Customer Relationship Management Specialist

5 days ago

Mabalacat, Central Luzon, Philippines beBeeRelationship Full time ₱480,000 - ₱720,000

Job Title: Customer Relationship Management Specialist

This role bridges CRM systems, tech onboarding, reporting, and internal automation to improve efficiency across the business. As a key member of our team, you will be responsible for maintaining and improving Salesforce automations, workflows, and integrations; troubleshooting and resolving CRM issues quickly; running monthly audits on CRM data and ensuring compliance with our standards.

Key Responsibilities:
  • 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.
  • 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.
  • Send EDMs weekly.
  • Monitor engagement performance and flag underperforming lists using Pardot integration.
  • Delve 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.
  • Ensure Salesforce and connected tools are working smoothly.
  • Collaborate with internal teams and external developers to improve processes.
  • Launch and monitor AI integrations, bots, or scheduling tech improvements.
  • Suggest at least 2 new system improvements per quarter.
  • Lead idea sessions and test automations that can enhance workflow.
  • Join bi-weekly team meetings focused on CRM/tech updates.
Work Environment & Expectations:

This is a full-time work-from-home position with fixed shift times. 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.

  • Customer Relationship Manager

    5 days ago

    Mabalacat, Central Luzon, Philippines beBeeRelationship Full time $66,000 - $82,360

    Job OverviewWe are seeking a highly skilled Customer Relationship Manager to join our team. In this critical role, you will be responsible for establishing and maintaining effective customer relationships.This position requires strong communication and interpersonal skills to foster relationships with customers, providing them with timely value propositions...

  • Client Relationship Specialist

    5 days ago

    Mabalacat, Central Luzon, Philippines beBeeRelationship Full time $56,000 - $74,000

    Account Management ProfessionalThe Account Manager plays a pivotal role in fostering and maintaining relationships with Small Business accounts. This individual liaises with internal departments such as Sales, Operations, Service, Product, and Billing to ensure seamless communication and collaboration.The primary responsibility of the Account Manager is to...

  • Customer Experience Specialist

    5 days ago

    Mabalacat, Central Luzon, Philippines beBeeCustomerExperience Full time $40,000 - $70,000

    Customer Experience Specialist Job DescriptionWe are seeking a highly skilled Customer Experience Specialist to join our team. As a key member of our customer-facing department, you will play a crucial role in ensuring that our customers receive exceptional service and support.The ideal candidate will have experience in building and maintaining strong...

  • Senior Relationship Manager

    5 days ago

    Mabalacat, Central Luzon, Philippines beBeeClientServices Full time ₱6,000,000 - ₱8,000,000

    Job OverviewWe are seeking a seasoned professional to fill the role of Client Services Manager. As a key member of our team, you will be responsible for building and maintaining long-term relationships with clients.Key ResponsibilitiesManage client accounts and serve as the primary point of contact for all client communication.Participate in strategic...

  • Customer Relationship Management Data Specialist

    5 days ago

    Mabalacat, Central Luzon, Philippines beBeeCRMData Full time ₱350,000 - ₱500,000

    Job Title: CRM Data AnalystWe seek an individual with exceptional analytical skills to analyze and verify data, ensuring it aligns with our current goals. The ideal candidate will excel in methodically evaluating the customer database, researching customer profiles, and identifying prospects that fit our evolving offerings.This role demands a focused...

  • Successful Customer Relationships Manager

    5 days ago

    Mabalacat, Central Luzon, Philippines beBeeCustomer Full time $800 - $1,300

    Customer Success AdvocateThis role is a first step in the CSM organisation, primarily focusing on the Tech segment. You will collaborate with other teams and participate in campaign efforts to connect with a diverse set of users of Canonical products and identify our future champions.A strong focus on supporting customers by finding solutions to ticket...

  • Project Manager

    5 days ago

    Mabalacat, Central Luzon, Philippines beBeeConstructionManagement Full time $18,000 - $24,000

    Project Manager - Construction and Customer Relations SpecialistWe are seeking an experienced Project Manager with a strong background in construction processes and customer relations to oversee projects remotely. The ideal candidate will have excellent communication skills, the ability to manage multiple projects simultaneously, and a deep understanding of...

  • Customer Engagement Specialist

    5 days ago

    Mabalacat, Central Luzon, Philippines beBeeEngagement Full time $45,000 - $55,000

    Customer Engagement Specialist">We are seeking a talented individual to fill the role of Customer Engagement Specialist. This position involves building relationships with potential customers, generating interest, and scheduling appointments for our sales team.Your responsibilities will include:Making outbound calls to potential customers to discuss their...

  • Strategic Relationship Builder

    5 days ago

    Mabalacat, Central Luzon, Philippines beBeeCustomer Full time ₱720,000 - ₱960,000

    Job OverviewThis role focuses on building and maintaining successful customer relationships.As a Customer Success Manager, you will be responsible for ensuring clients receive maximum value from our services.

  • Virtual Customer Support Specialist

    5 days ago

    Mabalacat, Central Luzon, Philippines beBeeSupport Full time $45,000 - $75,000

    About UsOur company empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries.Our PeopleWe operate in a global, remote-first environment with over 1,500 team members...