Senior Business Operations Coordinator

1 day ago


Lipa City, Calabarzon, Philippines beBeeExecutive Full time ₱7,200 - ₱7,800
Job Overview

The ideal candidate will be responsible for configuring and optimizing various business systems, including Salesforce and WordPress. This role involves managing day-to-day operational tasks, such as invoicing, client communications, and calendar scheduling.

Key Responsibilities:
  • Design and implement customized WordPress forms and layouts
  • Manage and configure Salesforce CRM workflows and dashboards
  • Support client follow-ups, email communications, and scheduling meetings
  • Generate and manage invoices, receipts, and basic bookkeeping entries
  • Coordinate between departments for task updates and completion
  • Identify and suggest automation opportunities using tools like Make.com or Zapier
  • Maintain data accuracy across systems and support data migration projects
Requirements
  • Proven experience in WordPress website management and customization
  • Advanced knowledge of Salesforce (or similar CRM platforms like Pipedrive)
  • Familiarity with Make.com or Zapier is a strong advantage
  • At least 2 years' experience in executive or virtual assistance
  • Excellent communication skills—both written and verbal
  • Strong time management and ability to work independently
  • Ability to handle sensitive data with confidentiality and discretion
  • Comfortable collaborating during UK time zone hours
Technical Skills
  • WordPress (Forms, Plugins, Page Editing)
  • Salesforce or equivalent CRM tool
  • Google Workspace (Gmail, Calendar, Sheets, Docs)
  • Basic bookkeeping or invoicing tools
  • Automation platforms (Make.com, Zapier – optional)


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