Remote Salesforce Career Accelerator

1 day ago

Pulong Santa Cruz, Calabarzon, Philippines beBeeDevelopment Full time ₱326,675 - ₱501,129
Career Advancement Opportunity: Remote Salesforce SpecialistOutsourcey is seeking a highly motivated and organized individual to support our mission of revolutionizing global talent expansion. This role offers the opportunity to take your career to the next level by working in a remote setting with a team of industry leaders.Key Responsibilities:
  • Lead Qualification & CRM Support
    • Assist in vetting and qualifying inbound leads from advertising, online channels, and referrals; maintain accurate client records in Salesforce, including contact history and loan progress;
    • Monitor shared inboxes and triage client inquiries for timely follow-up;
  • Application & Documentation Support
    • Prepare and lodge client applications under guidance from Direct Sales Associates;
    • Ensure all supporting documents are complete and compliant with NCCP and AML/CTF standards;
    • Track outstanding items and follow up with clients to meet submission timelines;
  • Client Communication & Service
    • Draft client emails and follow-up messages post-meeting or post-settlement;
    • Support calendar scheduling for client calls and virtual meetings;
    • Assist with post-settlement servicing tasks such as loan increases or document updates;
  • Reporting & Process Improvement
    • Maintain task logs and contribute to continuous improvement initiatives;
    • Prepare weekly reports on lead conversion, application status, and SLA adherence;
    • Identify workflow bottlenecks and propose solutions;
    Requirements:
    • Strong Written English & Client Service Orientation
    • High Attention to Detail & Task Ownership
    • Proficiency in Microsoft Office and Salesforce;
    • Familiarity with Mortgage Lending Processes & Compliance;
    • Ability to work independently and manage competing priorities;
    Benefits:

Competitive salary. Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

This is a remote position.

Equal Employment Opportunity Employer: We value diversity in our workforce.

How to Apply:

Attach your CV and we will be in touch for a confidential chat.

Let's do great things together

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