CRM Pipeline Coordinator

5 hours ago

Work from Home, Philippines SolutionCX Full time ₱80,000 - ₱120,000 per year

This is a remote position.

Overview:

We are seeking a highly organized and detail-oriented individual to join our team as a Data & CRM Pipeline Coordinator. This role is critical to ensuring smooth operations across multiple platforms by transferring data and managing files between various CRMs and programs. The individual will also oversee and manage a pipeline of residential solar designs, supporting the company's mission to deliver clean energy solutions efficiently.

Key Responsibilities

  • Data Management & Transfer

  • Transfer, organize, and validate data between several CRMs, databases, and software programs.

  • Ensure accuracy, consistency, and completeness of information across platforms.

  • Maintain documentation and standard operating procedures for data flow processes.

  • Pipeline Management

  • Track, monitor, and manage the pipeline of residential solar designs from intake to completion.

  • Coordinate with design, sales, and operations teams to ensure timely progress.

  • Identify and resolve bottlenecks, ensuring deadlines and quality standards are met.

  • Quality Control & Reporting

  • Audit data regularly to maintain integrity and compliance with company standards.

  • Generate reports on pipeline status, project progress, and workflow efficiency.

  • Provide insights to leadership for process improvements.

  • Collaboration & Support

  • Act as a liaison between departments to ensure smooth communication and workflow.

  • Provide support and troubleshooting for CRM-related issues.

  • Suggest and implement improvements to workflows, integrations, and automation where possible.

Requirements

Qualifications:

  • Proven experience working with CRMs, databases, or related data management tools.

  • Minimum 1-2 years of CRM and database management experience required.

  • Strong attention to detail, organisational skills, and ability to handle multiple tasks simultaneously.

  • Experience in the solar industry (preferred but not required).

  • Proficiency in Microsoft Office/Google Workspace; familiarity with solar design software a plus.

  • Strong communication skills and ability to work collaboratively across teams.

  • Must be available to work night shifts.

Benefits

What we offer

At Beehive-BPO Corp (Also known as SolutionCX), we are committed to providing a supportive and rewarding work environment for our employees. Some of the key benefits include:

  • Full Work From Setup

  • Complete Government-Mandated Benefits – SSS, PhilHealth, and Pag-IBIG

  • Night Differential & Holiday Pay

  • 13th-Month Pay Bonus

  • HMO - Free for Employee and 1 free dependent

  • Accident Insurance

  • Paid Leave Entitlements

  • Quarterly Perfect Attendance Incentives

  • Company-Sponsored Events – Team building, employee engagement programmes, and more

  • Awards & Recognition Programmes

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