintain and enhance Salesforce automations, workflows, and integrations; promptly troubleshoot and resolve issues; conduct monthly audits on data to ensure compliance with established standards.
  • Effectively onboard new team members by providing email access, Salesforce setup, and essential tools; lead comprehensive onboarding sessions for dashboards, CRM, and internal systems; offer continuous support to advisors and client services regarding ongoing usage queries.
  • Regularly send informative emails; closely monitor engagement performance and identify underperforming lists.
  • Deliver weekly reports on usage and advisor performance metrics; track essential KPIs; provide monthly executive summaries on engagement, campaigns, and opportunities; enhance user-friendly dashboards.
  • Guarantee seamless operation of Salesforce and connected tools; collaborate with teams to optimize processes; launch and monitor AI integrations, bots, or scheduling tech improvements.
  • Suggest process enhancements and facilitate idea sessions to improve workflow.
  • Participate in bi-weekly meetings focused on technology updates; maintain alignment with advisors, marketing, and leadership on CRM strategy.


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