Business Operations Specialist

5 days ago


Taguig, National Capital Region, Philippines Straive Full time

Straive, a leading Business Consulting and Services company, seeks an experienced professional to fill the role of OTC Operations Analyst. As a key member of our team, you will be responsible for ensuring seamless operations and compliance within our organization.

Key Responsibilities
  • Review opportunities in Salesforce and cross-reference them with contracts to ensure accurate data management.
  • Handle client operations SFDC cases requests within the established timeframe, ensuring timely resolution and high-quality service.
  • Request access modifications for clients through SFDC, maintaining secure and controlled access to their platforms.
  • Manage the SFDC data request queue, proactively cleaning up data to maintain accuracy and efficiency.
  • Oversee internal onboarding documentation and processes for new clients, guaranteeing swift account setup and minimal downtime.
  • Ensure all necessary compliance documents are completed and acknowledged by our compliance department.
  • Suspend clients with pending payments and reinstate accounts as payments are received, maintaining financial stability.
  • Activate and deactivate trial accounts according to client requests.
Qualifications and Requirements
  • Bachelor's degree or relevant experience in cash processes and order management.
  • Proficiency in Salesforce, with a solid understanding of its features and applications.
  • Prior experience in pricing is highly desirable but not mandatory.


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